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

the 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 about specificpermissions 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 messages sentfrom 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.DueIf you are not sending your e-mail message immediately, enter a date to complete and sendthe message. The message is not sent automatically.Enter any additional information you want. Use the Formatting toolbarYou cannot enter HTML tags or insert images into the body text of the message.TipYou can copy and paste content from Microsoft Office Word. This lets you take advantage offeatures such as spelling check and some text formatting. If your text is double-spaced, youcan press SHIFT+ENTER to single-space lines of text.You can include an image if the file is hosted on a public Web site. Use the copy and pastefeature of Microsoft Internet Explorer to include a link to the image in the message. The image30 Microsoft Dynamics CRM 4.0 User’s Guide