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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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Viewing Open and Completed Activities for a Record

When you track activities related to your customers, you and other employees can reference that information to understand the complete history of interactions with those customers. Imagine a scenario in which a customer has been working with one person from your office, but that employee leaves for a week’s vacation. If the customer calls your office when that person is out, you could look up the customer’s record in Microsoft Dynamics CRM and read the activity history to get up to speed on the customer.

As you learned earlier in this chapter, all of the activity types share some common data fields. One of the shared data fields across all activity types is the Status field. The default status ...

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