Activities are used to track interactions with customers, prospects, vendors, and other record types.

Microsoft Dynamics CRM allows you to track many different kinds of activities, including tasks, phone calls, faxes, letters, e-mail messages, appointments, service activities, and campaign responses.

You can create an activity from the application menu toolbar or from an individual record. Creating the activity from the individual record maps the Regarding field to the corresponding record.

You can view the activities associated with a record by clicking Activities or History in the navigation pane. The Activities link displays open or scheduled activity records, and the History link shows completed or canceled records.

Microsoft Dynamics CRM automatically rolls up activities between related records so that you can view related activities in a single view. You can toggle the activity rollup while you are working with an activity view.

In addition to activities, you can view notes about the records in your system. Microsoft Dynamics CRM displays notes attached to a record in the same place that it displays files attached to that record.

Microsoft Dynamics CRM includes a Calendar and an Activity view to allow you to manage a large list of activities.

You can use the Web client and the Direct E-Mail feature to send mass e-mail messages to leads, contacts, and accounts in your system.