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  2. D365 FinServices
  3. Activities

Generate Bulk Activities

 

There are times when you may wish to generate Bulk Activities (Tasks, Phone Calls, Letters, File Notes) on a number of Contacts at once. 

We simplify this by asking you to create a Bulk Activity "batch" record. This is where you setup the activities (WHAT) you'd like to generate and target an audience (WHO). Once executed, we clone those activities to all Contacts on your behalf.

 

Navigate

  • Click the  Work Areas navigation item
  • Select Configuration
  • Select Bulk Activities

01-SiteMap-Configuration.jpg

  • A list of existing un-actioned Bulk Activity batch records is displayed

 

Create

  • Click New

02-New-Bulk-Activity.jpg

  • Enter a Name
  • Click SAVE

 03-Setup-New-Bulk-Activity.jpg

List Types

We need to define a target audience who we will generate/clone your activities to. To target the right audience we can either of two methods to identify the Contacts:

04-List-Types.jpg 

Marketing List

Using this List Type will require you to specify (or create) a "Static" Marketing List

  • Select List Type = Marketing List
  • Select the icon_search.png Lookup icon

 05-Select-Marketing-List-Lookup.jpg

  • In the Look Up Records window find the existing Marketing List or create a New one
Caution

Please note this function currently does not support Dynamic Marketing Lists

Link

For assitance with creating a Static list, see the Create a Marketing List article

  • Click SAVE

 

FetchXML

Using this List Type will require you to run an Advanced Find and copy/paste the FetchXML code of your query back to your Bulk Activity record.

  • First run an Advanced Find to Look For: Contacts
Link

Please see the Advanced Find (Basic) article for an intro to basic techniques

  • Once you have the Results you require...
  • Click the Download FetchXML button
    *make sure you are on the Advanced Find tab, not the Results page

07-Download-FetchXML-AdvFind.jpg

  • Open the downloaded file in Notepad or any text editor
  • Copy all the text

08-FetchXML-in-Notepad.jpg

  • Open your Bulk Activity record again
  • Select List Type = FetchXML
  • Paste your Advanced Find code from Notepad into the Query field

06-Select-FetchXML.jpg

  • Click SAVE

 

Add Activities

Now you are ready to add one/many activities that you'd like to generate/clone for all targeted records. 

  • Select the Activities Tab
  • Click the ui_plus-new.png to add an activity

 09-Activities-Tab.jpg

  •  Setup the activities (one or many) how you would like them to appear on each record (once cloned)
Important

For each activity you generate, please click MARK COMPLETED before you initiate the Bulk Activity "Run" button

 10-Activites-Ready.jpg

Tip

Activity Types supported currently are:  File Note, Letter, Phone Call & Task

 

Run The Process

Once you are ready to generate/clone all the records follow the below steps:

  • Click RUN

11-Run-Bulk-Activity.jpg

  • Select Deactivate in the popup
    The Bulk Activity batch record will be deactivated once sent for processing

12-Confirm-Deactivation.jpg

 

Warning

Processing can take some time, depending on the number of activities, and the audience size

 

 

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