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no reminders on tasks and appointments possible in crm 2011 RRS feed

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    hi forum!

    does anybody know how to set/activate reminders in crm (synchronizing to outlook)?

    thanks for hints!

    Wednesday, July 6, 2011 1:38 PM

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    Hi,

    In CRM Web clientthere is no funcitonality for reminders, you may use third party developed applications i.e. http://www.c360.com/Reminder.aspx but in outlook client the reminders windows wills how reminder after synchronizing activities.

    For outlook reminders you may need to check data filter (CRM Synchronizations) settings: In Outlook, click on File->CRM->Synchronize->Outlook Filters and make sure that filters are activated.

     

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, July 6, 2011 1:56 PM
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    Thanks!

    But only if you use Outlook Form...

    I can't find an attribute for reminder in CRM. Right?

    Thursday, July 7, 2011 7:55 AM
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    If you are using CRM Outlook Client instead of web then after synchornizing activites with Outlook, the Outlook will show you reminder because CRM web client can not support showing reminders.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Thursday, July 7, 2011 8:01 AM
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    Thanks, but where can I set the reminder properties (15 minutes before or 2 days before)?
    Thursday, July 7, 2011 8:12 AM
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    Hi,

    Reminder time will be set as outlook default reminder time of 15 minutes but you change default outlook reimder time:

    In Outlook 2007, all you need to do is:

    1. Click on “Tools”
    2. Click on “Options”
    3. Look on the “Preferences” tab, in the “Calendar” section (second from the top)
    4. Select your preferred reminder time from the drop down box.
    5. Click ok

    I believe this answers your quesiton.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Thursday, July 7, 2011 8:24 AM
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    Yes yes, I know, but I'd like to set that on the task for ex. in CRM...
    Thursday, July 7, 2011 8:32 AM
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    I tried to to test it! Created a task in CRM with just a subject. Synchronized to Outlook and there the reminder flag is NOT set....
    Thursday, July 7, 2011 8:42 AM
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    Hi,

    You can set the Task. Appointments and other activities reminder time in CRM. There is no standard functionality available in CRM.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Thursday, July 7, 2011 8:43 AM
    • Marked as answer by CRMBE Thursday, July 7, 2011 8:52 AM
    Thursday, July 7, 2011 8:43 AM
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    Yes, I found it out now. You have to activat reminders on appointmens and tasks in Outlook. So every activity takes the standard reminders from Outlook. So it works...

    But, it's a pity that we cannot change that in CRM, because sometimes I want another reminder time than standard....

    Thursday, July 7, 2011 8:52 AM
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    I am new to these forums, How can we register a desire to include reminders as part of CRM Activities?
    Friday, January 6, 2012 4:03 AM
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    The reminders in Outlook are based on the 'Due Date' field from the activity in CRM.
    Friday, July 19, 2013 6:06 PM