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Hello Microsoft users,
I am new to a company which uses Dynamics 365 for Sales & Marketing: adding new leads that come through, tracking & following up with these leads, converting to opportunities and adding new accounts when a sale/project is confirmed with a new customer.
When it comes to managing our leads, I am trying to streamline our process so that all leads can be easily managed either by me (Marketing Manager) or by the Sales Director. I have discovered that I can add a Booking Alert (eg, call Bob on 5th July), for each lead in the Timeline within their record, which I thought would be really helpful. However my problem now is that I am not actually getting any alerts sent to me, either by email or as a notification when I log in to Dynamics 365 each morning. So at the moment the Booking Alerts are not helping me, since I have to manually seach for them on my Dynamics dashboard.
I want to get the most out of the Booking Alert functionality, and need to get proper notifications set up to come to my email address (they could be per Lead/daily summary/weekly summary - any iteration of an email alert would be good).
As a secondary item, I'm also interested in automating alerts for those leads/alerts that I assign to other members of my team. Eg, so the system will nudge a team member that they need to call Bob on whatever day specified in the Booking Alert.
We are an SME and do not have hundereds of leads, so volume of notification emails is not going to be an issue here.
Please can someone offer some assistance and suggestions?
Booking Alerts is a function of schedule board in Dynamics 365 Field Service.
So if users do not open schedule board, they will not see the alerts.
You can create Tasks for users to assign them necessary work, and the Tasks in D365 will be synced to user's To-Do List in Outlook, this way the alerts pop-up in Outlook.
For some automated jobs you can do it with Power Automate. Here I share a thread.
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