Pop-up reminders—similar to those in Microsoft Office Outlook—are one of the most requested features for Microsoft Dynamics CRM Online. Although reminders are not available in Microsoft Dynamics CRM Online, you can take advantage of the integration between Outlook and Microsoft Dynamics CRM Online for Outlook to display Outlook reminders for most activities, including tasks, phone calls, and e-mail messages.
When Microsoft Dynamics CRM Online synchronizes with Outlook through Microsoft Dynamics CRM Online for Outlook, appointments and service activities that you created in Microsoft Dynamics CRM Online 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 Online never have Outlook reminders.
Display pop-up reminders automatically
- To display Outlook pop-up reminders automatically, create the task, e-mail, or appointment in Outlook with Microsoft Dynamics CRM Online for Outlook installed.
- Set the reminder.
- Save the activity as a Microsoft Dynamics CRM Online activity.
- In Outlook, on the form, on the CRM toolbar, click Track in CRM to create a Microsoft Dynamics CRM Online record.
If you are on the task form, you can select a different Microsoft Dynamics CRM Online activity to create by clicking the down arrow. You can save the Outlook task as a Microsoft Dynamics CRM Online task, phone call, letter, or fax.
- To select a parent record, Click Set Regarding (in Outlook 2007) or Regarding in (Outlook 2003) to select a Microsoft Dynamics CRM Online 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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