Now Reading: Master Activity Rollups : AMS Club Tip 5
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Master Activity Rollups : AMS Club Tip 5
DYNAMICS 365 SALES TIPS
See the full picture of your customer interactions, all in one place.
- Why it’s important to set activities (calls, tasks, emails, appointments) against the right records
- How Dynamics 365 automatically rolls up those activities to the account level
- How this makes account management smoother, smarter, and more efficient
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The post Master Activity Rollups : AMS Club Tip 5 appeared first on All My Systems.
Check Pete Murray’s original post https://www.allmysystems.co.uk/master-activity-rollups-ams-club-tip-5/ on www.allmysystems.co.uk which was published 2025-07-22 14:03:00
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