Understand the Up next widget

The Up next widget displays activities that you can view and perform actions on records.

License and role requirements

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

What is the Up next widget?

Using the Up next widget, you can view and perform actions on activities on a record. The widget displays the current activity, upcoming activity, and completed activities. You can add these activities to a record manually or by using a sequence:

  • In a sequence, a sales manager creates activities and applies them to the record according to business requirements. The activities in the sequence are displayed in the Up next widget.
  • For manual activities, you or a sales manager can create an activity on the timeline. The activity is displayed in the Up next widget as a current, upcoming, or completed activity, depending on its due date. This activity is available to you and other sellers who have access to the record.

To do actions on activities, see Connect with customers by using a record or the Up next widget.

The following image shows an example of the Up next widget.

Up next widget.

  1. Current activity: The current activity is a task that you must complete or skip to go to the next activity, which moves the record closer to completion. To perform an action such as making a phone call or sending an email, select the action icon displayed in the activity. More information: Connect with customers by using a record or the Up next widget.

    After you complete the action, select Mark complete, and the activity is closed and moved automatically to completed items and is displayed on the timeline.

    You can choose to skip the activity if you think it's not relevant to the record or you don't want to perform the action. Select More options, and then select Skip. The activity is skipped and moved to completed items.

  2. Upcoming activity: The upcoming activity section is view-only, and you can't perform an action on these tasks. This section is displayed so you know which activity will appear next when you complete the current activity.

  3. Completed activities: These activities are marked as complete or skipped for a record.

    To view the completed activities list, select Show completed. The section expands to display the list of completed activities with details such as whether the activity was completed (with date and time) or was it skipped. You can't perform any actions on these tasks; they're view-only. The following image is an example of an expanded section of completed items.

    View completed activities.

Add manual activities to records

Using the sequence, your sales manager can define activities for you such as email, phone calls, tasks, and appointments. To meet business requirements, you might have to add extra activities to a record. You can manually add activities for records to appear in the Up next widget in addition to activities defined in the sequence for a given day. The manual activities include email, phone calls, tasks, and appointments.

Only one manual activity is displayed in the Up next widget at a time. After the activity is marked as complete, the other manual activity is displayed. Activities with due date are prioritized and displayed first and then the activities with no due date.

The characteristics of manual activities are similar to an activity defined in a sequence. Sellers must perform the activity and mark it as complete. Then the activity will be moved to the list of completed activities in the Up next widget. A sales manager or you, as a seller, can add the manual activity to the records that you or your security role owns.

To add manual activities, see Track and manage activities. After the activity is added to the record, based on its due date, the activity will be displayed in the Up next widget.

Can't find the options in your app?

There are three possibilities:

  • You don't have the necessary license or role.

  • Your administrator hasn't turned on the feature.

  • Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.

See also

What is the sales accelerator?
Create and manage sequences
Connect with customers by using a record or the Up next widget
Prioritize sales pipeline through work list