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Microsoft Dynamics CRM 2013 Unleashed
book

Microsoft Dynamics CRM 2013 Unleashed

by Marc Wolenik
April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Sams
Content preview from Microsoft Dynamics CRM 2013 Unleashed

Appointments

Appointments differ from Service Activities because they don’t need to have a service associated with them. To create a new Appointment, go to the Service area, select Service Calendar, and then click Appointment. Figure 10.18 shows the Appointment window.

Image

FIGURE 10.18 Creating a new Appointment.

The required fields for the Appointment are the Subject field and the Start Time and End Time fields. If you want, you can specify the required resources or materials necessary for the Appointment and the optional resources.

After the Appointment is created, you can save the activity as Completed, or you can convert the activity to an Opportunity ...

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Publisher Resources

ISBN: 9780133518368Purchase book