Microsoft Dynamics 365 Blog

4 timely tips to track your notes and activities in Microsoft Dynamics CRM 

2 min read

In Microsoft Dynamics CRM, you use activities to keep track of all your customer communications. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work a sale or resolve a service case. These actions are all considered types of activities in Microsoft Dynamics CRM….Read more

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New Customization capabilities of Social Pane 

1 min read

Applies to: Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Fall ’13 In the CRM Online December 2012 release, you may have noticed the social pane which was introduced to enhance business interactions. The social pane is where you can see all business interactions related to that a specific record (account, contact, lead, and…Read more

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Simplified Notes Experience in Microsoft Dynamics CRM 2013 

1 min read

Applies to: CRM 2013 and CRM Online Fall ’13. With the latest release of Microsoft Dynamics CRM, we’ve revamped Notes to offer commands right inline for creating, editing, and deleting notes or adding attachments. Everything you want to do with Notes can now be done a lot easier! Here are the features of the improved…Read more

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