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Workplace

To understand Workplace, it helps to think back on the discussion of Activities earlier in the book. A great thing about Microsoft CRM is that all interactions with our prospects, customers, contacts, and so on, are organized as Activities. This helps foster a working environment where we can ensure that nothing slips through the cracks or, to say it another way, where no balls get dropped. In this sense, Workplace can be thought of as the place to go to see all the balls that we have in the air. Whereas the home page showed us a quick glimpse of what was current or past due, the Workplace shows us all activities, including those that do not have due dates assigned.

The Workplace area is broken into four sub-areas: Workplace, Calendar, Activities, and Knowledge Base. The Workplace sub-area comes in two different versions: Sales and Service. Determining which version a user sees is configured through the user options screen. This screen can be reached by selecting Tools, Options from the main menu, as shown in Figure 6.17.


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