Converting Activities

Converting Activities

This section will cover converting activities in Dynamics 365. Depending on the status and type, an activity can be converted to an Opportunity, Case, Lead, or Campaign Response. In this example, you will learn how to convert a phone call activity into an opportunity.

Step 1

Navigate to the Activities (Figure 1) section under the Sales, Service, or Marketing module.

Customizing Activities

Figure 1


Step 2

Click on the activity you would like to convert and open it.

Step 3

On the Command Bar of the activity record, click Convert To (Figure 2). Select the type of record to which you would like to convert this activity (i.e. Opportunity, Case, Lead, or Campaign Response).

Customizing Activities

Figure 2


Tip!

Depending on the activity, Convert To may not be immediately visible in the Command Bar.  To change this, either expand your window or click More Commands () to see your expanded choices.

Step 4

In this example, this phone call activity will be converted into an opportunity. Once Convert to Opportunity is selected, a dialog box appears that has copied information that was originally a part of the phone call record to create the Opportunity recordChoose whether to close the activity, and then select whether or not to open the record created via the conversion. Then, click Convert. (Figure 3)

Customizing Activities

Figure 3


Step 5

The new opportunity will be created and the original activity will be set “regarding” to the new opportunity (Figure 4).  Following these steps, converting activities in Dynamics 365 is a breeze!

Customizing Activities

Figure 4


 

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