Creating Activities in Dynamics 365
There are multiple methods for creating activities in Dynamics CRM. You can create them from the activities section, from a specific record, or by clicking the Add tab from most pages in CRM. Activities such as emails, appointments, and tasks can be created in Outlook and tracked to CRM. You can also create CRM activities by using the Outlook quick access tool bar.
How to Create an Activity NOT from Within an Individual Record
From the top Navigation Bar on the right side is the Quick Create button. Selecting this will drop down a list of forms to choose and create a new record. On the left side of this list are the activities: Task, Phone Call, E-Mail, and Appointment respectively. This will open the default new Activity form for the selected Activity Type.
How to Create an Activity from within a Specific Record
Let’s create a phone call for an opportunity. This time you will learn how to create the activity from within the record.
- Navigate to the opportunity section.
- Click on an opportunity to open it.
- Now you are on the main opportunity record page. To add a phone call, go to the Social Pane, and click on Activites.
4. Next, click Add Phone Call. This will make a small new window pop up right below the Add Phone Call option.
5. In the pop-up box, add extra details about the phone call, such as the content of your call, the direction (outgoing or incoming) and whether you left a voicemail or not.
6. When you are ready to mark the phone call as complete, click OK. After, you will see the phone call listed in the Activities history.
You can also create activities such as emails, tasks, and appointments from the CRM Outlook Client and the App for Outlook. To learn more about Tracking Activities and Set Regarding, go to the Tracking Activities Section in the Outlook chapter.
Beyond the Basics
If you want a more formal introduction to Dynamics 365, check out Dynamics 365 University’s CRM Boot Camp for Dynamics 365.