Updated · Originally published
How do you alert a team member that a project task has been assigned to them? Are you still sending emails?
Did you know this can be done automatically when you manage your projects in Microsoft Dynamics CRM?
When we do a Microsoft Dynamics CRM implementation, it requires that we work together as a team to accomplish a myriad of tasks that will get us to the final “Go Live” goal.
We use templates and checklists within the Project Management for Dynamics CRM tool to manage every project. And within each checklist are the tasks that need to be accomplished by everyone on the team.
Using the box workflow in Microsoft Dynamics CRM, we can easily send out email alerts.
- If I assign a resource to a project task, Dynamics CRM sends a well-formatted email to them with high-level details about the task and the deadline.
- A copy of the email alert is also sent to the project manager to confirm that a new task has been assigned.
- Another alert email is sent when a task is completed or a task is changed.
It is easy for companies to set up their own custom alerts with Microsoft Dynamics CRM, too. For example, some project managers will email a reminder to the person assigned to that project task three days before it's due.
Alerts help us manage our complex Microsoft Dynamics CRM implementations. And they can help you and your professional services team ensure that everyone is automatically up to date and your projects stay on track.
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By Ryan Plourde, ForgeXRM,
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