The Microsoft Dynamics 365 Activities Package gives you more time to spend engaging with your customers and colleagues by automating the administrative portion of your Microsoft Dynamics 365 record management.
For example, if you host a sales event and collect attendee information in a spreadsheet, you can use a robot to create new or update existing Microsoft Dynamics 365 records with the data from the spreadsheet. Your robot can then use other activities (e.g., Microsoft Office 365 Activities Package) to send follow-up emails to the attendees and upload the spreadsheet to OneDrive for file sharing with your colleagues.
With your robot taking care of the administrative stuff, you can focus your energy developing customer relationships, generating new leads, closing opportunities, and more.
To get started, see the Quickstart guide. This step-by-step guide shows you how to build an automation sequence that includes all of the Microsoft Dynamics 365 Activities. While completing the steps in the guide, you'll become familiar with the features of each activity and validate the authenticated connection to your Microsoft Dynamics 365 platform (so your robot can work on your behalf).
To learn more about the activities and their properties, see the Activities page.
Throughout this guide you'll see many references to the Microsoft Dynamics 365 Web APIs documentation. In many cases the activity terms differ from the Web API documentation. The following table shows you the differences between the activity terms and Web API terms.
(Display name of the property)
For more information about the terms listed above, see the following pages in Microsoft's documentation:
Updated about a month ago