April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Activities
Activities are where all future events are shown. Figure 6.17 shows the Activities for our selected Account with the default view shown of Open Activity Associated View.
FIGURE 6.17 Account Activities.
When a new Activity is created (either in CRM or in Outlook, provided it is tracked to CRM), it is shown here until it is marked as closed.
Caution
Even if you set the date for something as previous to today’s date, the Activity will remain open until it is marked as closed. One way to address this is to create a workflow that automatically closes all Activities with a prior date; however, you risk closing items that should remain pending. ...
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I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.