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

TipTo open the Microsoft Dynamics CRM activity to add or edit additional information, click Viewin CRM.6.Create a task or an appointment in a Microsoft Dynamics CRM form1. In the Outlook Navigation Pane, under Microsoft Dynamics CRM, expand Workplace.2. Under Workplace, expand My Work, and then expand Activities.3. On the Actions toolbar, click New.4. In the New Activity dialog box, click Task or Appointment, and then click OK.5. Enter the information that you want. You must enter any required information. In addition, at aminimum, entering information in the following boxes is useful when you or others in yourorganization refer to the activity later.SubjectYou can quickly sort on the subject when you view activities.OwnerMicrosoft Dynamics CRM automatically fills this box with your name. You can locate andselect another owner. The activity appears in their Activity area.DurationIf this activity is related to a case, make sure that you record the time you spend on theactivity in this box. If the case is linked to a contract line, the durations of all the activitiesfor this case are tallied and updated automatically in the related active contract. The total,which includes the totals from any other cases relating to that contract, can be adjustedmanually before billing the customer.DueEnter the date and time that the activity is expected to take place or be completed. You canquickly sort on the Due field when you view activities.6. Click Save or Save and Close.After records are synchronized, appointment reminders are automatically set up in Outlook for 15minutes prior to the appointment. Tasks created in the Web application or created for anappointment today do not generate reminders.NotesWhen 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.When Outlook tasks and appointments with attachments that have been saved in Microsoft DynamicsCRM are synchronized between the Microsoft Dynamics CRM server and Microsoft Dynamics CRM for418 Microsoft Dynamics CRM 4.0 User’s Guide