One Click Activity enables user to create crm activities for an entity from the entity grid in a single click. You no longer need to open the entity first and then add the activity or create an activity and search for the entity. One Click Activity create activity toolbar button in the entity’s grid.
These button show up in both the main grid, associate grid and the advanced find. This enables users the option to work from list a list in the grid.
One Click Activity is easy to configure. Use One Click Activity login form to log into you Microsoft Dynamics CRM with an account that has customization rights. You can log into “On-premise”, “Internet facing”, or “live”. You do not need direct access to the server. You then just choose your entity (Account, Contact, Opportunity, Lead, and Incident) and click the activities you would like to add (Phone Call, Task, Email, Fax, Letter, Appointment, and Service Appointment).
Make sure that the users belong to a security role that has ISV Extensions enabled. One Click Activity will work online, in outlook and outlook offline just make sure your System Setting is configured to show ISV.Config in all these places.
Please comment about what other actions you would like to see added to One Click Activity. Please contact us at www.icrm.ca if there is a custom project you would like done.