Microsoft Dynamics® CRM Training
Activities in Flow Forms
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Working with Activities has never been easier with the introduction of the new flow forms for the Account, Case, Contact, Lead, and Opportunity entities, brought by the December 2012 Service Update. Before the flow forms, it took more clicks to work with Activities, and it required navigating across multiple pop-up windows. Working with Activities in the flow forms save users clicks and keeps information in a single window.
Let’s take a look at what Activities look like in a flow form. From the Workplace module, I’ll open the Account record, “City Power & Lights”.
When the record opens, I’ll direct my attention to the Record Wall. This is where Posts, Activities, and Notes are located. What’s great about the Record Wall is that any user can open this Account and immediately see its history. Say a coworker goes on vacation, and I’m in charge of her Accounts while she’s gone. I can open the record and immediately refer to the Record Wall to get background information quickly.
If I click the Activities heading, I see a list of Activities related to this Account. At a glance I see the Activity type, its title and description, who last modified it and when.
If I click one of the records, it will maximize or minimize depending on the information present. This Task record at the top for example, shows the title, summary, and when it was last modified when it is in a minimized state. When I click to maximize it, I can see the Due Date and Priority.
While my cursor is hovered over the Activity, I can see a Complete link, as well as two other icons. The chevron maximizes and minimizes the record. The arrow icon opens the Activity record in a separate window. This way, I can edit it or perform a number of actions available in the ribbon. Once I’ve completes the Task, all I have to do is click Complete.
Below the Record Wall headings are two links: Add Phone Call, and Add Task. If I click either one, an inline box appears where I can fill in information regarding the Activity. To create it, all I have to do is click the OK button, and the Activity appears on the Record Wall.
Flow forms have made working with Activity records easier and more fluid. By including Activity records on the Record Wall, users can see what has happened, and what needs to be done regarding a record.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.