IOTAP

Birthday Reminder - Microsoft Dynamics CRM 2011 / CRM 2013 (Free)

by IOTAP
  • App Type

    Add-in/Add-on
  • Business Need

    Customer Service, CRM
  • Works With

    Microsoft Dynamics CRM 2011, Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online, Web Solutions - Lead Generation, Web Solutions - Lead... (more)
  • Industry Focus

    General - Applicable to All

Birthday Reminder add-on helps sales and marketing team keep track of Birthdays of CRM Contact by displaying the Upcoming birthdays on the Dashboard. It displays the Contact Name, Day - Month and Age.

Features:
• Can choose and select contacts whose birthday reminders need to be activated
• Browse to contact details directly by clicking on the Contact name (in Birthday Reminder panel on Dashboard)
• Ability to filter Birthdays by Month
• Ability to filter Birthdays by Owner (My Contacts \ All Contacts)

Works with:
• Online
• On-Premise (2011 / 2013)
• Partner-Hosted

Recent Reviews

  • 5.0
  • Overall Rating 5 stars

Never forget a birthday!

Reviewed by:NickBeus Reviewed on:4/15/2014

  • 4.5
  • Overall Rating 4.5 stars

Great app to manage important anniversaries related to customers

Reviewed by:JenniferR Reviewed on:1/3/2014

  • 4.5
  • Overall Rating 4.5 stars

Works better than described!

Reviewed by:Hasnain_Mukadam Reviewed on:1/3/2014

View All 3 Reviews

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The views and opinions submitted and expressed here are not those of Microsoft.

Version

1.0

Release Date

11/14/2013
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