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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... CRM Sales HUB- Can you...

Customer experience | Sales, Customer Insights,...

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CRM Sales HUB- Can you create a follow up date in the CRM?

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Posted on by Maggieb

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I've been using Dynamics 365 CRM Sales Hub for well over a year, and I'm wondering if you can create a follow-up notification for a contact. In other words, when I meet with a contact/prospect/client I'd like to set a reminder in the CRM to follow up. Right now, I'm setting the follow-up reminder in my outlook calendar.

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Hi Maggieb,

There is no OOB way to do this in Sales Hub.

You can use Dynamics 365 App for Outlook to create activities. It can create record to Sales Hub and reminder you in the outlook:

www.azamba.com/.../

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