Introduction To Activity Center In Dynamics 365

Описание: #P2Automation #Dynamics365 #Dynamics365Activities
Managing Activities in Dynamics 365 doesn’t have to be complicated.

In this video, Steve Pestillo from P2 Automation introduces the new Activity Center—a streamlined, customizable tool that makes it easy to find the emails, phone calls, and tasks that matter most.

With our Activity Center, you can:
• See all activities in one simple view.
• Roll up conversations to accounts, invoices, service tickets, and more.
• Filter by activity type for quick access.
• Even view marketing emails directly in the activity view—without leaving CRM.

Our Activity Center is available at no additional cost for all P2 Automation managed service clients, and it can be customized to fit your unique business needs.

👉 Learn more at www.p2automation.com
📩 Contact us today to see how we can help your team boost productivity.
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Who this video is for
• Dynamics 365 and Power Apps end users
• Power users who customize their own views
• Teams looking to improve usability and adoption
No development or technical background required.
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About P2 Automation
P2 Automation helps organizations design and optimize business solutions using Microsoft Dynamics 365, Power BI, and the Microsoft Power Platform — with a focus on usability, automation, and real-world business processes.
🌐 Website: https://www.p2automation.com
🔗 LinkedIn:   / p2-automation-llc