Legal User Guide for Microsoft Dynamics 365
Activities
Activities represent day-to-day interactions and follow-ups within the system. They allow users to track communication and tasks related to clients, matters, and business development.
Common activity types include:
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Tasks (to-do items)
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Emails
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Phone Calls
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Appointments (meetings)
Activities ensure that all work and communication is:
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Recorded
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Trackable
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Linked to the correct record (e.g., Matter, Pitch, Client)
Activities help users:
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Stay organised with follow-ups and deadlines
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Maintain a complete communication history
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Ensure accountability across teams
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Support compliance and audit requirements
All activities are linked to records and also appear in the Timeline, giving a full history of interactions.
Create and Manage Activities
To access Activities:
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Navigate to My Work in the left-hand menu.
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Select Activities.
This opens a list of all activities assigned to you.
You can:
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View all open activities.
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Filter by activity type (Tasks, Emails, Calls, Appointments).
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Switch views (e.g., My Activities, Overdue Activities).
Creating Activities
Activities can be created in two ways:
Method 1 - From Activities List
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Go to My Work → Activities.
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Click + New.
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Select activity type:
a. Task
b. Email
c. Phone Call
d. Appointment
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Enter required details:
a. Subject
b. Due Date / Scheduled Time
c. Related Record (e.g., Matter, Pitch, Client)
d. Description
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Click Save.
Method 2 - From a Record (Recommended)
Activities are best created directly from a record.
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Open a Matter, Pitch, Organisation, or Person.
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Go to the Timeline section.
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Click:
a. Task
b. Email
c. Phone Call
d. Appointment
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Enter details
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Click Save
This ensures the activity is automatically linked to the correct record.
Managing Activities
To manage Activities, users can:
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Open an activity to view or edit details.
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Mark activities as Completed.
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Update status or priority.
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Reassign activities to another user.
