for Microsoft Dynamics 365

Activities are a crucial component in every Dynamics 365 environment. Since we know this, we developed ActivityTools for you. 

The tool simplifies the handling of activities and emails by providing an Outlook Look & Feel experience when dealing with activities in Dynamics 365. Fully integrated into Dynamic 365 forms, ActivityTools stands out thanks to features like defining email signatures or default-senders for every Dynamic 365 user.

Supported platforms: OnPremise, Hosted(IFD), MS CRM Online (CRM 2015/2016) and

Dynamics 365 (Sales / Customer Services / Field Services / Project Services Automation)

Activity and Email Preview

The Activity & Email Preview provides you with a 360° view of your activity records while providing an Outlook-like user experience. All activities related to a record are shown in previews. There is no need to open every single activity. 
ActivityTools can be embedded in any entity! E.g. find a complete view of the sales history in the entity "Opportunities" and a direct view on the service history in the entity "Incident". see more

  • List and Preview Pane see more

    Simply browse through the activity list while getting an instant view on your activity in the preview pane
  • Reducing Clicks

    The fully customizable preview pane allows you to see and access activites and attachments without opening the corresponding activities
  • Search & Filter Options

    Advanced search capabilities are combined with filter options (e.g. by date) to ensure that your users will find what they are looking for
  • Load on Demand

    Performance is key! The solution loads records "on-demand" in reversed chronological order as most email-clients. This ensures fast loading times - even on records with tons of activities related
  • Custom Activitiessee more

    The view fully supports standard and custom activities
  • Easy to Deploy

    The Activity Preview can simply be embeded as a webresource into entity forms, supporting standard and custom entities
  • InBox: My Activities View

    The My Activities view and the My Emails view show all activities/emails related to a Dynamics 365 user
  • Form Designersee more

    The Form Designer allows to configure the preview for each activity type 

Email Features

Additionally to a compact overview, ActivityTools provides a set of helpful features to make emailing in Dynamics 365 simple and more user-friendly!

  • Define Signatures

    Every Dynamics 365 user can define his personal email signature, which is automatically added to every email created in Dynamics 365
  • Default Sender

    Make sure that your support or sales teams are using the designated support- or sales-email to communicate with customers and set a Default Sender for each team. 
  • Default Signatures

    With only a few steps you can generate a Default Email-Signature for all users.
  • Full HTML Support

    Use HTML to define signatures in order to use links, pictures and of course any font type and color you can think of.

Recent Updates