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 pricing
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License and role requirementsĭynamics 365 Sales Enterprise or Dynamics 365 Sales Premium 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. In Dynamics 365 Sales, you use activities to plan, track, and organize all your customer communications.
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