web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Dynamics 365 general forum / Dynamics isn't sho...
Dynamics 365 general forum

Dynamics isn't showing reminders for appointments recorded in CRM. Is there a way that you can set-up pop-up or email reminders for appointments?

(0) ShareShare
ReportReport
Posted on by Community Member

Hi there, 

I have recently started a new job and we use dynamics 365 as our CRM management system. 

Recently we have run-into a few problems when it comes to appointments set up within CRM. The appointments are set up successfully, but even when selected, no reminders - either on CRM or otherwise are showing up - causing people to miss key-appointments. 

Is there a way to set-up either an email reminder or a pop-up reminded (thinking about the outlook calendar reminder as an example). 

If anyone can help me, it would be much appreciated. 

Kind regards, 

Liam 

Categories:
Email and Office Integration
Customization / Solutions / SDK and API
Applications and Add-ons
I have the same question (0)
  • Suggested answer
    Piyush Paliwal Profile Picture
    Piyush Paliwal 817 on at

    Hi Liam,

    Do your users have Outlook installed and your email system is Exchange? If yes, then it is pretty straightforward to get this requirement achieved. All you have to do is setup Server side Sync in Dynamics 365 (here is a official documentation which will help you set up the same based on the configuration you have - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/server-side-synchronization)

    Once you have enabled Server-side Sync then all you have to do is enable App for Outlook for people using CRM. (Official documentation - https://docs.microsoft.com/en-us/dynamics365/customer-engagement/outlook-app/v8/deploy-dynamics-365-app-for-outlook)

    Post this they should see a CRM add-in installed in each of the users Outlook and Appointments in CRM would start to flow in their Outlook boxes and the usual reminders would start to work just like any other meeting you set up in Outlook.

    Please let me know if you have any further questions. Also, if this helps, please mark this answer as verified.

  • Suggested answer
    jenneefer Profile Picture
    jenneefer 85 on at

    You can also look into the Relationship Assitance feature that Dynamics has to offer. It comes with different reminders for appointments as well as other activities. You can find out more here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/action-cards-reference#UpcomingMeetingExchange and here https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/relationship-assistant 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Dynamics 365 general

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans