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

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Understanding the Regarding Field

You can track to-dos and other follow-up activities as tasks in Microsoft Dynamics CRM, much as you can in Outlook. When you create an activity in Microsoft Dynamics CRM, you can use the Regarding field to specify a customer or other record to which the activity is associated. When you enter a value in the Regarding field, you create a link between the activity and the selected record so that the activity is displayed from the specified record. Using the Regarding field provides additional data about your activities, and this data might help your organization better understand how employees spend their time in addition to categorizing the various customer interactions.

By default, you can set an activity to be ...

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