Microsoft Dynamics® CRM 4.0 Step by Step

Chapter 4. Working with Activities and Notes

Chapter at a Glance

In this chapter, you will learn to:
✓	Understand different activity types.
✓	Understand the Regarding field.
✓	Create follow-up activities.
✓	View open and completed activities.
✓	Create a note.
✓	Manage your activities.
✓	Send direct e-mail messages.

In the previous chapters, you learned how to create and manage accounts and contacts in Microsoft Dynamics CRM. In this chapter, you will learn how to record, manage, and report on the activities and notes related to those records. The word activity is a generic term that Microsoft Dynamics CRM uses to describe business interactions, such as ...