Learn how to create and edit an appointment to specify a time to meet with customers in this video. Also, discover how a scheduling conflict warning will be displayed if any of the participants on your network have a scheduling conflict, how to add attachments to the appointment after saving, and how to create your customer appointments in Outlook.
- [Instructor] An appointment is a specific … type of an activity, so if I wanted to create … a meeting, for example, with Rene, … I can click on his name, … and then I can choose Appointment … to open the Appointment form. … Now I could also do this from Quick Create … without looking at Rene first, … but often I'm in here looking at the timeline … and checking out my last meetings with Rene first. … And I'll be the owner. … He's listed as a required attendee. … I can add other required attendees by choosing … Add More Records. … So if we also wanted to have, for example, … Jim Glin there with us, … because he's going to talk about the work … that I have done with their organization, … I can add Jim as a required attendee, as well. … It says Rene plus one, don't worry that it didn't … show Jim's name separately. … I can add optional attendees. … I'm required to enter a subject for this appointment. … And by the way, this form will always say Appointment, … even when you invite more people. …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Create and edit appointments