Manage your time and activities with help from reminders
Published: January 1, 2008
Pop-up reminders—similar to those in Microsoft Office Outlook—are one of the most requested features for Microsoft Dynamics CRM. Although reminders are not available in Microsoft Dynamics CRM, you can take advantage of the integration between Outlook and Microsoft Dynamics CRM for Outlook to display Outlook reminders for most activities, including tasks, phone calls, and e-mail messages.
When Microsoft Dynamics CRM synchronizes with Outlook through Microsoft Dynamics CRM for Outlook, appointments and service activities that you created in Microsoft Dynamics CRM have 15-minute reminders set automatically by Outlook based on the due date. You cannot change these reminders or update them, even if you update the due date. In contrast, tasks (and other activities) and e-mail messages that you create directly in Microsoft Dynamics CRM never have Outlook reminders.
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Display pop-up reminders automatically |
Display pop-up reminders automatically
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To display Outlook pop-up reminders automatically, create the task, e-mail, or appointment in Outlook with Microsoft Dynamics CRM for Outlook installed.
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Set the reminder.
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Save the activity as a Microsoft Dynamics CRM activity.
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In Outlook, on the form, on the CRM toolbar, click Track in CRM to create a Microsoft Dynamics CRM record.
If you are on the task form, you can select a different Microsoft Dynamics CRM activity to create by clicking the down arrow. You can save the Outlook task as a Microsoft Dynamics CRM task, phone call, letter, or fax.
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To select a parent record, Click Set Regarding (in Outlook 2007) or Regarding in (Outlook 2003) to select a Microsoft Dynamics CRM record that this activity is regarding.
You can either select a previously used record under Select, or click More to select the record.
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