Your company uses both Dynamics 36$ Customer Insights - Data and Dynamics 365 Sates. To enhance the customer information within Dynamics 365. the administrators added the Customer Insights - Data timeline as a Customer Card Add-in control on the contact form.
You need to update the company's Dynamics 365 user guide and explain how users can use the timeline.
Which actions can users perform from the Customer Insights - Data timeline on a Dynamics 365 form?
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