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Need help to jump start usage of the activities by sales team in Dynamics.

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Posted on by AB-19091438-0

Need help to jump start usage of the activities by sales team in Dynamics. Many of my sales reps find it klugy and not very intuitive. They want to be able to log a task once they logged a call. Also create an opportunity from the same place that they logged the call. Any and all suggestions and recommendations are greatly apprecited.

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Dynamics 365 Sales

Microsoft Dynamics CRM

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11manish 552 on at

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From what you described, they’re asking for:

Log a call → immediately create a follow-up task

Log a call → quickly create an opportunity

Do all of this without jumping between screens

So the goal is:

Turn activities into a guided, minimal-click workflow

Solution (simple & effective):

Use Quick Create forms for calls, tasks, and opportunities

Add command bar buttons to create a task or opportunity directly from a call

Use Microsoft Power Automate to auto-create follow-up tasks

Configure Timeline so everything happens in one place

Pre-fill data to avoid duplicate entry

Goal:
Enable reps to log a call and create follow-ups or opportunities in one quick flow with minimal clicks

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CU22041850-0 4 on at

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When you click the call button in any form, it will open a Phone Call activity record.

I’d recommend adding the necessary fields to that activity and adjusting the form so users can provide all the required information.

If you want to create an Opportunity, there are a couple of options:

You can add a checkbox in the Phone Call activity quick creation form to indicate whether an Opportunity should be created. Based on that, you could trigger a Power Automate, Action, or Plugin to create it automatically.

Alternatively, you can add a button in the Phone Call activity record to trigger the creation of the Opportunity.

It really depends on how your team works, but both approaches are valid.

You can also configure the quick create Call form to be opened from a button and reuse it across different forms.

If you’re looking for something a bit more visual, you could create a Custom Page with the required fields and open it from a button.

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ManoVerse 1,055 Super User 2026 Season 1 on at

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SOLUTION 1 : Sales Accelerator

Try the Sales Accelerator if you have Dynamics 365 Sales Enterprise or Premium License , check the below link and video which will help to guide the Rep.

Understand what is sales accelerator | Microsoft Learn

Below are the steps you have to take with this solution :
1) Enable Sales Accelerator
It replace manual activity navigation with a single prioritized work list
2) Configure Sequences
this will ensure reps never wonder what do i do after this call? this will help to create Activities automatically , Reps don’t manually create Tasks , Sequence items appear directly in the Work List, This is how Microsoft expects Sales Accelerator to drive adoption and consistency.

3) Log a Call Once

Option A : From sales accelerator Work list , Reps clicks Call , logs outcome saves.

Option B : From Timeline on a record like open Account/Contact/Opportunity and add phone call from timeline.

In these both cases , call will be logged and next sequence step as Task is already scheduled.

4)Auto Create a Task After a Call ( This can be safety net)

Some sales rep will log ad hoc calls outside the sequence , on that you have to introduce power automate , you need to trigger power automate phone call is completed the create a Follow Up Task.

5) Create Opportunity From a SAme call.

What reps do

Log Phone Call on Account or Contact
Open the Phone Call activity
Click Convert To -> Opportunity which will result

Opportunity is created

Call stays on the Opportunity Timeline

No re‑entry

SOLUTION 2 : Custom Table Approach (Simple & User‑Friendly)

Replace standard Activities with one custom “Sales Interaction” activity.

Create a custom Activity‑type table (e.g. Sales Interaction).

Reps log calls, meetings, or emails using one simple form from the Timeline.

A Power Automate flow runs on save:

If interaction is a Call -> auto‑create a follow‑up Task

Optional: checkbox ->auto‑create Opportunity

Everything appears on the Timeline (clean and consistent).

Benefits

One form, one place to work
Call logged once
Task and Opportunity created automatically
No confusing standard Activity forms

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