Dynamics 365
Sales Hub
T

My Tasks

Open

4/4

Follow up discovery notes

Regarding
Priority
Due Date
9/5/2025

Send demo recording

Regarding
Priority
Due Date
9/6/2025

Prepare proposal

Regarding
Priority
Due Date
9/7/2025

Confirm QBR agenda

Regarding
Priority
Due Date
9/8/2025

Completed

2/2

Send meeting invite

Regarding
Priority
Due Date
9/1/2025

Share pricing sheet

Regarding
Priority
Due Date
9/2/2025

Canceled

1/1

Pricing review with finance

Regarding
Priority
Due Date
9/2/2025

Scheduled

3/3

Schedule follow-up call

Regarding
Priority
Due Date
9/10/2025

Book demo prep session

Regarding
Priority
Due Date
9/11/2025

Draft SOW outline

Regarding
Priority
Due Date
9/12/2025