Using different types of activities, you can record the interactions and communications you have with customers while conducting your daily business. Set the Regarding field to reflect the account or customer you performed the activity for and the information will be available in that record. These are the different activities:
- Task: Use tasks to create a virtual to-do list. Enter tasks like "pick up business cards" or "choose design color scheme" to help track the things you need to get done.
- Fax: Note the details of the faxes that you sent and received.
- Phone Call: Use the Phone Call activity to track who you spoke with and what you talked about. You can even track whether you made or received the call.
- E-mail: Send e-mail to your contacts and accounts directly from Microsoft Dynamics CRM or simply note e-mails that you sent through other e-mail systems.
- Letter: Use the Letter activity to log what letters you have sent and received.
- Appointment: Appointments can help you track when you have meetings or other engagements. They appear in your Calendar section, helping you plan your day.
- Service Activity: Schedule a service, such as repairing a product, either manually or use Microsoft Dynamics CRM scheduling to search for and select an available time and resources.
- Campaign Response: Determine the success of your marketing efforts by tracking campaign response items separately from other activities and assigning them to the related campaign.
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