Dynamics Community Forum Thread Details

How do you mass create an activity?

Coming from HubSpot it was so easy to make activities on either companies, contacts, opportunities, or leads right from the overview of the respective item.

From here, you could select a single or more records in the grid and hit a button named "Create task" and then the "Quick task creation" window populated and you could then name, describe, define the type, and much more, and hit the create-button. It might took 4 minutes to complete, 7 minutes if you want to include the filtring of the records.

I have tried several ways to come around this obscure lack of functionality like:

- Making a quick campaign and from here it is possible to create an activity for all members. However, the activity record is not associated to the e.g. account or contact table

Are there anyone who have achieved this by a simple work around?

Categories:

Customer Insights - Data

Microsoft Dynamics CRM

Sales

The ability to create activities efficiently in Dynamics 365 for multiple records directly from the grid is less intuitive compared to HubSpot, but there are a few workarounds you can consider:

1. Use Bulk Activity Creation in Power Automate

You can create a Power Automate flow to streamline this process:

Trigger: A manual trigger flow with selected records (using a list of record IDs).

Actions: For each selected record:

Retrieve the record's details (using "Get record").

Create a task activity with the desired attributes, such as name, description, and related record (using "Create a record").

This approach allows you to filter records in the grid and then trigger the flow to create associated tasks.

2. Bulk Editing and Manual Creation

Another option is to:

A. Select Records in the Grid:

Filter and select the records you want to associate tasks with.

B. Export IDs to Excel:

Use the export option and keep only the primary keys.

C. Import Tasks Using Data Import Wizard:

Prepare a spreadsheet with task details and associate them with the primary record IDs.

4. Custom "Create Task" Button

You can add a custom button to the ribbon using the Ribbon Workbench to replicate the HubSpot experience:

The button can open a custom Quick Task Creation dialog.

Users can select records in the grid, click the button, and fill in task details.

Use a JavaScript function or a Power Automate flow to create tasks linked to the selected records.

5. Explore Third-Party Solutions

Some third-party tools like ClickDimensions or Xperido provide additional functionality for bulk activity management. These tools can enhance the out-of-the-box capabilities of Dynamics 365 and make such actions more seamless.

If none of these options suit your workflow entirely, investing time in customizing the system with plugins or bespoke solutions can provide a tailored experience, similar to what HubSpot offers.

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