Keep track of notes, tasks, calls, or email with activities

Dynamics CRM 2016
 

Updated: November 1, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

In Microsoft Dynamics 365, you use Activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, assign yourself tasks as you resolve a service case, and stay up-to-date with customer news. These actions are all considered types of activities.

Keep track of activities in Dynamics 365


System_CAPS_importantImportant

To send email, your email must be configured correctly. More information: Why does the email message I sent have a "Pending Send" status?

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