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Event reminder for Microsoft Dynamics CRM 2011 Online and On-Premise will remind you and your team of important events such as birthdays, anniversaries, expiring contracts, opportunities approaching their close date, daily agenda etc. with automatic reminder emails sent at pre-set times before events.
This is my second blog which is a follow-up to the Report Scheduling functionality for Microsoft Dynamics CRM Online and On-Premise using the custom workflow feature. In this blog I will show you as how easy it is to schedule reminders for various events that would be important to you!!
Birthday and Anniversary Reminder
One of the most effective ways to impress your contacts is to remember their birthdays. A simple wish from you on their birthdays is proven to show your attention to them, leading to personal openness to you and subsequent success of sales. The problem is how you manage to remember each and every client's birthday?
Here we have a solution to do just that: Scheduling a reminder for birthday:
Features & Benefits
By using the report scheduler add-on you can be automatically notified when a contract is about to expire. This will give you time to notify your customers, so that their service arrangement isn’t interrupted, or else they can review the agreement and adjust if necessary. This way you’re providing great customer service by giving them time to consider renewal instead of having the contract simply expire!!
Great way of getting round the SSRS sandbox restrictions with CRM Online.