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Close an activity


Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Activity types that can be closed


  • Tasks

  • Faxes

  • Phone Calls

  • Letters

  • Appointments

  • Service Activities

  • Campaign Activities

Unless you have created an activity record by mistake, it is better to close or convert an activity than to delete it. You can view closed or converted activities at a later date for reference, or run reports to determine the success rate of your activities.

  1. Navigate to activity records.

In the Navigation Pane, click Workplace, and then under My Work click Activities.

- OR -


To work with activities associated with a record, open the record and then click Activities.

  1. Open the activity that you want.

  2. On the Actions menu, click Close activity type. For example, if you are in a task record, click Close Task.

  3. In the confirmation dialog box, select the status that you want from the Status list, such as Completed or Canceled, and then click OK.

Notes

  • When you close an activity, the activity becomes read-only and cannot be edited or reopened.

  • To view closed activities, do one of the following:

  • In the Activities list, select the Closed Activities view.

  • Use Advanced Find, and specify Activity Status in the search criteria.

  • From an Account, Contact, Lead, or Opportunity record, under Common, click Closed Activities. In the Filter on and Include lists, select the view options that you want.

  • It is not possible to close multiple activities at once.

  • The only way to close an e-mail activity is to send it. If you do not use Microsoft Dynamics CRM to send or receive e-mail, click Send. This will close the activity, but no e-mail message will be sent.



Convert an activity to an opportunity


Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Activity types that can be converted


  • Faxes

  • Phone Calls

  • E-mail Messages

  • Letters

  • Appointments

  1. Navigate to activity records.

In the Navigation Pane, click Workplace, and then under My Work click Activities.

- OR -


To work with activities associated with a record, open the record and then click Activities.

  1. Open the activity that you want.

  2. On the Actions toolbar, click Convert Activity, and then click To Opportunity.

  3. In the Convert Activity to Opportunity dialog box, enter information in the following boxes:

  • Customer

You must click the Lookup button to select or create a new customer.

  • Source Campaign

Click Lookup if you want to associate a source campaign with this activity.

  • Actions

By default, Microsoft Dynamics CRM automatically completes the following operations during the conversion.

  • Close the activity as completed.

  • Open the new opportunity after the conversion.

  • Create a campaign response based on the information included in the opportunity.

Important If you are converting an activity to an opportunity that is not associated with a Source Campaign, you must clear the Record a closed campaign response check box.

To change the conversion operations, clear the associated check boxes.



  1. In the Convert Activity to Opportunity dialog box, click OK.

  2. Click Save or Save and Close.

Note

The originating activity becomes a related activity for the new opportunity. If the activity is open, it appears in the Activities list for the opportunity. If the activity is closed, it appears in the Closed Activities list.


Related Topics


Manage Activities 22

Managing Opportunities 301

Managing Leads 280



Convert an activity to a case


Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions



  1. Navigate to activity records.

In the Navigation Pane, click Workplace, and then under My Work click Activities.

- OR -


To work with activities associated with a record, open the record and then click Activities.

  1. Open the activity that you want.

Activity types that can be converted

  • Faxes

  • Phone Calls

  • E-mail Messages

  • Letters

  • Appointments

  1. On the Actions toolbar, point to Convert Activity and then to Case.

  2. In the Convert Activity to Case dialog box, enter information in the following boxes:

  • Customer

You must click the Lookup button to select or create a new customer.

  • By default, Microsoft Dynamics CRM automatically completes the following operations during the conversion:

  • Close the activity as completed.

  • Open the new case after the conversion.

To change the conversion operations, clear the associated check boxes.

  1. In the Convert Activity to Case dialog box, click OK.

Note

The originating activity becomes a related activity for the new case. If the activity is open, it appears in the Activities list for the case. If the activity is closed, it appears in the Closed Activities list.


Related Topics


Work with Appointments 427

Work with E-mail Activities 180

Manage Activities 22




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