Log and share information effortlessly
Important
This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Sales. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
Enabled for | Public preview | Early access | General availability |
---|---|---|---|
Users by admins, makers, or analysts | Feb 1, 2021 | - | Apr 30, 2021 |
Business value
The value of a customer relationship management system is critically dependent on what information sellers are logging into it. The less effort the logging and sharing actions take, the more likely it’ll happen, and more valuable the customer relationship management system will become. This added value attracts sellers to repeatedly visit, consume, respond, and log more information.
Feature details
- Take a note-friendly experience plus native keyboard dictation.
- Lightweight create-and-modify forms.
- Native quick create of any selected record including custom activities and entities.
- Native quick create of activities.