Below are the multiple options of how to navigate to the Activities area.
Select either the Marketing or Sales sections of the top Navigation Bar, then select Activities. (In CRM 2011 this is located by selecting Workplace in the left Navigation Bar)
From here you can pick views of activities to look at. Out-of-the-box, this screen will default to My Activities, which lists all open activities that you own. To change the view, click My Activities to open the View Selector. Within this drop down you can select different views based on Activity Type.
(In CRM 2011 click the black arrow to the right of ‘My Activities’ to use the View Selector)
View View Selector in CRM 2011
A second way to filter is to the right of where it says “Due:”–you can filter on the due date of activity.
View Filter by Due Date in CRM 2011
In Dynamics 2011, you can also navigate to activities by going to the left navigation bar and hovering over the Activities link in the left Navigation Bar. Click on the black arrow that appears to the right of Activities. This will give you view options as well. Here you can select which view you want to go to, or you can see Recently Visited activities. The Recently Visited section will show you all the activities you most recently viewed. Using this is a quick way to get to activities that you are frequently working on.
View alternative method in CRM 2011
You can also see the My Activities view from various out of the box dashboards. For example the Marketing Social Dashboard and Sales Social Dashboard which are the out of box default dashboards that load when selecting either Marketing or Sales from the top Navigation Bar.
In CRM 2011: To navigate to this dashboards, on the main left navigation bar click Dashboards. Out of the box it will default to the Microsoft Dynamics CRM Overview dashboard.
View Dashboards in CRM 2011
You can also view activities within an individual record. To do that, open a record such as an account that has activities associated to it.
When a Contact or Account record is viewed, activities can be viewed by click activities in the Social Pane
In CRM 2011: From within the account form, on the left navigation bar, click Activities. This will show you all open activities. One thing to note is that out of the box the open activities view will default to the next 30 days. You may want to change the Filter On option if you activities are scheduled further out or do not have due dates.
View Activities on Contact form in CRM 2011
If you are on or above Update Rollup 12 (AKA Polaris) and using the new flow/process forms, you can view the completed activities within the Yammer Posts/Activities section on the main form.
View Activities on Contact form in CRM 2011 UR12
Tip! For CRM 2011 learn more about the changes to activities in our blog: How Have Dynamics CRM Activities Changed After the Polaris Release?
If you are using the classic form, you would find the closed activities in a link on the left navigation bar.
View closed Activities in CRM 2011