Manage activities in Dynamics 365 for phones and tablets
Applies to Dynamics 365 (online), version 8.x
Use activities to keep track of all your customer communications. For example, during the course of a sale, you might send emails, make phone calls, set up appointments, or assign tasks. All of these are considered activities, and the Dynamics 365 for phones and tablets app helps you track them so you don’t miss an important follow-up activity.
On your dashboard, My Activities shows activities that are past due or due today in a darker color than those that aren’t. You can do the following from your activity feed:
To view an activity, select it from your My Activities feed on the dashboard.
To add an activity, tap + at the top of your My Activities feed.
To mark an activity complete, tap the check box next to the activity in the feed.
To see a subset of your activities:
On a tablet, press and hold My Activities and tap Select View on the command bar.
On a phone, tap Select View on the command bar.