Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

You cannot edit multiple activities at once.You cannot schedule recurring activities.You cannot edit closed activities.You cannot change one activity into another type of activity.You cannot set reminders in Microsoft Dynamics CRM for Microsoft Office Outlook for faxes, phonecalls, e-mails, letters, or campaign responses activities created in the Web application or MicrosoftDynamics CRM for Outlook.When the duration of an activity is more than 60 minutes (an hour), the time you enter is convertedinto hours. When the activity is saved, the value is rounded up and might change from the entrythat was originally displayed when it was converted from minutes into hours. Note that rounding isonly observed on the hundredth of an hour. The exact value for the duration, however, is stored inthe database in minutes, and this value is used to calculate the total billing time when resolvingcases.The letter and fax activities record when the letter or fax is sent or received. When you create theactivity, you attach the letter or fax document, such as a Microsoft Office Word file, to the record.With the mail merge feature, you can write your letter and include Microsoft Dynamics CRM data.More information: Create Customer-Ready Documents and MessagesCreate and send an e-mail activity in the Web applicationCan I do this task?This task requires permissions that are found in all default security roles. More information aboutspecific permissions and performing this task while offline: E-mail PermissionsYou can create and send e-mail activities from Microsoft Dynamics CRM from the Activities area. E-mail messagessent from Microsoft Dynamics CRM do not appear in the Microsoft Dynamics CRM mail folders in Outlook.1. Start Microsoft Dynamics CRM 4.0.2. In the Navigation Pane, click Workplace, and then click Activities.3. On the Actions toolbar, click New.4. In the New Activity dialog box, click E-mail, and then click OK.5. On the E-mail tab, you must enter the following information.FromLocate and select the sender's name.ToLocate and select one or more recipients. You can select a record from a filtered list in theForm Assistant pane, or you can click the Lookup buttonto search for other records.SubjectType a subject for your e-mail message.DurationThis field is not required, but if you are tracking the amount of time spent on cases, and thismessage is related to a case, enter the amount of time spent on this message.140 Microsoft Dynamics CRM 4.0 User’s Guide