1. Can David add one task to Outlook and a different task activity to Microsoft Dynamics CRM? What would his Outlook task list look like? What would his open activities list look like?
2. What does David do in Microsoft Dynamics CRM when he gets a new lead at the national coffee roasters’ event?
3. What are David’s options for entering a new lead in Microsoft Dynamics CRM?
4. Why does David close activities when they are done?
5. Can Jim Brown, sales manager, see David’s activities? Is such transparency valuable? Why?