{"id":3562,"date":"2021-09-06T18:32:37","date_gmt":"2021-09-06T13:02:37","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3562"},"modified":"2025-11-29T21:26:05","modified_gmt":"2025-11-29T15:56:05","slug":"how-to-create-activities-for-multiple-records","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/","title":{"rendered":"How to Create Activities for Multiple Records while on field using Dynamics CRM Map Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/#Step_2_Plot_records_on_MappyField_365_map\" >Step 2: Plot records on MappyField 365 map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/#Step3_Add_Appointment_Task_activity_for_the_CRM_Records\" >Step3: Add Appointment \/ Task activity for the CRM Records<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/#Step_3_A_Add_AppointmentTask_for_%E2%80%98single_entity_record\" >Step 3 (A): Add Appointment\/Task for \u2018single\u2019 entity record<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/#Step_3_B_Add_AppointmentTask_for_%E2%80%98Multiple_records\" >Step 3 (B): Add Appointment\/Task for \u2018Multiple\u2019 records<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Creating an activity for a particular entity in Dynamics 365 takes ages as you have to make a whole trip from header to accounts\/contacts to record and then finally you get to create an appointment or task.<\/p>\n<p>And this might look okay too if you have to create only a single appointment in a day but if you are handling a lot of accounts then this activity can be quite consuming and is sure to take away your productive hours.<\/p>\n<p>So here we are with this blog that explains how to create single as well as multiple activities right from the map using <a href=\"https:\/\/www.appjetty.com\/blog\/connect-better-with-customers-using-dynamics-crm-map-integration\/\">Dynamics CRM map integration<\/a>. There are a lot of options available on MS AppSource and you can pick one that fits your workflow.<\/p>\n<p>For demonstration, we\u2019ve taken MappyField 365 in this blog.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/Dynamics-365-apps-dashboard.png\" alt=\"Dynamics 365 apps dashboard\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_records_on_MappyField_365_map\"><\/span>Step 2: Plot records on MappyField 365 map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/Plot-records-on-MappyField-365-map.png\" alt=\"Plot records on MappyField 365 map\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step3_Add_Appointment_Task_activity_for_the_CRM_Records\"><\/span>Step3: Add Appointment \/ Task activity for the CRM Records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_A_Add_AppointmentTask_for_%E2%80%98single_entity_record\"><\/span><b>Step 3 (A): Add Appointment\/Task for \u2018single\u2019 entity record<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Once the data is plotted on the map, click on the pushpin of a particular entity for which you want to create an activity (appointment\/task).<\/p>\n<p>For example, if you want to create an \u2018appointment\u2019 for a specific plotted account record on the map, click on the pushpin of that account record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/AddActivity.png\" alt=\"AddActivity\" \/><\/center>By clicking on it, a \u2018detailed slider\u2019 of that entity record with a set of actions will appear on the right side.<\/p>\n<p>From the detail view, click on the \u201cAdd Appointment\u201d option; Add Appointment details will appear. Insert the required details and click on the \u2018Create\u2019 button to add the Appointment for the selected record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/AddApointment.png\" alt=\"AddApointment\" \/><\/center>By clicking on the \u2018Create\u2019 button, the appointment will be added and can be seen from the CRM side. Similarly, you can add the task by clicking on the \u201cAdd Task\u201d option from the detail view.<\/p>\n<p><b>Check the added activities:<\/b><\/p>\n<p>The sales manager (or administrator) can check the added activities from the Dynamics CRM side by navigating to the individual entity record or by navigating to the specific activity.<\/p>\n<p>The sales manager can check the added activity (i.e. Appointment) by navigating to the detail page of that specific entity record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/RecordDetails.png\" alt=\"RecordDetails\" \/><\/center>The sales manager can also check the added activity by navigating to that specific activity\u2019s grid view.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/activitys-grid-view.png\" alt=\"activitys grid view\" \/><\/center>By clicking on the record, the sales manager will redirect to the detail page of the activity where they can check the appointment belongs to which entity in the \u201cRegarding\u201d section.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/Regarding.png\" alt=\"Regarding\" \/><\/center><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_B_Add_AppointmentTask_for_%E2%80%98Multiple_records\"><\/span><b>Step 3 (B): Add Appointment\/Task for \u2018Multiple\u2019 records<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Once you plot the records on the map, you can check the plotted records of the entities in the Data Grid option. From here you can perform the various actions and activities by selecting multiple records.<\/p>\n<p>For that, follow the below steps:<\/p>\n<p>&#8211; Plot records on the map (follow the above Step 1 &amp; Step 2).<\/p>\n<p>&#8211; Once the records are plotted, you can see the \u201cShow Data\u201d button at the bottom of the Map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/DataGrid-Multiple.png\" alt=\"DataGrid-Multiple\" \/><\/center>&#8211; By clicking on the \u201cShow Data\u201d button, you will get the list of all the plotted records in the grid view.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/the-plotted-records.png\" alt=\"the plotted records\" \/><\/center>&#8211; Select the records for which you want to create appointments\/tasks and click on the respective icons of a task\/an appointment.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/respective-icons-of-a-task-appointment.png\" alt=\"respective icons of a task appointment\" \/><\/center>&#8211; After creating the appointment\/task for multiple records, you can see the created appointments\/tasks in CRM by navigating to that activity individually.<\/p>\n<p>If the task is added for multiple records from the \u2018Data Grid\u2019 option, you can see the individual tasks of the entity records by navigating to the Task activities from the CRM side.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/entity-records-by-navigating-to-the-Task-activities.png\" alt=\"entity records by navigating to the Task activities\" \/><\/center>You can also check the added task by navigating to the individual entity record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/06\/navigating-to-the-individual-entity-record.png\" alt=\"navigating to the individual entity record\" \/><\/center>This way the sales manager or the Dynamics 365 users with administrator rights can do everything right from the map. This comes in handy especially for your on-field sales reps as they can add notes, create appointments\/tasks based on their meetings, etc. right from <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics CRM Map integration<\/a>.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Creating an activity for a particular entity in Dynamics 365 takes ages as you have to make a whole trip from header to accounts\/contacts to record and then finally you get to create an appointment or task. And this might look okay too if you have to create only a single appointment in a day&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-activities-for-multiple-records\/\">Continue reading <span class=\"screen-reader-text\">How to Create Activities for Multiple Records while on field using Dynamics CRM Map Integration<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3566,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Create Activities for Multiple Records Using Azure 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