Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 2 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
How we can add reminders to activities like Appointments or Tasks
What exactly are you referring to as reminder - emails?
We can send email using a power automate as shown below with slight modifications:
If however you are using outlook then the reminder will appear automatically based on time of appointment.
Thank you,I am looking for reminder or notification similar to we get in Outlook or Teams or any other events/activities.
Unfortunately there no OOB way to show a notification (like outlook) in D365.
The preferred way is to create a view for task and appointment and put them on a dashboard which the user can see once he logs in.
Thank you as there is no OOB way, so any customizations available to get notifications.
You can get it as form notification at record level - something like this:
At record level, you also write a JS to check for task and show a popup message.
But you won't be able to get it on the home page of D365.
As getting reminder notification is not OOB functionality however you can user enable Outlook app for your crm application. All of activities such as Task, Appointment will get synced with outlook and user will get reminder notification as well in Outlook, using outlook native feature.
Kindly refer below link from MS for D365 app for outlook
Business Applications communities