2011 User's Guide Copyright

Convert an e-mail to another record type

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.
   

- OR -

2. 
   Open the e-mail activity that you want to convert.
   
3. 
   In the Actions toolbar, point to Convert Activity, and then click the record type that you want to convert to.
   
4. 
   In the dialog box, type the appropriate information.
   
5. 
   By default, Microsoft Dynamics CRM is set to perform specific operations when the conversion occurs. To change the conversion operations, clear the associated check boxes.
   
6. 
   Click OK.
   

Related Topics Work with E-mail Activities 180 Manage Activities 22 Sending and Receiving E-mail in Microsoft Dynamics CRM for Outlook 178

Assign to Queue or User Form

Can I do this task?

If the Assign button is not visible on the toolbar, the security role assigned to your account does not have permission to assign this type of record. To check your permissions for a specific record, open the record, click the File menu button , and then click Properties.

More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   Navigate to activity records.
   

- OR -

2. 
   In the list of records, select the record that you want.
   

• 
  Select several records by pressing the CTRL key while you click each record.
  
• 
  Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
  
• 
  Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
  

1. 
   On the File menu, click Options.
   
2. 
   On the General tab, in the Records Per Page list, select the number of records to display per page.
   
3. 
   Click OK.
   

3. 
   In the Collaborate group, click Assign.
   
4. 
   In the Assign to Team or User dialog box, type all or part of the queue or user name, and then click the Lookup button .
   
5. 
   In the Look Up Records dialog box, in the Look for list, select the type of record you want to find.
   
6. 
   In the Search box, type the first few letters of the name of the record to narrow your search, and then click the Find button .
   
7. 
   In the list of records, select the check boxes for the records that you want to add, click Add, and then click OK.
   
8. 
   On the User or Queues form, click OK.
   

Related Topics Share or Assign Records and Views 50 Manage Activities 22

Add, edit, or delete a note

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

Record types that you can add notes to

• 
  Accounts
  
• 
  Appointments
  
• 
  Campaigns
  
• 
  Campaign Responses
  
• 
  Cases
  
• 
  Competitors
  
• 
  Contacts
  
• 
  Contracts
  
• 
  Faxes
  
• 
  Leads
  
• 
  Letters
  
• 
  Marketing Lists
  
• 
  Opportunities
  
• 
  Phone Calls
  
• 
  Products
  
• 
  Service Activities
  
• 
  Tasks
  

1. 
   Open the record that you want.
   
2. 
   For most record types, click Notes and Activities:
   

• 
  On the E-mail form, click Attachments.
  
• 
  On the Service Activity form, click Service Activity .
  
• 
  On the Case form, click Notes and Article.
  

3. 
   To add a note, click Add a new note.
   

To open and edit a note, double-click the status row above the note, or right-click the note and then click Open.

4. 
   In the Note form, you can make changes to the following:
   

• 
  Title
  

• 
  Note content
  

• 
  Regarding
  

• 
  File Attachment section
  

Tips

• 
  Each note can have only one attached file, so if you need to attach multiple files, create a note for each file.
  
• 
  The maximum size of the file that you can attach to a record is defined by your system administrator. More information: System Settings Dialog Box - E-mail Tab
  

5. 
   Click Save or Save and Close.
   

• 
  To paste text from the Clipboard into a note, open the note, and then press CTRL+V.
  
• 
  To use a tab in a note, copy the text from a file that includes the tab, and then use CTRL+V to paste the text into the note.
  

To delete a note, double-click the status row of the note to open it, and then on the Actions menu, click Delete Note. If you do not have appropriate permissions to delete any of the records associated with the note, you will not be able to delete the note.

Related Topics Add a Note or Attach a File 29