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Add activities to the timeline

Add activities to the timeline: Microsoft Dynamics CRM: Customer Service
Add activities to the timeline: Microsoft Dynamics CRM: Customer Service

Capture case-related communications with customers and other team members by entering them in the timeline as activities. Click the + button in the timeline then select a type of activity: Email, Task, Note, Appointment, or Phone Call. Enter activity details in the form provided, then click Save to save the activity. The latest activity appears at the top of the timeline.

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Skill Level Beginner
2h 18m
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