In Salesforce.com you can add a customer form or a bus object eg a sales coaching note/record to an event with security. How can you do the same in Dynamics CRM?
When a sales manager goes out on joint sales calls there is a requirement to record observations, feedback & response on the sales call.
Rather than creating a separate Appointment to the same customer with same contacts etc to record a joint sales Coaching call with simple multiple text fields like observations, feedback, next steps and coachee's right of response... How can you add this Coaching Note/Record to an existing Appointment with security that only the coachcee & coach can see & edit the coaching for HR privacy reasons.
The alternative is to double up on appointments in the diaries and re:record the sales call objective sand outcomes twice, or do it all manually outside CRM in an excel spreadsheet.
I am looking for standard functionality here not an add on purchase if possible.
Thanks