Create New Activity

You can create a new activity for a record by clicking on “Create New Activity” icon associated with specific record. For example lets create an appointment. [1]

 

Select the Appointment from the select activity and fill the required fields to create an appointment. [2]

 

Appointment should have a subject and time details.

 

The appointment that is added can be viewed in detailed view of record in Dynamics CRM.

Post a Comment