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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Task and Appointment a...
Microsoft Dynamics CRM (Archived)

Task and Appointment activity

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Posted on by DineshRaja

HI guys,

i want to know details about task and appointment activity. One task is created and save it..after some time how sales know??is there any alert or remainder comes..

Thank You

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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    There is no alert or reminder available out of the box - however once task is created ,it will have some due date and will be assigned to a user.

    you can create some views on those and use them on dashboard.

    alternatively - you can create workflow on assigment/creation that will send email.

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