Quick actions to take action from the mobile app


This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Mar 31, 2022

Business value

Sellers are engaging with their customers with little time to prepare in advance, making it hard to keep track of related action items and to prioritize actions. The Dynamics 365 Sales mobile app now allows sellers to take quick actions on records and activities. It also includes a to-do list for every record so sellers can take action with relevant context from Dynamics 365 Sales.

Feature details

  • Focused to-do views for every record show relevant activities that are associated with the record.
  • Shortcuts for quick actions that are common for salespeople to take from their mobile device on records and activities.

See also

View activities of a record or contact (docs)