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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Seeing follow-up activ...
Customer experience | Sales, Customer Insights,...
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Seeing follow-up activities on a dashboard

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Posted on by CU17091244-0 6
When I record a meeting with a contact, I am using the follow-up activities as a reminder for a follow-up meeting.  I would like to see all these follow-up meetings on a dashboard.  Is that possible?  I can't find them on any Tasks list or dashboard.  Thanks.
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  • MichaelTorres Profile Picture
    MichaelTorres 86 on at
    Hi,
     
    You can see follow-up meetings on a dashboard in Dynamics 365 by creating a custom view for follow-up activities.
    In Dynamics 365, go to the Advanced Find option in the top-right corner -> Select "Activities" from the drop-down menu -> add filters to find follow-up activities (phone call, task, appointment) -> click "save as" to create a new view and name it something like "Follow-Up Meetings".
     
    Then create a dashboard including the custom view.  Navigate to the dashboards section from the main menu -> click on "+ New Dashboard" to start a new one or select an existing dashboard to edit.
    Add a List Component: Add a list component to the dashboard -> choose the custom view you created (Follow-Up Meetings) to display follow-up activities -> save your changes and publish the dashboard.
     
    I hope this helps answer your question.
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan Moderator on at
    Hi There,
     
    You can use advanced find, create a query and save it as view which you can use.
     
    Thanks
    Affan
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Hello User,
     
    You can create a person view for the same if OOB view is not present.
     
    Thank you,
    Amit Katariya 

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