O'Reilly logo

Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Appointments

Appointments differ from Service Activities because they don’t need to have a service associated with them. To create a new Appointment, go to the Service area, select Service Calendar, and then click Appointment. Figure 10.18 shows the Appointment window.

Image

FIGURE 10.18 Creating a new Appointment.

The required fields for the Appointment are the Subject field and the Start Time and End Time fields. If you want, you can specify the required resources or materials necessary for the Appointment and the optional resources.

After the Appointment is created, you can save the activity as Completed, or you can convert the activity to an Opportunity ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required