Microsoft Teams IntegrationKnow your customer before you answer
Timeline instantly shows who's calling, their complete history and open issues. Connect Microsoft Teams with Dynamics 365, Business Central and Exchange - all in one timeline.
Timeline Dashboard
Today - 5 interactions
Incoming call
Duration: 4:23
Email sent
Re: Teams Telephony Quote
Outgoing call
Duration: 12:07
Teams meeting
Duration: 45:00
Note added
"Customer wants quote for 50 users"
Seamless integration with
One platform, all customer insights
No more switching between systems. Timeline brings all customer information to your Teams environment.
Instant Caller ID
Instantly see who's calling with name, company and role. No more looking up phone numbers - Timeline automatically recognizes your customers.
- Automatic number recognition
- Linked to CRM contacts
Complete Customer History
View all previous calls, emails, appointments and notes in one chronological timeline. Context with every conversation.
- Calls, emails, appointments
- Notes and tags per customer
Financial Insight
Instantly see if there are outstanding invoices or payment arrears. Discuss financial matters proactively during the call.
- Business Central connection
- Outstanding invoices visible
Live Within 5 Minutes
No complex installation or IT project. Login with your Microsoft account, connect your systems and start immediately.
- Entra ID Single Sign-On
- No separate software needed
Connected to your Microsoft environment
Timeline integrates with all major Microsoft services. All your customer information in one place, without switching between applications.
Microsoft Teams
Receive incoming calls directly in Teams with full customer context. Timeline integrates seamlessly with Teams Telephony.
Dynamics 365 CRM
Automatically retrieve customer data, contacts, cases and opportunities from Dynamics 365. Instantly see the status of ongoing issues.
Business Central
View financial information directly during the call. Outstanding invoices, payment behavior and credit limits in one overview.
Exchange / Outlook
Sync calendar appointments with the customer timeline. See when the last meeting was and which appointments are scheduled.
Entra ID
Secure Single Sign-On with your Microsoft account. No extra passwords, fully integrated with your tenant security policies.
Everything you need
Timeline is built for teams that take customer contact seriously.
Call History
All incoming and outgoing calls with date, time and duration.
CRM Integration
Automatically display customer data from Dynamics 365.
Notes
Add notes to calls and share with colleagues.
Calendar Sync
See scheduled appointments with the customer in the timeline.
Secure & Compliant
GDPR compliant with Entra ID authentication.
Multi-Tenant
Resellers can manage multiple customers.
Transparent pricing, no surprises
Choose the plan that fits your organization. Cancel monthly, no setup costs.
Starter
For small teams getting started
- Complete call history
- Teams integration
- Search by phone number
- Basic timeline view
- Email support
Professional
For teams wanting more insight
- Everything in Starter
- Dynamics CRM integration
- Business Central connection
- Exchange Calendar sync
- Notes & tags
- Priority support
Enterprise
For large organizations and resellers
- Everything in Professional
- Multi-tenant management
- Reseller dashboard
- API access
- Custom integrations
- Dedicated support manager
- SLA guarantees
Need help?
Our support team is ready to help. Check our knowledge base or contact us directly.
Go to Support CenterReady to get started?
Discover how Timeline can transform your customer communication. Schedule a demo today.