With each release of Microsoft Dynamics CRM, Microsoft finds new ways to save you time and to help you work more efficiently. One of the many new features in the new release, Microsoft Dynamics CRM 2013, is the ability to create or filter activities right in the activity feed, so you don’t have to switch screens. You can access email, appointments, or any custom-created activity directly from the activity feed.
As Microsoft’s Mukul Aggarwal noted on the Microsoft Dynamics CRM team’s blog, “The activity feed is the first thing you see when you view records in CRM, whether it’s an opportunity, lead, account, contact, or service case.” Activity feeds share real-time notifications and updates with the team, enabling them to follow activities that involve the people, contacts, leads, and opportunities pertinent to them.
Feed updates can be manually posted by users or they can be automatically posted based on a predefined setup. External applications can also post activity feed updates through the Microsoft Dynamics CRM web services API.
The new functionality for Microsoft Dynamics CRM 2013 enables users to create or filter on activities directly in the activity feed. Just click the dot-dot-dot (…) in the activity feed to open a menu with the following options: email, appointment, or a custom activity. When you click an option, whatever you chose will be created, with some of the fields already populated for you.
If your activity feed gets too busy with activities, another new feature enables you to filter on just the activities you want to see. You can select to see all activities, only activities that are in progress, or only activities that are overdue.