Converting Activities

This section will cover converting activities in Dynamics CRM. Depending on the status and type, an activity can be converted to an Opportunity, Case, Lead or Campaign Response. In this example you will learn how to convert an email message into a lead.

1. Select either the Marketing or Sales sections of the top Navigation Bar, then select Activities. (In CRM 2011 this is located by selecting Workplace in the left Navigation Bar)

2. Click on the activity that you would like to convert.

CRM 2013 Activities List
View Activities window in CRM 2011

3. On the Command Bar of the activity record, Convert To. This will drop down a choice of what type of record you would like to convert this activity to.

CRM 2013 Convert Activity
CRM 2013 Activities Convert To
View converting an activity in 2011

Tip! Depending on the activity Convert To may not be immediately visible in the Command Bar. To fix this, either expand your window or click the ellipse to see your expanded choices.

4. In our example we’ll convert this phone call to an Opportunity. Once Opportunity is selected a dialog box appears that has copied information that was originally a part of the phone call record to create the Opportunity. Choose if you would like to close the activity, and if you’d like to open the record you created via the conversion and click Convert.

CRM 2013 Activities Convert To Opportunity



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