This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
In the Navigation Pane, click Workplace, and then under My Work click Activities.
- OR -
To work with activities associated with a record, open the record and then click Activities.
Open the e-mail activity that you want to convert.
In the Actions toolbar, point to Convert Activity, and then click the record type that you want to convert to.
In the dialog box, type the appropriate information.
By default, Microsoft Dynamics CRM Online is set to perform specific operations when the conversion occurs. To change the conversion operations, clear the associated check boxes.
Navigate to activity records.