3.1 (Applications)

Posted: January 16, 2010 in eLearning

Lab Name: Lab 3.1 – Creating an Opportunity from an Outlook Appointment
Chapter: 3
Page: 7

What is the primary entity the lab is based on?

  • Creating an appointment in the Outlook Calendar

What are the associated entities?

  • Linking the appointment to an opportunity

What did you learn to do in this lab?

  • How to create an appointment in CRM for Outlook, and then linking it to an opportunity using track in CRM, and set regarding

Are you confident that you could do the lab again without referring to the courseware?

  • Yes



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