One of the most common frustrations we hear from clients is that managing activities in Dynamics 365 is confusing. The Timeline feature can feel cluttered, searches can be overwhelming, and marketing emails are often buried in a separate area of the system.
That’s why P2 Automation developed our own Activity Tracker—a customizable solution that streamlines activity management for Dynamics 365 users.
The Activity Tracker provides:
- A consolidated view of emails, phone calls, tasks, and even custom activities.
- Rollups that let you see every conversation tied to an account, invoice, service ticket, or order.
- Simple filtering options so you can zero in on what matters most—whether it’s accounting updates, service communications, or collections.
- Integration of marketing emails into the activity view, making it easy for sales teams to find what a customer is referencing without navigating the marketing module.
This tool gives salespeople and service teams the complete picture of client communication—all in one place.
Best of all, our Activity Tracker is included at no additional cost for P2 Automation’s managed service clients, and it can be tailored to fit your business needs.
If you’re ready to simplify activity management and empower your team with clearer insights, learn more at www.p2automation.com.
The post Overcoming the Limitations of Dynamics 365 Activity Management appeared first on CRM Software Blog | Dynamics 365.
