Q&A
Q. What if I do not want to use one of the entities described here? Can I ignore it in Microsoft Dynamics CRM?
A. You can ignore an entity and not use it. You can also delete an entity, although that is not recommended because you might want to use it later.
Q. I rely on the Tasks feature in Microsoft Outlook. How do these tasks associate with activities in Microsoft Dynamics CRM?
A. An Outlook task synchronizes to a Microsoft Dynamics CRM activity of type Task. You can manage your activities/tasks from either Outlook tasks or Microsoft Dynamics CRM activities.
Q. What are the disadvantages of renaming Account to Customer and using leads for all prospects?
A. Although the system supports your ability to do this, you will significantly limit ...
Get Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours now with the O’Reilly learning platform.
O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.
