![]() By creating a new activity entity for payments, it allows easy logging of each payment in the social pane. For example, we could have added a field on the account form for payment amount and payment date, but this leads to the question about multiple payments. Every time a customer made a payment for a service, they wanted to log a new activity to show it had been made.īecause of the ability to customize Dynamics, there were many ways to do this. For example, Logan Consulting recently had a client who needed to track payment activities. Other than the four activities that come with Dynamics, users will often have a need for other types of activities. The ease of logging an activity like a phone call with a prospect, noting what was said, what time the phone call took place, and setting a follow up task makes it almost inexcusable to not keep a record of. Within Dynamics, users have the ability to track Phone Calls, Tasks, Emails, and Appointments right out-of-the-box. Knowing the interactions your sales people and staff have with your customers is vital information. Tracking activities is one of the most important and beneficial aspects of Microsoft Dynamics 365 for Sales. Posted on: Septem| By: Jim Bertler | Microsoft Dynamics CRM Create Custom Activity Entities in Dynamics 365 for Sales
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