Alternatively, if you had selected a task in the tasks folder before printing, you can then also choose the “Memo Style” choice to print the details of the selected task. To print your entire task list, select “Table Style” under “Print Style” in the “Print” dialog box that appears.
To set the printing options, click the “Print Options” button that appears to the right to open the “Print” dialog box. Then click the “Print” command at the left side of the backstage view. In order to make the one-time occurring event to a recurring event, select the Recurrence button.Īt this point, another page will open up where you can set the time, duration, recurrence pattern as well as the range of the recurrence.Īctivities are great assets to CRM, and CRM 2013 has made the process of accessing and creating activities easier than ever.To print tasks in Outlook or print your task list, open the Tasks folder. You have a list to choose from:Īt that point you're required to enter the date and time for the event. The Regarding field lets you state what the event is about. You can select the Location of the event by typing the location field, which is not required. Subject is just a text field used to provide a name for that event. You can also choose more than one attendee. You have the ability to choose the optional attendees by using the Optional field. You also have the option of choosing one of the following types of attendees: The required field lets you list out the required attendees, and you can add more than one participant. When creating a one-time appointment, the only required fields are Subject, Start Time and End Time. You also have the option for the appointment to start off as a one-time appointment and then convert it into a recurring appointment. You can set two types of appointments in CRM 2013-appointments that happen just once or recur overtime. You can save and send the email, insert email templates and articles, and customize the email form. EmailĮmail activities in CRM 2013 aren't too different from the older version either. You can write the description of the call as well as document whether it is an incoming or an outgoing call. However, there is also an option to add another user with the lookup field. The Call From field is automatically filled with the user who is responsible of creating the phone call record. The required fields are Subject, Call From, and Call To fields. You can save the phone call, mark as complete, and customize the phone record form: Phone calls are very similar to the old activity as well. The only out-of-the-box required field is the subject field. You can also customize the entire task form. Similar to the old task, you can save it and mark as complete. Once you click Task, a New Task page opens up. This makes everything much cleaner and more accessible. Rather than having to open multiple pages, you'll be able to access everything under one page. For example, when you open a contact record, you can click on Activities to see the different types of activities you can add to that record.Ĭreating activities in CRM 2013 works slightly differently than in CRM 2011. You'll have the option of creating a task, a phone call, an email or an appointment:Īnother way you can access activities is when you actually open a record. Once you click on the Create button, you'll see another set of bars open up where you can choose what activity you want to create. This button can be used to create any record or activity in CRM. On the top right corner, you will find a Create button. You'll see the Activities block below.įrom here, you can either make a task, phone call, email or a regular appointment or a recurring appointment. In CRM 2013, you'll be able to click on the Sales block that is placed right after the home button to show a set of bars to pop open. There are multiple places you can access activities: This blog will guide you through various ways of accessing and creating activities within the new CRM platform. Everything you want to see is easy to access. One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities.