Work with activities during a meeting (preview)

Important

This topic is pre-release documentation and is subject to change.

This article provides information on how to work with activities in a Teams meeting.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, Dynamics 365 Team Members, or any Dynamics 365 customer engagement app license Microsoft Teams license More information: Dynamics 365 Sales pricing Microsoft Teams pricing Dynamics 365 Team Members Dynamics 365 Licensing Guide
Security roles	Any primary sales role, such as salesperson, or sales manager Any role that has access to a Dynamics 365 record More information: Primary sales roles

Overview

The following prerequisites must be met before you can work with activities in a linked record:

• The record must be linked to the meeting.
• The Dynamics 365 app must be added to the meeting.

Recent activities are displayed under the Activity section in the side panel. To view all activities, select Show more activities.

You can view only appointment, email, and phone call activities that are associated with the record. View other activities in the customer engagement app.

View activity details

In the Activities section, select an activity. The activity record opens in your web browser.

See also

Enable Microsoft Teams meeting integration
Customize record details in the side panel
Integrate Dynamics 365 and Microsoft Teams meetings
Create a Teams meeting
Add the Dynamics 365 app to a Teams meeting
Work with the Dynamics 365 app
Join a Teams meeting
Work with notes during a meeting
Work with tasks during a meeting