Activity plan (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Activities > Activity plans.

Use this form to set up and maintain activity plans. An activity plan is a group of related activities.

If you want to create several activities that are all part of the same plan, first create an activity plan in the Activity plan form. When you create an activity, assign it to the activity plan. (In the Activities form, on the General FastTab, in the Plan field, select a plan.)

Navigating the form

The following table provides descriptions for the controls in this form.

Fields

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).