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The Custom Email Timeline Control is a PowerApps Component Framework (PCF) control designed to meet customer needs by providing a customisable timeline view for emails in Dynamics 365 in case forms, supporting the display of emails related to parent and ancestor cases.

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matteo-campana/CustomEmailTimelineControl

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Custom Email Timeline Control 📧

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Overview

Custom Email Timeline Control is a PowerApps Component Framework (PCF) control that provides a customized timeline view for emails within a model-driven app.

Features

  • 📬 Customizable email timeline view
  • 📅 Easy integration with model-driven apps
  • 🔧 Configurable settings for display

Installation

To install the Custom Email Timeline Control, follow these steps:

  1. Clone the repository:
    git clone https://github.com/matteo-campana/CustomEmailTimelineControl.git
  2. Navigate to the project directory:
    cd CustomEmailTimelineControl
  3. Install dependencies:
    npm install
  4. Build the project:
    npm run build -- --buildMode production
  5. Start the project in watch mode (optional):
    npm run start:watch

Building and Deploying to Dataverse

To create and import a solution file:

  1. Create a new folder inside the sample component folder and name it as Solutions (or any name of your choice):

    mkdir Solutions
    cd Solutions
  2. Create a new solutions project:

    pac solution init --publisher-name developer --publisher-prefix dev

    Note: The publisher-name and publisher-prefix values must be unique to your environment.

  3. Add a reference to the sample component:

    pac solution add-reference --path c:\downloads\mysamplecomponent
  4. Generate a zip file from the solution project:

    msbuild /t:restore
    msbuild

    Or if you have installed the .NET SDK, version >= 6:

    dotnet build

    Tip: If msbuild 15.9.* is not in the path, open Developer Command Prompt for VS 2017 to run the msbuild commands.

  5. The generated solution files are located inside the \bin\debug\ folder after the build is successful.

  6. Manually import the solution into Dataverse using the web portal or automatically using the Microsoft Power Platform Build Tools.

Connecting to your environment

  1. Create your authentication profile:
    pac auth create --url https://xyz.crm.dynamics.com
  2. View all existing profiles:
    pac auth list
  3. Switch between profiles:
    pac auth select --index <index of the active profile>

Deploying code components

  1. Ensure that you have a valid authentication profile created.
  2. Navigate to the directory where the sample component file is located.
  3. Push the code components to the Dataverse instance:
    pac pcf push --publisher-prefix <your publisher prefix>

    Note: The publisher prefix that you use with the push command should match the publisher prefix of your solution in which the components will be included.

Input Parameters

The Custom Email Timeline Control accepts the following input parameters:

  • DebugMode: A boolean option to enable or disable debug mode.
  • CollectCurrentRecordEmails: A boolean option to collect emails related to the current record.
  • CollectParentEmails: A boolean option to collect emails related to the parent record.
  • CollectAncestorEmails: A boolean option to collect emails related to ancestor records.

Scripts

The following scripts are available:

  • build: Builds the project using pcf-scripts build.
  • clean: Cleans the project using pcf-scripts clean.
  • lint: Lints the project using pcf-scripts lint.
  • lint:fix: Fixes linting issues using pcf-scripts lint fix.
  • rebuild: Rebuilds the project using pcf-scripts rebuild.
  • start: Starts the project using pcf-scripts start.
  • start:watch: Starts the project in watch mode using pcf-scripts start watch.

Dependencies

The project has the following dependencies:

  • react: 16.14.0
  • @fluentui/react-components: 9.46.2
  • react-dom: 16.14.0

Usage

To use the Custom Email Timeline Control in your model-driven app, follow these steps:

  1. Import the solution into your environment.
  2. Add the control to the desired form.
  3. Configure the control settings as needed.

Contributing

Contributions are welcome! Please open an issue or submit a pull request for any changes.

License

This project is licensed under the MIT License. See the LICENSE file for details.

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The Custom Email Timeline Control is a PowerApps Component Framework (PCF) control designed to meet customer needs by providing a customisable timeline view for emails in Dynamics 365 in case forms, supporting the display of emails related to parent and ancestor cases.

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