Create or edit other activities in Outlook
Can I do this task?These activities are not displayed in the Outlook calendar or task list.
- Start Outlook. (Microsoft Dynamics CRM Online for Outlook must be installed.)
- Under Workplace, expand My Work, and then expand Activities.
- On the Actions toolbar, click New.
- In the New Activity dialog box, select the activity you want, such as Fax or Letter, and then click OK.
- Enter the information that you want. You must enter any required information. In addition, at a minimum, entering information in the following boxes is useful when you or others in your organization refer to the activity later.
- Subject
You can quickly sort on the subject when you view activities.
- Owner
Microsoft Dynamics CRM Online automatically fills this box with your name. You can locate and select another owner. The activity appears in their Activity area.
- Duration
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.
- Due
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.
- Subject
- Click Save or Save and Close.
Microsoft Dynamics CRM Online for Outlook does not set reminders for these types of activities.
for the field that contains the linked record to search for and link to related records. For example, you can search for and enter the Note
When the duration of an activity is more than 60 minutes (an hour), the time you enter is converted into hours. When the activity is saved, the value is rounded up and might change from the entry that was originally displayed when it was converted from minutes into hours. Note that rounding is only observed on the hundredth of an hour. The exact value for the duration, however, is stored in the database in minutes, and this value is used to calculate the total billing time when resolving cases.
