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Use this form to create, display, and update all activities (open or closed) that are attached to you or another employee. You can display activities by day, week, or month, or by a period that you define.
You can also use Microsoft Dynamics AX in combination with Microsoft Office Outlook, if your system is configured to do this. Microsoft Dynamics AX can synchronize the information that is stored on this form with tasks and appointments in Office Outlook. However, only activities of the type or can be synchronized with Office Outlook.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Filtering records
Filter |
Description |
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Select the employee from the drop-down list for whom you want to see activities. To display activities for all employees, delete the value in the list, and then press ENTER. |
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Select the status of the activities from the drop-down list that you want to view:
The filter can be combined with the filter. |
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Select the type of activity that you want to view. To display all activity types, select the check box.
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Select the date on which the activity is scheduled for. |
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View the day of the week that the activity is scheduled for. |
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View the week number that the activity is scheduled for. |
Tabs
Tab |
Description |
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View information about the activities. |
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View and edit additional information about the selected activity. NoteThe specific contents (fields) on this tab vary depending on the type of activity that is displayed. For example, the field is displayed for activities of the type , but not for activities of the type . |
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View the status of the selected activity. You can also close an activity or open a closed activity. |
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View Office Outlook specific details of the selected activity, such as Office Outlook categories, roles, and team tasks. |
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View information about other items that the selected activity is assigned to. You can also assign the activity to an item. |
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View the synchronization history of the selected activity.
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View activity project information. |
Buttons
Button |
Description |
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Open the following forms to view information relating to the activity:
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Create or update the document that is attached to the activity. |
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View the transactions that are attached to the activity. |
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Invite attendees to the activity. The button will be active for appointment activities only. |
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View the recurrence pattern of any appointment or task that is synchronized with Office Outlook. These patterns can only be made in Office Outlook but viewed in Microsoft Dynamics AX. |
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Change the employee who is primarily responsible for the activity. |
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Display the filtered activities by day, week, or month, or by a period that you define. You can also undo previous display options and display all of the filtered activities. |