Manage activities with ease

Enabled for Public preview Early access General availability
End users, automatically - This feature is released. Feb 3, 2020 This feature is released. Apr 1, 2020

Business value

Working collaboratively on opportunities and leads means there are tasks that must be completed by multiple team members. Creating new tasks, assigning these tasks, and completing them is critical to the overall success of customer engagements. Activity management in Dynamics 365 Sales provides an efficient way to manage and assign tasks across the team to ensure harmony.

As part of our commitment to simplifying experiences across the product, we are introducing enhancements to activity management. These improvements offer productive and intuitive ways to manage tasks across the team, offering sellers peace of mind knowing that team tasks are organized, prioritized, and delivered.

Feature details

  • Find activities quickly: View activities listed in a newly improved grid. Benefit from a newer interface for managing and filtering activities to help quickly find the right activity to work on.
  • Navigate activities easily: Simplified process to create a new activity, edit an existing activity, or complete or delete an activity without having to navigate away from the main page.
  • Update activities intuitively: Once the Kanban control is added to the Activity entity, use drag-and-drop pipeline management with a Kanban board to drag and move activities and instantly update the status. Ideal for managing many activities.
  • Benefit from Calendar view: Once the Calendar control is added to the Activity entity, see all activities in a visualized calendar view to easily get a clear understanding of daily to-dos .

Manage activities with ease

Note

This feature is available in Unified Interface only.
This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

See also

Track and manage activities (docs)