Microsoft Dynamics CRM Customer Center

Create or edit an appointment

Block time to meet or talk to your customers by using appointments in Microsoft Dynamics CRM. You can modify any of the information in an open appointment. If you change the date and times of the appointment, Microsoft Dynamics CRM will recheck for schedule conflicts. The calendar displays canceled and completed appointments and service activities. To remove an appointment or service activity from the calendar, delete the record.

1. Create an appointment or a recurring appointment in:

   Service Calendar

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Service.

      Service appears on the nav bar.

      Then, click or tap Service > Service Calendar.

   2. On the command bar, click or tap Appointment or Recurring Appointment.

   If using CRM for Outlook

   1. Click or tap your organization.

   2. Click or tap Service > Service > Service Calendar.

   Activities area

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.

      Click or tap the work area name, and then click or tap Activities.

   2. On the command bar, click or tap Appointment or Recurring Appointment.

   If you're using CRM for Outlook

   1. Click or tap your organization.

   2. Click or tap Sales or Service or Marketing > My Work > Activities.

2. Type or change information in the text boxes. Hovertips provide hints about what to enter.

3. If this is a recurring appointment, click or tap Recurrence and select the time, pattern, and date range you want.

4. Click or tap Save.

   If any participants have a schedule conflict, a warning appears. You can click or tap Ignore and Save to save the appointment anyway.

   Important

   If you plan to include appointments in solutions, it is strongly recommended that you don't include only appointments and only recurring appointments in separate solutions. If you install and uninstall separate solutions with different appointment types, you'll encounter a SQL Server error and have to recreate the appointments.

   Note

   Appointments created in the web application and synchronized with CRM for Outlook automatically set a 15-minute reminder and appear on the Microsoft Outlook calendar. You can change the reminder in Outlook.

See Also

Navigate the service calendar

Keep track of notes, tasks, calls, or email with activities