crm and outlook reminder for appointement tutorial

Display pop-up reminders automatically

To display Outlook pop-up reminders automatically, create the task, e-mail, or appointment in Outlook with Microsoft CRM client for Outlook installed. Set the reminder, and then save the activity as a Microsoft CRM activity. (In Outlook, on the activity form, on the CRM toolbar, click Track in CRM, and then click Regarding to select a parent record.)

When Microsoft CRM synchronizes with Outlook through Microsoft CRM client for Outlook, appointments and service activities that you created in Microsoft 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 e-mail messages that you create directly in Microsoft CRM never have Outlook reminders.

Create appointments for activities that don’t have reminders
For other activities that won’t work with the previous procedure, such as phone calls, you can create a follow-up appointment in Microsoft CRM that refers to completing the activity. After you synchronize with Outlook, the appointment appears in Outlook with a 15-minute reminder set. The new appointment is associated automatically with the original activity.
Follow these steps to create a follow-up appointment with an Outlook reminder:

1. In Microsoft CRM, in the open activity, on the Actions toolbar, click Follow Up. The Form Assistant pane opens.
2. In the Activity List, select Appointment.
3. Enter a Subject.
4. With the calendar controls, select the start time and end time you want.
5. In the Assign To list, select the person to receive the reminder, and then complete the related activity.
6. Click Save. Microsoft CRM creates a follow-up appointment for the owner of the original activity. After synchronization, Outlook will display a reminder for the appointment.

Yan Desjardins | Crm specialist