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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Alert for upcoming app...
Customer experience | Sales, Customer Insights,...
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Alert for upcoming appointments

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Posted on by bfaye78 4
Just like in Outlook, you can easily view upcoming Microsoft Teams meetings at the top of the header, as shown in the image below:
 
 
We're interested in finding out if there's a similar feature in D365 based on activities.
Specifically, we're looking for an alert system for upcoming appointments.
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Alert for upcoming appointments
    Hi Partner,
    Unfortunately, we can't achieve this same feature in the Dynamics app page.
    So you need do any customizations available to get notifications.
    For example:
    --Set in-app notification within D365 apps/model-driven apps:
    Microsoft documentation provides a code method to set up, you can also try to use power automate to set up, it will be more simple and easy to operate!
    https://www.pragmatiq.co.uk/how-to-set-up-in-app-notifications-for-microsoft-dynamics-365/
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
     
     
  • Suggested answer
    AndrewLy365lyf Profile Picture
    AndrewLy365lyf 1,356 Most Valuable Professional on at
    Alert for upcoming appointments
    Not as far as I'm aware (last I check the closest we had was the Assistant control that would appear on Accounts/Contact forms), at least not exactly like you see in Outlook.
     
    Personally, I'd drive this from a dashboard with a subgrid that has Activities, there is already a default view called My Activities (sorted on reverse chronological order), and distill best practice of user's starting their day from the dashboard.
     
    ----------------------------------------------
    If this answer has helped you, please consider marking this as a verified answer.
  • Suggested answer
    gdrenteria Profile Picture
    gdrenteria 12,183 Most Valuable Professional on at
    Alert for upcoming appointments

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