Description:
In HubSpot, it's incredibly efficient to create tasks directly from the overview of companies, contacts, opportunities, or leads. You can select one or more records in the grid, click "Create Task," and a quick task creation window appears—allowing you to define the task name, description, type, and more. The entire process takes just a few minutes.
In Dynamics 365, this intuitive functionality is missing. Currently, there is no native way to mass-create activities (like tasks) directly from the grid view while maintaining associations with the selected records.
Why This Matters:
- Efficiency: Users need to create follow-up tasks for multiple records quickly, especially in sales and service scenarios.
- User Experience: The current process is unintuitive and time-consuming compared to platforms like HubSpot.
- Data Integrity: Workarounds like Quick Campaigns do not associate the activity with the original record (e.g., contact or account), which breaks the data relationship.
Workarounds Tried:
- Quick Campaigns (but activities are not linked to the original record)
- Power Automate flows for bulk creation
- Exporting IDs and re-importing tasks via Excel
- Custom ribbon buttons using Ribbon Workbench
- Third-party tools (e.g., Click Dimensions)
These workarounds are either too technical, time-consuming, or lack full integration with the record relationships.
Suggested Solution:
Introduce a native "Create Task" button in the grid view for entities like Contacts, Accounts, Leads, and Opportunities. This button should:
- Allow selection of multiple records
- Open a quick task creation form
- Automatically associate the task with each selected record
- Support task attributes like subject, description, due date, priority, and owner
This would bring Dynamics 365 closer to the usability standard set by HubSpot and significantly improve productivity for users.