Much like tracking and setting regarding for e-mails, similar steps can be taken to track and set regarding for appointments and tasks. The only difference is instead of creating a new e-mail, by clicking on New E-mail on the Home ribbon bar, click on the next button to the right, New Items, and select the activity type to be created.
In any system, the process of entering the data is important, but just as important is how to retrieve and view the data. Like the CRM web client, views can be configured by using the Microsoft Office Outlook CRM client.