April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Add Related Activities
Clicking the case title (in our example, Case Sample), you can easily create an activity that will be associated with the case by selecting activities from the top navigation (see Figure 10.25). You can use this option, for example, to add a reminder to call the customer with the resolution at a specific date and time.
FIGURE 10.25 Adding a related activity.
In addition, by following the process flow at the top of the screen, you can easily see the recommended process to follow for case closeout (our example is Phone to Case).
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