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How to schedule tasks and phone calls as a reminder in Dynamics 365 CRM
16 March 2023
Are you a person who makes lists? Do you need to remind yourself (or your colleague) of actions and activities that are important in your role as an account manager, sales representative or customer service agent?
The Dynamics 365 Task and Phone Call functionality is the perfect way of doing this.
How do I set up the Reminder?
An Activity (such as a Task or Phone Call) can be set up from the ribbon of you Activities list, as illustrated in the image below.
Make sure this new Activity is linked to its related record (Account, Opportunity, Case, etc) by completing the ‘Regarding field’.
TIP: The easiest way to do this is to create your Activity on the Timeline of the related record (see below).
How do I schedule the Activity?
Both Tasks and Phone Calls will by default put your name as the Owner of the Activity.
If you want to task someone else, amend the Owner field to that person’s name.
You’ll then need to select the Date and Time of when the activity is to be completed. The image below highlights the Regarding field which is how this Activity is linked to your related record (e.g. Opportunity or Case).
Stay on top of your activities using ‘My To-Do list’
You can view your list of open and uncompleted Activities in a number of places:
- Activities list in the Dynamics 365 online or mobile app
- The timeline of the related record
- Tasks are visible in Outlook’s Task list
Within each of these, the activity can be marked as Complete and can be amended/edited before completion.
Microsoft Dynamics 365 CRM
Deliver dynamic insights to transform your sales team and build lasting customer relationships
Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.
Connect your sales, marketing, and service teams with Microsoft 365 CRM – breaking down any data silos.
Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.
This progressive technology helps you to:
- Generate insights
- Analyse performance
- Attract new customers
- Retain existing customers
Speak to a member of the GCC team to find out more.