Dear all
I am looking for advice on How to create tasks and meetings in Microsoft Dynamics, that will allow users to
- see the pre-defined tasks related to meetings
assign them, if needed, to individuals or teams
- Track the progress of all tasks,
- Create links between them
- Send reminders and notifications
- Update a report
- Integrate with the ERP system to track PO and requisitions
- Integrate with Outlook to generate emails, in view to easily track availability
- send out meeting materials, and import Excel files and XML to feed or update calendar details
If anyone has implemented similar services within their organization, I would really appreciate if you could share your experience. Thank you.
