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Not a developer and need a VERY easy step by step guide on how to set up a birthday reminder in MDCRM. Have read all the other forum Q&A and am lost on what is needed to be done. I am not very computer savvy and am about to just go through each individual one by one and add them to Outlook as a reminder.. need something easier as we have over 4000 clients.

Monday, July 11, 2016 3:08 PM

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Hi Darth,

There are a number of ways to achieve this.

Firstly you can use Outlook syncing to put birthdays into the outlook calendar;

http://crmtipoftheday.com/2016/03/23/birthday-reminders/

If you're wanting to do something a little more technical yourself you could follow one of the methods listed here;

https://blogs.msdn.microsoft.com/crm/2008/01/08/part-1-happy-birthday-via-workflow-using-client-side-scripting/

Alternatively you could look into a third-party add-in like the one below that looks like it will meet your requirements;

http://www.iotap.com/blog/entryid/285/never-forget-birthday-greetings-ever-again-microsoft-dynamics-crm-customer-loyalty-and-retention-tip

Hope one of these methods works for you!

~ Nathan

Wednesday, July 13, 2016 9:57 PM