NTBuddy

A place to learn about Microsoft SharePoint and Microsoft Dynamics CRM

Dynamics CRM 4 Tasks

 One item of great interest is that of Tasks. Before phone call type activities set for future dates wouldn't appear in Outlook. This was due to Outlook not having a task that was specific to a phone call.

 Here I'm within the web client and choose to Insert a phone call activity.

Insert Activity: Phone Call 

Next I setup the phone call with a  future date and the basic information that I needed.

Activity: Phone Call 

The last item was to load the Outlook client and wait for synchronization to complete and opened the task from the Outlook 2007 task pane.

Activity: Phone (Outlook View) 

As you can see you have the same information as what you have in the web browser client and at the top of the screen  that the call is from "[CRM] Phone call regarding: ". This is a huge benefit as you know will be able to use the Outlook client for a lot more functionality.

Posted: Dec 04 2007, 06:22 PM by NTBuddy | with no comments
Filed under: