CREATE A NEW ACTIVITY

  1. Navigate to the contact or account you want create an activity for.

a. On the nav bar, choose Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.

b. Click or tap the work area name, and then click or tap Accounts or Contacts.

  1. In the list of contacts or accounts, click or tap a name, and then click or tap Activities.

  2. To create a new phone call or task, click or tap Add Phone Call, or click or tap Add Task. Or, to create a new email or appointment, click or tap the More Command ( ), then click or tap Email or Appointment.

Activities