Summary

Users from earlier versions of Dynamics CRM are used to the Workplace area. Now, users will find a section called My Work on each of the major areas (Sales, Service, and Marketing). Figure 7.71 shows the new My Work area.

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FIGURE 7.71 My Work.

The options presented in this chapter are either prevalent in the system or were previously listed under the Workplace option and are presented here for easy consumption and navigation purposes.

Activities are how work gets assigned, managed, and completed. This chapter explained how to work not just with Activities, but also how to assign them to users and queues. Activities are used to drive tasks, ...

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