Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.