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Customer experience | Sales, Customer Insights,...

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Can CRM set Reminder for Phone Calls?

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Posted on by CRM Learner 88

Is there a way to enter a phone call activity in CRM and have it indicate a reminder to make it in Outlook?

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AJ-22040756-0 Microsoft Employee on at

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Hi Partner

You can try by following these steps as this should be helpful

For those times when you’d like to schedule a phone call for a future date, use the Create button at the top of your screen. You are then able to set a Due date and time for the call.

If you have Outlook synchronized this will then appear as a task in Outlook and a reminder will pop up appropriately.

You will need to search for the account or contact as this is not added automatically.

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