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Using the Activities View in CRM

January 29, 2010

Microsoft Dynamics CRM is much more than a fancy rolodex that keeps track of your contacts.  It will also help you manage activities, such as phone calls, tasks, e-mails, letters, and appointments.

The activities view in Microsoft Dynamics CRM lets you work with activities that have been tracked in the CRM system.

Step-by-Step Instructions

  1. On the Navigation pane, click the Workplace option and choose Activities.
  2. Use the filter at the top of the screen to set the activities you’d like to see.
  3. Any changes made to activities in this view will sync to Outlook automatically.

Tips & Tricks

  • Think of this Activities view as a great way to create simple activity reports.  You could, for example, bring up a list of all high priority tasks finished this week, and then you could export this list to Excel for pivot table reporting.

 

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