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Create and edit appointments

Create and edit appointments: Microsoft Dynamics CRM Essential Training
Create and edit appointments: Microsoft Dynamics CRM Essential Training

Create an appointment to specify a time to meet with customers. In the Activities area click Appointment on the command bar. Enter required and optional information. Click Save to create the appointment. A schedule conflict warning is displayed if any of the participants (on your network) have a schedule conflict. After saving the appointment you can add attachments to the appointment. If your organization integrates CRM with Outlook, you can create your customer appointments in Outlook.

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Skill Level Beginner
3h 2m
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