Dynamics Online tasking views RRS feed

  • Question

  • Hi all,

    Our CEO would like to be able to view everyone's tasking by CRM contact. What's the best way to do this? Thank you.



    Tuesday, January 6, 2015 10:48 PM

All replies

  • I would create a view of activities where the regarding Contact status = Active, sort it by owner and add the view to a CEO dashboard.  If the CEO prefers,  you can create a report.

    Regards, Donna

    Thursday, January 15, 2015 8:59 PM