Event Reminder using Report Scheduler for Microsoft Dynamics CRM 2016 Online and On-Premise
Event reminder for Microsoft Dynamics CRM 2016 Online and On-Premise will remind you and your team of important events such as birthdays, anniversaries, expiring contracts, opportunities approaching their close date, daily agenda etc. with automatic reminder emails sent at pre-set times before events. This is my second blog which is a follow-up to the Report Scheduling functionality for Microsoft Dynamics CRM Online and On-Premise using the custom workflow feature. To view #SAMPLE REPORTS: Click here In this blog, I will show you as for how easy it is to schedule reminders for various events that would be important to you!! Birthday and Anniversary Reminder One of the most effective ways to impress your contacts is to remember their birthdays. A simple wish from you on their birthdays is proven to show your attention to them, leading to personal openness to you and subsequent success of sales. The problem is how you manage to remember each ...