Completing an Activity in Microsoft Dynamics CRM - dummies

Completing an Activity in Microsoft Dynamics CRM

By Joel Scott, David Lee, Scott Weiss

Part of Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

You make use of Microsoft Dynamics CRM to help manage your customer relations and your own workload, which includes projects that MS Dynamics CRM breaks down into Activities. To register the completion of an activity, follow these steps:

  1. At the bottom of the navigation pane, click the Workplace button.

  2. At the top of the navigation pane, under My Work, click Activities.

  3. Select an activity that you want to mark as completed.

  4. Click the Notes tab and create a note that will be attached to the record.

  5. Click the Save as Completed button.