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

NotesThe originating activity becomes a related activity for the new lead. If the activity is open, it appears inthe Activities list for the case. If the activity is closed, it appears in the History list.The icon in the Activities list changes.Assign an activity to a user or queueCan I do this task?If the Assign buttonis not visible on the toolbar, the security role assigned to your account doesnot have permission to assign this type of record. To check your permissions for a specific record, openthe record, click the File menu button, and then click Properties.More information about specific permissions and performing this task while offline: Common TaskPermissions1. Navigate to activity records. In the Navigation Pane, click Workplace, and then under My Work clickActivities.– OR –To work with activities associated with a record, open the record and then click Activities.2. In the list of records, select the record that you want.Or, select multiple recordsSelect several records by pressing the CTRL key while you click each record.Select a sequence of records by clicking the first record that you want, and then press the SHIFTkey while you select the last record that you want.Select all records on the page by selecting the Select/clear all records on this page check boxat the top of the list.By default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increasethe number of records displayed and thereby increase the number of records you can select at one time. Todisplay up to a maximum of 250 records per page:4. On the Tools menu, click Options.5. On the General tab, in the Records Per Page list, select the number of records to displayper page.6. Click OK.This changes the number of items that is displayed for all lists, which may slow response time when youswitch record types. Therefore, you might want to set it back to a smaller number when you are done withthis bulk action.On the Actions toolbar, click the Assign button .36 Microsoft Dynamics CRM 4.0 User’s Guide