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Create and complete activities

Create and complete activities: Microsoft Dynamics CRM Essential Training
Create and complete activities: Microsoft Dynamics CRM Essential Training

Use activities to track all your communications with customers (and other accounts): phone calls, email messages, appointments, faxes, service requests. Create tasks for specific customers, or for general tasks. Activities specific to a record are displayed in your Activities feed. Click the down arrow on the Activities view name to choose other views to display closed (completed) activities.

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Skill Level Beginner
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