Dynamics - Add contact activity

The Add Contact Activity step creates a Task or Phone Call strictly on a Contact record in your Microsoft Dynamics CRM, with no fallback to a Lead if no Contact is found.

Add Contact Activity step configuration in Dynamics

Step configuration

When you add this step to a Journey, configure the following fields:

• Subject (required): Sets the title of the activity in Dynamics.
• Description: Provides additional details or notes for the person completing the task.
• Activity Type: Choose whether to log the activity as a Task or a Phone Call.
• Owner (required): Select the Dynamics user who will be assigned the activity.
• Schedule: Optionally set a delay for the activity (for example, "Schedule to start in 2 days").

Strict Contact matching

Because this step is designed specifically for Contacts, eMarketeer uses a strict search process:

• eMarketeer searches Dynamics exclusively for a matching Contact.
• If a Contact is found, the activity is created and attached to that Contact record.
• If no Contact is found: The step is skipped and no activity is created. eMarketeer does not attempt to find or update a Lead record.