Email prompt not displaying after appointment has been recorded? RRS feed

  • Frage

  • Hi all,

    We have setup our CRM so that when a Salesperson enters in an appointment they have the option of emailing that appointment to the contact attached to that specific record.

    Our Salespersons use the "Offline Mode", and sync when they come into the office, as they are frequently on the road.

    Is there anyway that we can ensure that when they do sync, they are given this option to email the contacts listed in their new appointments? At current, when they sync up, emails are being sent out to the contacts within each appointment as a default, and the salesperson is not given an option.

    We want to give them this option, because it is NOT always ideal to send our customers appointment times as they aren't always supposed to know about them.

    Hope this makes sense, i'm really new to Dynamics and would appreciate any help you can give me!

    Thanks guys.


    Mittwoch, 23. Juni 2010 04:22