Creating Activities in Dynamics 365
There are multiple methods for creating activities in Dynamics 365. You can create activities from the activities section, from a specific record, or by clicking the plus icon in the top right corner of the navigation bar that appears on most pages. Activities such as emails, appointments, and tasks can be created in Outlook and tracked to Dynamics 365.
How to Create an Activity NOT from Within an Individual Record
From the top Navigation Bar, click 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. 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.
- Navigate to the Opportunity section.
- Click on an Opportunity to open it.
- To add a phone call, go to the Social Pane and click on ACTIVITIES.
- Next, click Add Phone Call. This pops up a new window.
- 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.
- 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 within a record by navigating to the related records area of any activity-enabled entity. This opens the Activities associated view and from here you’ll choose ADD NEW ACTIVITY on the command bar as illustrated below.
Finally, you can create activities such as emails, tasks, and appointments from the Dynamics 365 Outlook Client and the App for Outlook. To learn more about Tracking Activities and Set Regarding, see Maximizing Use of the Outlook Client.
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.