Next Activities for Dynamics 365 & Power Apps
Easily see at-a-glance the next scheduled activities, by activity type, on any record with this visualisation for Dynamics 365 and model-driven Power Apps.
Works on any Record
Add to Contacts, Accounts and other record forms which support activities.
Define which activity types are shown and where the visualisation will appear.
See the full activity subject on each tile and open entries directly from the visual.
Demonstrating Next Activities for Dynamics 365
Video Transcriptopen transcript close transcript
Preact’s Next Activity Solution is very similar to the our “Last Activities” [FEATURE] except it's going to help Account…
Preact’s Next Activity Solution is very similar to the our “Last Activities” [FEATURE] except it's going to help Account Managers or Business Development Managers, work out what's up and coming this month or in the next few weeks. This includes which individuals it's been booked with; whether it's the contacts of the organisation that we're having the meetings or phone calls with, or our internal staff.
It's quite common that you would typically work with the timeline [SHOWING ACTIVITIES TIMELINE], so we can see there's an appointment coming up with Mark. We can also see there's a task in here with Chris, and a few other things in here like that.
It's not useful [ACTIVITIES TIMELINE] to see exactly what which activity is and you have to filter this out as-and-when you get other things [ACTIVITIES] it moves it down the list. What we've done over here [UNDER ADD-ONS TAB] is we've added this [NEW ACTIVITIES SECTION] as these little grids for a quick snapshot.
We can have this anywhere on the form; if you want this on the “Summary” [TAB] or anywhere else you want us to put it, so that it's quite visual. So just looking at this [NEW ACTIVITIES SECTION], I can see there's an up-and-coming appointment with my colleague Fiona, it's on the 30th and it's about contract renewal. I can also see the up-and-coming task with my colleague Chris. I know these two are both Account Managers for this Account.
Here we've broken this down [NEXT ACTIVITIES] even further, so the very next activity out all of the activities that are up-and-coming is here, and it shows the activity time and date. I can see in a few days time, pulling from this task [TASK WITH CHRIS], on the 24th is the very next thing to happen at 14:00.
Out of these four areas down here [NEXT ACTIVITIES SELECTION] the most recent will always appear in the top section. You can see the next appointment that we've got with them is on the 30th, which is pulling from here [APPOINTMENT WITH FIONA].
There's two ways of doing this; we could go straight back to the Account, add a phone call, a task or an email against the Account directly and then that would roll into there [ACTIVITIES TIMELINE]. But, it's quite common that we have these appointments and phone calls with the individuals that work there. If I just click into Jack, who's a contact that works for this organisation, then I can just go on his timeline and add a phone call about contract terms or anything else. [SELECTING DUE FIELD] Let's put it for a week's time, at 11:30 and let's do it for an hour. So just adding a normal phone call, in the normal manner, but we're actually adding this to the child record; this is added to the “Contact” which you can see then on Jack's record/timeline.
We get to see in here [ACTIVITIES TIMELINE] out-of-the-box functionality, but when we now click into the Account over here [JACK’S ACCOUNT NAME] we can see that on the timeline. You can see there's “New Activities” [UNDER ACTIVITIES TIMELIME], which again is out-of-the-box behaviour. But our solution over here [UNDER ADD-ONS TAB] shows us this in a nice little visual here [ACTIVITY RECORD]; we can physically see who the user is, it's an open activity, it’s a call about terms and it's on the 28th. Looking at down here [NEXT ACTIVITY DATE – PHONE CALL], the next phone call to take place is on the 28th, and because this has come from the child record, you get the little hierarchy symbol on this little tab [TOP RIGHT OF PHONE CALL WITH MARK].
Thanks for listening, if you're interested in this please feel free to get in touch.
How Next Activities Works
Quickly see what upcoming activities are scheduled on any account, contact or other record type - without the need to set timeline filters.
- The Next Activities visualisation can be added to main record form for any entity, or shown in a separate tab.
- Next Activity values are captured on each record. Supporting fields can be shown or hidden, as required.
- Scheduled activity data can be rolled up from related records. For example, Next Activities for an account can be configured to include activities scheduled with associated contacts.
- Define which activities types are shown in the visualisation. For example, restrict this to phone calls and appointment activities.
- Next Activities is a companion to Preact's Last Activity solution.
How to Deploy Next Activities
Next Activities Pricing
Next Activities for Dynamics 365 is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Contact us to learn more and deploy Next Activities.