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

In Dynamics CRM, 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.


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

Applies To

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM 2016

Dynamics CRM Online