Thursday, July 12, 2012

MSCRM 2011: Tracking Activities


Many clients ask how activities are tracked in CRM. Activities in CRM are tracked under multiple entities depending on the Activity Type. I came across the following table which can be very helpful in keeping "track" of what is automatically tracked.

Activity Type
Tracked Under
Comments
Task
Regarding
Account, Contact, Lead, Opportunity etc. If Choose a contact, will also roll up to the associated Account

Owner
Defaults to who you are logged in as but you can change to Account, Contact, Another User, Lead etc.
Fax and Phonecall
Sender
Defaults to who you are logged in as but you can change to Account, Contact, Another User or Lead.


Receiver
Account, Contact, Lead, User.
If Choose a contact, will also roll up to the associated Account

Regarding
(same as Regarding above)

Owner
(same as Owner above)
Email and Letter
From
(same as Sender above)

To
(same as Receiver above)

Regarding
(same as Regarding above)

If a contact moves to another Company (Account), their activities and history will move under the new company also with the exception of those activities that are specifically regarding an Account – those activities will remain with the original Account. Recommendation: Set the Regarding field to the Account that the activity is regarding.

2 comments:

Microsoft Dynamics Training said...

aking a lead and converting it into a deal is a leap of faith with yesterday’s CRM systems. In 2011, you will see leading CRM vendors begin to incorporate sales “playbooks” or “checklists” that highlight key steps in the sales process to help sales people sell more effectively.
Microsoft Dynamics CRM online training | Microsoft Dynamics online Training

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