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Alert in Outlook for a task created in CRM

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Hi,

We are interested in implementing CRM in our organisation.

Currently we are using the trial version and trying to understand the different features.

I have a created a task/phone appointment in CRM (for myself/assign it to others)

I want a alert/pop up (like we have for meeting in outlook calender)

Is that possible?

What settings i need to change?

I have already sync my calender with CRM. It still doesnt appear in the calender.

Can you please help me with this?

Thanks

Shyamala

Tuesday, April 8, 2014 4:44 AM

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Hi,

The tasks and appointments assigned to you are synced to your outlook. If the task or appointment is assigned to someone else, it will display in that relevant users calendar. For a simple test, create a task and assign it to yourself in CRM. Does this appear in outlook?

Here is a help article which explains basic sync feature.

http://www.microsoft.com/en-us/dynamics/crm-customer-center/synchronize-microsoft-dynamics-crm-data-in-outlook.aspx

Hope this helps.

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Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/

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Tuesday, April 8, 2014 4:48 AM