If you didnвЂ™t, the Auto Account Setup will start the first time you start Outlook and walk you through the process. Setup is automatic if you used an earlier version of Outlook on the same computer. After that, youвЂ™ll be ready to start receiving and sending email, use the calendar, create contacts, and work with Outlook tasks. Your first action is to set up your Outlook account. LetвЂ™s take a quick walk-through of some basic tasks. From there you can start working with emails, turning them into tasks or appointments, and storing information about the people you interact with in your contacts so that you never have to remember an email address or a phone number. That organization starts with your email account. In order to make the one-time occurring event to a recurring event, select the Recurrence button.ДЄt this point, another page will open up where you can set the time, duration, recurrence pattern as well as the range of the recurrence.ДЄctivities are great assets to CRM, and CRM 2013 has made the process of accessing and creating activities easier than ever.Outlook organizes your emails, calendars, contacts, tasks, and to-do lists, all in one place. You have a list to choose from:ДЄt that point you're required to enter the date and time for the event. The Regarding field lets you state what the event is about. You can select the Location of the event by typing the location field, which is not required. Subject is just a text field used to provide a name for that event. You can also choose more than one attendee. You have the ability to choose the optional attendees by using the Optional field.

You also have the option of choosing one of the following types of attendees: The required field lets you list out the required attendees, and you can add more than one participant. When creating a one-time appointment, the only required fields are Subject, Start Time and End Time. You also have the option for the appointment to start off as a one-time appointment and then convert it into a recurring appointment. You can set two types of appointments in CRM 2013-appointments that happen just once or recur overtime. You can save and send the email, insert email templates and articles, and customize the email form. EmailД®mail activities in CRM 2013 aren't too different from the older version either. You can write the description of the call as well as document whether it is an incoming or an outgoing call. However, there is also an option to add another user with the lookup field. The Call From field is automatically filled with the user who is responsible of creating the phone call record. The required fields are Subject, Call From, and Call To fields. You can save the phone call, mark as complete, and customize the phone record form: Phone calls are very similar to the old activity as well. The only out-of-the-box required field is the subject field. You can also customize the entire task form. Similar to the old task, you can save it and mark as complete. Once you click Task, a New Task page opens up.

This makes everything much cleaner and more accessible. Rather than having to open multiple pages, you'll be able to access everything under one page. For example, when you open a contact record, you can click on Activities to see the different types of activities you can add to that record.Д¬reating activities in CRM 2013 works slightly differently than in CRM 2011. You'll have the option of creating a task, a phone call, an email or an appointment:ДЄnother way you can access activities is when you actually open a record. Once you click on the Create button, you'll see another set of bars open up where you can choose what activity you want to create. This button can be used to create any record or activity in CRM. On the top right corner, you will find a Create button. You'll see the Activities block below.ДЇrom here, you can either make a task, phone call, email or a regular appointment or a recurring appointment. In CRM 2013, you'll be able to click on the Sales block that is placed right after the home button to show a set of bars to pop open. There are multiple places you can access activities: This blog will guide you through various ways of accessing and creating activities within the new CRM platform. Everything you want to see is easy to access. One of the great benefits of the upcoming CRM 2013 release is the reduced number of clicks for adding activities.

Managing tasks in outlook 2013