web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Seeing follow-up activ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Seeing follow-up activities on a dashboard

(1) ShareShare
ReportReport
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.
  • 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 4,629 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 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 96

#2
11manish Profile Picture

11manish 90 Super User 2026 Season 2

#3
ParthPatel249 Profile Picture

ParthPatel249 80

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans