Microsoft Dynamics CRM Centro de clientes

Email, appointments, tasks, and other assorted CRM activities

Everything revolves around activities

Find activities for your area

View and filter your activities to show only the ones you want

Add a new activity by tracking it

Use the tracking pane to find related records

Track an incoming email activity

Create and track an outgoing email activity

Create and track an appointment activity

Create and track a task activity

When are records synchronized with Microsoft Dynamics CRM?

What if you want to stop tracking a record?

Mark your activity complete

Flag an activity for follow up

Best practices for activities