Monday, March 25, 2013

MSCRM: Choose the Entity, THEN Create the Activity

Here’s a tip that will make adding activities so much easier. This very simple tip means that you will no longer have to flip back and forth from the Activity record to the Contact record.




All you have to do is choose the Entity FIRST, and THEN create the Activity.




For Example: When you select a Contact and then create a phone call Activity, the phone number from the Contact will auto-populate in the Activity screen. Or when you select a contact and then create a task, the contact name is auto-populated in the Regarding field.

2 comments:

Max Yaffe said...

Frankly this sounds pretty Goldminesque.

It drives me crazy that in Goldmine you always have to pick the entity first before doing anything. Is Microsoft making the same mistake?

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