In the Timeline pane, select + and then select Note.Īdd the note and select the attachment icon before the Add note button. The selected file appears in the Attachment pane. On the navigation bar, select Create and then select the icon or tile for the activity.ĭocuments, spreadsheets, pictures, and just about any type of file can be attached to emails and notes.īrowse to and then select the file that you want to attach. Otherwise, to keep a history of your interactions with a customer, you should add new activities that are associated with a customer's record, so those activities become part of the history that other people on your team can view. Or, select Notes and then start typing.Īdd a task or note for yourself when you want a reminder to do something personal, like schedule a doctor's appointment or attend a sporting event. Select More (…) to add an email or appointment. Select Activities to add a task or phone call to the record. You can use Quick Search on the navigation bar to find a record quickly. Activities can also be included in reports to track your ongoing progress. (You can also add an activity for yourself.)Īs your organization's relationship with a customer builds over time, you and other people on your team can look through the activity feed as you work with the customer, and see the history of your interactions. Most often, you'll want to add an activity associated with a contact, opportunity, account, or other type of record to help you keep track of all the communication history you have with a customer. This makes it easier to edit the records. Main form dialogs allow you to stay in context while working on one record with the ability to open a second or third record in dialog experience. A Main form dialog is a Main form opening in a dialog (a pop-up window). With the April 2020 release of Dynamics 365 Sales, when you create or edit a new activity, the record opens in a Main form dialog. You can find your activities under My Work in the site map. More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales manager
#LAST ACTIVITY IN MY PHONE LICENSE#
License and role requirements Requirement typeĭynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional That way, a customer's history is complete. To get the most out of Dynamics 365 Sales, it's important for everyone in the organization to track all their customer interactions by adding an activity for every email, phone call, task, or appointment. You and other people on your team can scroll through the activities to see the history as you work with a customer. The system automatically timestamps every activity and shows who created it. These actions are all considered types of activities.
For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. In Dynamics 365 Sales, you use activities to plan, track, and organize all your customer communications.
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