The Workplace provides built-in Dynamics 365 dashboards and activities to help you plan, track, and organize all communications. It's available in the navigation pane.
1. Dashboards
The PowerWorker Engage solution includes three built-in Dynamics 365 dashboards:
Development Overview dashboard
Event Overview dashboard
Fundraising Overview dashboard
2. Activities
The PowerWorker Engage solution includes Dynamics 365 Sales activity tracking. Activities help you plan, track, and organize all communications. For example, when you're working with contacts and accounts, activities can help you track:
Taking notes
Sending emails
Making phone calls
Setting up appointments
Assigning tasks
Dynamics 365 Sales automatically timestamps every activity and records who created it. You can review this history of activities in List, Calendar, or Kanban view while working with a contact or account.
To get the most out of PowerWorker Engage, use activities to track every email, phone call, task, and appointment. Using activities helps ensure every contact and account history is complete