Create and view activities

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Put important activities on the Microsoft Dynamics Marketing calendar so that everyone can be aware of them. Activities are simple events that are on calendars. Be sure not to confuse activities with events (trade show exhibits, meetings and conferences). Examples of activities include meetings, holidays, etc.

To work with activities, you must have Edit/View Activities privileges. More information: Work with user accounts and staff contacts.

To work with activities, go to Marketing Execution > Calendar > Activities. This brings you to the Activities list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items in the list, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.

You can also create and view activities while working in many other areas of Dynamics Marketing, including jobs, campaigns, programs and calendars. However the activities you see when you are away from the Activities list page are usually filtered to show only those activities associated with a particular item (such as a given campaign). All activities, including those created elsewhere, are accessible via the Activities list page.

Regardless of which part of the site you are working in, the settings provided for each activity are the same, as listed in the following table.

Field

Description

Status

Select a status from the pull-down menu. You can customize the set of entries available here if needed (see Create custom drop-down values and folders).

Activity

Enter a name for the activity.

Description

Enter a description of the activity.

Contact

Select a contact.

Start Date

Enter a start date.

End Date

Enter an end date.

Reminder Date

Enter a reminder date.

Type

Select a type from the pull-down menu.

Category

Select a category from the pull-down menu. You can customize the set of entries available here if needed (see Create custom drop-down values and folders).

Company

Select a company from the pull-down menu.

Division

Select a division from the pull-down menu. More information: Set up divisions and departments to reflect your organization.

Program

Select a program from the list. (Optional).

Campaign

Select a campaign from the list. (Optional).

Job

Select a job from the list. (Optional).

Event

Select an event from the list. (Optional).

Session

Select a session from the list. (Optional).

Security

Specify which users can see the activity. By default, all users can see new activities. To specify which users can see an activity, click the Can Read or Can Update check boxes as needed.

You can also add user-defined fields to your activity records if needed. More information: Configure user defined fields.

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