There are several To-Do type programs out there, and everyone seems to have their own preference to what is the best tool to use. I will argue why To-Do is the best one for Microsoft users, and why Dynamics and To-Do now makes sense.
A video of To-Do if you are not familiar with the application:
I use To-Do as a tool in my every day work with Outlook and Dynamics. For this to work it is important that you have naming convention in place when working with Dynamics 365 and tasks.
Opportunity
On the opportunity I add a task that has a due date. I prefer to not use the use phone call, because tasks are pretty much the same thing. In my company we don’t have a CTI integration, and we don’t report on number of phone calls.
Outlook
I am using server side sync in D365, so during the next sync my task will appear in Outlook with a view over my tasks. That is fine and all, but if you are like me, the reminders in outlook is full of tasks and calendars. It is too hard to keep track.
To-Do
Now if you open To-Do, you will notice that it also has the list of tasks from CRM 🙂 Because there is no integration with Dynamics lookups, I use the names to remind me what the task was regarding.
When done, I close the task, and CRM is updated with a complete task.
To-Do is available as applications on all devices, and that is why I favor this application. They are continuously adding functions, to integrate it further with all Microsoft products. They are also working on integration with Planner so we can use one app for all tasks no matter where we are!!!
CRM Keeper 