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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
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
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.
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