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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Appointment

You can use an Appointment activity to schedule users for appointment-type activities (see Figure 7.14).

Figure 7.14 Appointment activity.

image

Both the Required and Optional fields allow multiple records consisting of Accounts, Business Units, Contacts, Facility/Equipment, Lead, Team, or Users.

Tip

To rapidly enter information in the Required or Optional fields, enter the names separated with a semicolon. The system attempts to resolve the entered information automatically; where it is unable to do so, it displays a warning enabling you to either select from the quick-find (with multiple matches) or create a new entry (see Figure 7.15 ...

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Publisher Resources

ISBN: 9780132682084Purchase book