From the course: Migrating from Salesforce to Dynamics 365

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Map recurring appointments

Map recurring appointments

From the course: Migrating from Salesforce to Dynamics 365

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Map recurring appointments

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- Setting up recurring appointments can be really useful when it comes to sales, in a few ways. A couple that come to mind for me are how I need to track and schedule some time to work on something in a cadence. It could be individual work that I need to be reminded of or have that time blocked off for. It could be things that I need to work on with other team members that worked closely with me or other groups within the organization. It may also be that you need to schedule some time and schedule a reminder and track that information with your customers. Weather that is an open lead or an open opportunity. And we are going to take a look at ways that you can manage this by working with recurring appointment. Now what's in view at the moment is an open opportunity. If you go down to the summary area of this over here to the right you will see a set of tabs this set of tabs can keep everyone up-to-date on what's going on what we need to work on. In particular the one that we want to…

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