Microsoft Dynamics CRM 2011 Unleashed

Activities

Work gets assigned, completed, and reported on through activities. Combined with queues, explained further in this chapter under “Queues,” activity management offers a good reflection of the status of work in an organization.

An activity can consist of the following:

• Task

• Fax

• Phone Call

• E-mail

• Letter

• Appointment

• Service Activity

• Campaign Response

• Recurring Appointment

• Custom Activity

When you select the New button to create a new activity, you will be prompted to select the type of the activity (see Figure 7.3).

Figure 7.3 Activities list.

After an activity is created, it can be assigned to another user or queue, ...