O'Reilly logo

Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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

Chapter 4. Working with Activities and Notes

Chapter at a Glance

Working with Activities and Notes

In this chapter, you will learn to:

Understand different activity types.

Understand the Regarding field.

Create follow-up activities.

View open and completed activities.

Create a note.

Manage your activities.

Send direct e-mail messages.

In the previous chapters, you learned how to create and manage accounts and contacts in Microsoft Dynamics CRM. In this chapter, you will learn how to record, manage, and report on the activities and notes related to those records. The word activity is a generic term that Microsoft Dynamics CRM uses to describe business interactions, such as phone calls, ...

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