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Maximizing Your Sales with Microsoft® Dynamics™ CRM 2011 by Adam Kachinske, Timothy Kachinske, Edward Kachinske

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Chapter 7. Scheduling Activities within the CRM Web Client

Working with activities in Microsoft Dynamics CRM

In this chapter, you’ll learn how to manage activities within the web-based Microsoft Dynamics CRM application. Most users use Outlook to manage their calendars on a day-to-day basis, so be sure to read Chapter 5, which covers basic activity functions within Outlook.

Task A Viewing the calendar in Microsoft Dynamics CRM

The Activities list view shows a listing of activities (appointments, tasks, service activities, e-mails, etc.) in a spreadsheet-like format. You can filter this list to show just specific activities, and you can use the View drop-down to configure pre-defined ...

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