How to Manage Activities with Dynamics Calendar
Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members. Here the question arises, how can you make the most out of them? For example, if you are in a meeting with your customers, you need to be specific with what they are looking for in your services. Did they ask for enhancements in your current package or expressed concerns for budgets? Or any highlights of the meeting. Chances are that you might forget these little details. In such cases, you can open your Dynamics CRM in mobile and add these notes in the specific appointment created for the meeting. This can help you focus on the details leading to more clients for your organization. So, let’s see how you can manage activities in service calendar Dynamics 365 to make the most out of it. Step 1: Find your activities: → Click on the sitemap and sele...