Working with Activities in Dynamics 365
Microsoft Dynamics 365 Activities are used to record a specific type of communication, as well as the subject, time and details of that communication. Activities are actions such as emails, phone calls, meetings, etc. Using activities helps you and your organization understand all of the communication your organization has had with each customer or prospective customer. Activities should be used by every user that has external relationships and communications. Your My Activities view should act as your daily “To Do” list. You can create search queries, views, and reports to track activities by customer or activity type. By utilizing activities, you are ensuring that all communication with customers can be found later.
The following sections offer more details on working with activities:
- Activity Types
- Activities and Notes Best Practices
- Activities Area
- Creating Activities
- Converting Activities
- Closing Activities
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.