Microsoft Dynamics® CRM Training

Flagging Items for Follow Up

Video Details

In CRM Online, you can set reminders regarding records for yourself by flagging them. These flags can indicate that you need to follow up with the record today, tomorrow, next week, or another specific time and date.

In this tutorial video, we demonstrate how to flag items, how to set a custom flag, and how to view all of your flagged items in your to-do list.

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