Microsoft CRM 1.2 Applications Professional Set 4

Activity records ✘ Case records ✘ Note records ✘ Task records ✔

Notes may be shared with other application users. ✘ Notes are always parented by another record. ✘ Sales Professional is required to use Notes and Attachments. ✘ Notes and attachments can only be added to Accounts, Contacts and Opportunities. ✔

By Manual Routing By Workflow Rules By changing the Queue Service Settings By dragging and dropping records into Queues

Cases ✘ Workflow ✘ Workplace ✘ Home Page ✔

A blue field label indicates a business required field value ✘ A blue field label indicates a business recommended field value ✘ A blue field label indicates a system generated field value ✘ A blue field label indicates a field value that may be updated only by a system administrator ✔

1 ✘ 3 ✘ 5 ✘ Unlimited ✔

Assigned queue ✘ Draft queue ✘ In Progress queue ✘ Public queue ✔

A user cannot generate a report in Microsoft CRM if they do not have the proper application security
access for Reports ✘ A user can generate any report that their user license gives them access to, but they will only be able toview records inside the report their application security allows ✘ A user can generate any report in Microsoft CRM and they will be able to view all records in the reportregardless of their application security access and user license ✘ A user can generate any report and read all records in the report as long as their user license grants themaccess to the Reports module ✔

When it is modified by another user ✘ When it is assigned to another user ✘ When it is shared with another user ✘ When it is viewed by another user ✔

Activities Cases Opportunities Territories