Create or edit other activities in Outlook

Can I do this task?

Outlook sets reminders for task and appointment activities, but not for other Microsoft Dynamics CRM activity types.

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. In the Navigation Pane, open the organization.
3. Under Workplace, expand My Work, and then click Activities.
4. If you have Outlook 2007 installed, on the CRM toolbar, click New Activity, and then click the type of activity that you want to create.

   - OR -

   If you have Outlook 2010 installed, click the Activities tab, and then in the New group, click the type of activity that you want to create.

5. Enter the information that you want. You must enter any required information. In addition, at a minimum, entering information in the following boxes is useful when you or others in your organization refer to the activity later.
   • Subject

     You can quickly sort on the subject when you view activities.

   • Owner

     Microsoft Dynamics CRM automatically fills this box with your name. You can locate and select another owner. The activity appears in their Activity area.

   • Duration

     If this activity is related to a case, make sure that you record the time you spend on the activity in this box. If the case is linked to a contract line, the durations of all the activities for this case are tallied and updated automatically in the related active contract. The total, which includes the totals from any other cases relating to that contract, can be adjusted manually before billing the customer.

   • Due

     Enter the date and time that the activity is expected to take place or be completed. You can quickly sort on the Due field when you view activities.

6. Click Save or Save and Close.

Notes

If the duration of an activity is more than 60 minutes (an hour), the value you enter is converted into hours. For example, 70 minutes is converted into 1.17 hours. When the activity is saved, the value is rounded up and might change from the entry that was originally displayed when it was converted from minutes into hours. Note that rounding is only observed on the hundredth of an hour. The exact value for the duration, however, is stored in the database in minutes, and this value is used to calculate the total billing time when resolving cases.

To edit an activity, open the activity, and then make the changes that you want.