Easier template selection and a improved Activities management view are pretty important features that got added in this 2020 Wave 1 Early Access. Here’s what they are!
Disclaimer: Before we proceed, please note that this is a part of the Wave 1 2020 Early Access. We can’t be sure if this will make it to the final release. Also, you can enable Early Access into your Sandbox instance only and test since it’s not recommended for Production at this point.
Easier Template Selection
Now, you can preview how the Email will look like before you select the template in the Activities
First, you need to click on Insert Template once you select the recipient of the Email
And you can preview what each applicable template will look like before making the selection
And when you select Apply Template, it was applied to the actual email.
Please note that this is only in Dynamics 365 and doesn’t translate the same to Dynamics 365 App For Outlook’s Add Template feature. By the way, if you’re looking to set up D365 App For Outlook, please check these related posts –
Old Template Selection
Old Template selection was just selecting the Template itself and you had to rely on your knowledge of what template to use from your system
Manage Activities with Ease
Now, with the 2020 Wave 1 Updates, you can now manage your Activities with ease. Simply by going into Activities, you can directly choose how you want to filter what Activities should be seen instead of going into several branches of Views and then making the selection.
Now, you can filter by the Due Date of the Activity, by default is set to All so that All Activities show
And you can also select what type of Activities you want to see by selecting from Activity Type
These very simple yet powerful features are sure to make your work around Activities area a lot better. Hope this helps!