Activity Tools for Microsoft Dynamics 365


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: Dynamics 365 (Sales / Customer Services / Field Services / Project Services Automation), OnPremise, Hosted (IFD) and CRM 2015 up to CRM 2016 - Online 

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 to ensure that your users will find what they are looking for and allow users Quick Search, Content Search and Data Range Search.
  • 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.
  • Related Activity Views 

    Simply display activities related to a child record.
  • 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.