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To add a new activity from a record, click New Activity. You can also click the activity icons on the Actions toolbar, or on the New menu, point to New Activity, and then select the activity type.
Enter a meaningful description that can help you easily identify the activity in the Activities list view. The subject field is required because, by default, most of the Activities views are sorted by it. This field is not related to Subjects, which are the hierarchical list of categories used to relate and organize information in Microsoft Dynamics CRM Online.
This field is used to link the activity to another record so that you can view the activity from the record. If you create a new activity from a record, this is automatically filled out.
This box represents the user who owns the activity. By default, it is set to the user who creates the activity.
If this activity is related to a case, make sure that you record the time you spend on the activity in this box. If the case is linked to a contract line, the durations of all the activities for this case are tallied and updated automatically in the related active contract. The total, which includes the totals from any other cases relating to that contract, can be adjusted manually before billing the customer. The maximum duration of an appointment or service activity is 10 days.
Enter the date and time that the activity is expected to take place or be completed. You can quickly sort on the Due field when you view activities.
You can use this field to record the user in your organization who initiated an outgoing communication. Alternatively, if this is an incoming communication from a customer, you can select the lead, account, or contact who initiates the communication. The sender must be a valid Microsoft Dynamics CRM Online account, contact, or lead, but can also be a Microsoft Dynamics CRM Online user. By default, this box contains the name of the user who creates the activity.
This is the person, typically an account, contact, lead, or Microsoft Dynamics CRM Online user, that receives the communication.
You can use these text fields to categorize tasks so that you can sort or view your tasks by category and/or sub-category.