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Seeing follow-up activities on a dashboard

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Posted on by CU17091244-0

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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Amit Katariya007 8,596 Super User 2024 Season 1 on at

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Seeing follow-up activities on a dashboard

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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Muhammad.Affan 4,449 on at

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Seeing follow-up activities on a dashboard

Hi There,

You can use advanced find, create a query and save it as view which you can use.

Thanks

Affan
MichaelTorres 58 on at

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Seeing follow-up activities on a dashboard

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.