April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Appointment Activities
You can use an Appointment Activity to schedule users for appointment-type Activities (see Figure 7.26).
FIGURE 7.26 Appointment Activity.
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.
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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.