View activities of a record or contact

You can view upcoming and overdue activities related to a record or contact in the Dynamics 365 Sales mobile app. You can filter activities based on activity type and take various actions on them.

Note

The mobile app supports only task and phone call activities. To view all associated activity types, use the Sales Hub app.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Professional, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing
Security Role	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

View activities

You can view upcoming and overdue task and phone call activities created for a record or contact. The list of activities is displayed on the To Do tab and is sorted based on the due date of the activities.

To view activities

1. Open a record or contact to view its details in a quick view form.

2. Tap To Do at the top of the form.

A list of activities is displayed.

Anatomy of an activity

Number	Description
1	Select the option button to mark the activity as complete.
2	The name of the activity.
3	The owner of the activity.
4	The due date for the activity.
5	More actions for the activity.

Add an activity

You can add an activity from the quick view form of a record or from the home page. When you add an activity from the quick view form of a record, the activity is automatically associated with the record. When you add an activity from the home page, you must manually associate the activity with a record.

To add an activity from the quick view form

1. Open a record or contact to view its details in a quick view form.

2. Tap To Do at the top of the form.

   

3. Tap at the lower-right corner of the form, and then tap one of the following options:

   • Add a task

   • Add a phone call

   

4. In the Create new form, enter the details, and then tap Save at the upper-right corner of the form.

   

The activity is created and displayed on the To Do tab.

To add an activity from the home page

1. On the navigation bar at the bottom of the screen, tap , and then tap Phone Call or Task.

2. In the Create new form, enter the details.

3. In the Regarding field, select the name of the record to which this activity belongs, and then tap Save at the upper-right corner of the form.

Note

The Regarding field is not a required field, but selecting a value in the Regarding field helps in associating the activity with a record.

Open or edit an activity

1. Open a record or contact to view its details in a quick view form.

2. Tap To Do at the top of the form.

3. Tap an activity to open it.

4. In the Edit form, make changes as you want, and then tap at the upper-right corner of the form.

   Alternately, you can tap on an activity card, and then tap Edit. Make changes as you want, and then tap at the upper-right corner of the form.

   

Filter activities

You can filter the list of activities to view only one type of activity at a time.

1. Open a record or contact to view its details in a quick view form.

2. Tap To Do at the top of the form.

3. Tap at the upper-right corner of the form, and then tap one of the following options:

   • Tasks

   • Phone calls

   

   The list is filtered based on the selected activity type.

   

4. To remove the filter, tap on the Filtered by bar.

Mark an activity as complete

After you call someone or complete a task, you can mark the activity as complete. To mark an activity as complete, tap the option button on the activity card. Alternately, tap on the activity card, and then tap Complete.

Cancel an activity

If an activity is no longer relevant but you want to keep a record of it, you can mark the activity as canceled. To mark an activity as canceled, tap on the activity card, and then tap Cancel. Canceling an activity removes it from the To Do view.

Delete an activity

If you created an activity by mistake, or the activity is no longer required, you can delete it. To delete an activity, tap on the activity card, and then tap Delete.

Reassign an activity

You can reassign an activity to a team or another user from Unified Interface.

1. Open or edit an activity, and then tap at the upper-right corner of the form.

2. In Unified Interface, tap More at the lower-right corner of the form, and then tap Assign.

3. In the Assign to Team or User window, tap the Assign to field, and then select User or team.

4. In the User or team field, browse and select the user you want to assign the activity to.

See also

Manage records
Manage contacts