Tracking

The tracking of tasks, activities, parts, and a variety of offerings is a core offering within Dynamics CRM. This core feature does not necessarily have to be classified as a sales function, service function or marketing function. This core need to "track" is a deep embedded need met by Relationship Management Software and met extremely well with Microsoft Dynamics Customer Relationship Management Software.

If you take your thoughts to another level realize that Microsoft Dynamics CRM also synchronizes the internal task list (open activities) with Outlook tasks so those key items that you personally need to get done and track, click right in.

Check off a task in Outlook, and it completes the activity in CRM. This completed activity (task in this case) becomes part of that specific client and/or user's historical record.

Now if Tasks are Activities why is Microsoft Dynamics CRM not using the term task? They do use the word task (as a category of Activity) An ACTIVITY can be a task or it can also be a phone call, an appointment, a service call or an e-mail.

Comments

[Toni Orel]

I'm trying to modify the task view columns. There are many different choices in many different categories to add. I want to add a column that lets me know which account is attached to the specific task. I have many different accounts with tasks that only have a few different subject names. Is this possible? We are upgrading to CRM 4.0 in about 2 months if that helps. Thanks!