6/2/2023 0 Comments My activity todayOtherwise, to keep a history of your interactions with a customer, you should add new activities that are associated with a customer's record, so those activities become part of the history that other people on your team can view. Or, select Notes and then start typing.Īdd a task or note for yourself when you want a reminder to do something personal, like schedule a doctor's appointment or attend a sporting event. Select More (…) to add an email or appointment. Select Activities to add a task or phone call to the record. You can use Quick Search on the navigation bar to find a record quickly. Activities can also be included in reports to track your ongoing progress. (You can also add an activity for yourself.)Īs your organization's relationship with a customer builds over time, you and other people on your team can look through the activity feed as you work with the customer, and see the history of your interactions. Most often, you'll want to add an activity associated with a contact, opportunity, account, or other type of record to help you keep track of all the communication history you have with a customer. This makes it easier to edit the records. ![]() Main form dialogs allow you to stay in context while working on one record with the ability to open a second or third record in dialog experience. A Main form dialog is a Main form opening in a dialog (a pop-up window). With the April 2020 release of Dynamics 365 Sales, when you create or edit a new activity, the record opens in a Main form dialog. You can find your activities under My Work in the site map. More information: Dynamics 365 Sales pricingĪny primary sales role, such as salesperson or sales manager License and role requirements Requirement typeĭynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional That way, a customer's history is complete. To get the most out of Dynamics 365 Sales, it's important for everyone in the organization to track all their customer interactions by adding an activity for every email, phone call, task, or appointment. You and other people on your team can scroll through the activities to see the history as you work with a customer. The system automatically timestamps every activity and shows who created it. These actions are all considered types of activities. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. Keep in mind that the activity list, as Ghacks notes, is for Web log-ins only.In Dynamics 365 Sales, you use activities to plan, track, and organize all your customer communications. For log-ins, you can see from where the log-in originated, the browser used, operating system, and IP address. Most of the items are log-in activities, but you'll also see some password and recovery activities as well. ![]() In the left column, click on Security, then Recent Activity. ![]() To view your recent Google account activity, click on your Google profile photo, then click Account. It's similar to the Gmail "Last account activity," but includes more than just your Gmail activities. To help you keep an eye on your Google account, Google tracks your recent account activity and allows you to review them from your Google Dashboard. It also allows you to log in and set up devices, like Android smartphones, tablets, and Chromebooks. Your Google account provides you with access to a wide range of Google services, including Google Music, Google Drive, and Google+. Your Google account is responsible for giving you access to more than just your e-mail nowadays. How to set up Google's two-step verification.How to use Google Voice with two-step authentication.
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