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

a. In the Navigation Pane, click Workplace, and then under My Work click Calendar.b. Under Create a New, click Appointment.Service Calendara. In the Navigation Pane, click Service, and then click Service Calendar.b. On the Actions toolbar, click New, and then click Appointment.Activities areaa. In the Navigation Pane, click Workplace, and then under My Work click Activities.b. On the Actions toolbar, click New.c. In the New Activity dialog box, click Appointment, and then click OK.4. In the Appointment dialog box, on the Appointment tab, you must enter information in thefollowing fields:SubjectEnter a description of the appointment. The first 12 characters appear in the Workplacecalendar and Service calendar.Start TimeEnter the date and time that the appointment begins.End TimeEnter the date and time that the appointment ends. Microsoft Dynamics CRM automaticallysets the appointment for a duration of 30 minutes starting on the next half hour.RequiredTo locate and select participants that must attend this appointment, click the box next to thelabel. You can select a record from a filtered list in the Form Assistant pane, or you can clickthe Lookup button to search for other records.Participants are not sent notification of new or updated appointments. In Microsoft DynamicsCRM for Outlook you can include recipients that are not contacts in Microsoft Dynamics CRM.The names are displayed as red text. Click the red name to resolve it to an existing contact oraccount, or create a new record.Add optional information.To add Optional participants, click Lookup to search for records.In the Location box, enter the room or address where the appointment will occur.In the Show Time As list, select how you want the appointment to appear on yourcalendar. If you select Free or Tentative, other appointments and service activities can bescheduled during that time.In the Duration box, record the time you spend on the activity. If this activity is related to acase and the case is linked to a contract line, the durations of all the activities for this caseare tallied and updated automatically in the related active contract. The total, which includesthe totals from any other cases relating to that contract, can be adjusted manually beforebilling the customer. The maximum duration of an appointment or service activity is 10 days.Microsoft Dynamics CRM 4.0 User’s Guide 381