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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

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Chapter 2. Activities and Notes

In this chapter you will learn about:

  • Activities
  • Notes

Activities

Activities are a way for an organization to track interactions both with users in their own company and with their customers. An example of a type of activity is a manager creating a task for someone on their team to set up an appointment for the rest of the team. The appointment itself can also be an activity that is tracked in CRM. Another example is when a salesperson makes a phone call to a customer: they can track the content of the conversation and duration in CRM.

Business scenarios

Race2Win Insurance Company sells insurance products all over the world. They recently launched a campaign around new products they'll be offering in the upcoming year. ...

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