{"id":21569,"date":"2024-03-12T14:40:33","date_gmt":"2024-03-12T09:10:33","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=21569"},"modified":"2025-07-15T15:14:38","modified_gmt":"2025-07-15T09:44:38","slug":"simplify-scheduling-in-dynamics-365-crm-set-up-automated-recurring-appointments","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/simplify-scheduling-in-dynamics-365-crm-set-up-automated-recurring-appointments\/","title":{"rendered":"Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]\n

\u201cSo, Mr. Noel will not be available till next week?! But this discussion about pricing was extremely urgent\u201d, Lin practically screeched in the hotel lobby. \u201cIt isn\u2019t our fault Miss Patrick, Mr. Noel has followed this schedule for the past 15 years, it is mentioned in our visitor memos. It would have been helpful to check that or call the office to check\u201d, Mr. Noel\u2019s secretary, Arya asserted calmly.<\/p>\n

To water down the situation for all, Lin was a senior sales rep at a leading packaging company. She led a project with Mr. Noel\u2019s organization that involved designing and manufacturing packaging for the new product. Lin wanted to discuss the elevated costs for the modern approved design and urgently start production with Mr. Noel\u2019s go-ahead. However, Mr. Noel worked from the mountain home for a few days of the week and Lin came in unannounced on those days. Although a bit unprofessional, Lin perhaps had no choice.<\/p>\n

How to avoid this situation?<\/strong><\/h4>\n

\u2022 Be attentive and punctual
\n\u2022 Confirm things ahead of time or ask for a schedule
\n\u2022 Download Maplytics<\/a> and use Recursive Auto Scheduling with Frequency Detail<\/p>\n

The first two are familiar but what\u2019s this improved <\/strong>Auto Scheduling<\/strong><\/a> feature?<\/strong><\/h5>\n

So, in one of its upgrades, Team Maplytics introduced an advanced version of the Auto Scheduling feature by introducing the possibility to pre-schedule appointments based on client availability. It also added the advantage of scheduling them recursively after a fixed number of days. That sums up Recursive Auto Scheduling with the Frequency Detail feature.<\/p>\n

Let\u2019s take an example<\/strong><\/h4>\n

Let us consider a situation Jack, our Pharma Sales Manager has while scheduling his field sales reps. Certain clients\u2019 of Jack\u2019s company reorder their standard orders every 7 days. Some patients who directly buy from the company place this order every 10 days. Thus, scheduling the same appointments every few days is added work for Jack. Besides, patients sometimes fail to place these reorders although they need the new stock of medicines impacting their treatments. In addition, the clients could also have availability constraints for delivery. Thus, to solve both situations, Jack and others like him can refer to the Recursive Scheduling form within the Frequency Detail Feature.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21574″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]While adding the Frequency Details for an Account Entity, the user can specify the number of days after which the appointment needs to be rescheduled.<\/p>\n

Here, Jack would be delivering the same medicine order, again. If the frequency is set to 7 days, the appointment shall be rescheduled every 7 days while setting up the appointment for weeks\/months.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21573″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The date of the previous appointment is populated automatically at the time of appointment creation as the \u2018Last Schedule Date\u2019 and the upcoming one gets populated as the \u2018Next Schedule Date\u2019. Both the dates get updated with Appointment\/ Activities Creation.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21572″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Suppose Jack\u2019s account has been enabled for recursive scheduling but has missed its last appointment due to conflicting client availability and has crossed the frequency interval. In that case, its Schedule Status will appear as \u2018No\u2019. In case the Schedule Status is \u2018No\u2019 then that appointment would be taken up on priority for the next frequency schedule. This will prevent the account from being skipped in the next appointment cycle.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21571″ img_size=”full” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]If 2 or more of Jack\u2019s accounts are available on the same days during the same time slots, the account with priority \u2018High\u2019 is scheduled first followed by \u2018Medium\u2019 and \u2018Low\u2019. In case, all the accounts have the same priority the account nearest to the sales rep gets scheduled first.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21570″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

How Lin could have used this?<\/strong><\/h5>\n
    \n
  1. The client\u2019s working day and available time slots are added to the CRM record at the time of creation of the record.<\/li>\n
  2. Lin could get the details at the time and get the CRM updated.<\/li>\n
  3. Thus, when later she would approach the Appointment Planning stage using Auto Scheduling, she would have the frequency details at hand.<\/li>\n
  4. This would have helped Lin realize Mr. Noel\u2019s office working days and hours.<\/li>\n
  5. She could have booked the first appointment on those days and added a frequency for the recursive appointment.<\/li>\n
  6. With this, Lin could have established a planner of meetings to share updates until the project lasted.<\/li>\n
  7. This would be reflected in Mr. Noel\u2019s Outlook Calendar and Lin wouldn\u2019t have to disturb Arya every time for an appointment.<\/li>\n<\/ol>\n

    Sometimes, the solutions are very simple, but we take time to realize the same. Hope Lin and others like her understand the importance of this small addition and inculcate it in their businesses.<\/p>\n

    What\u2019s More?<\/strong><\/h3>\n

    Maplytics is like water that can be moulded into any role. To get more acquainted and experience it first-hand, one can write to\u00a0crm@inogic.com<\/a>\u00a0To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with the Team.<\/p>\n

    For applied knowledge, do visit our\u00a0Website<\/a>\u00a0or\u00a0Microsoft AppSource<\/a>. One can hop on to the detailed\u00a0Blogs<\/a>,\u00a0Client Testimonials<\/a>,\u00a0Success Stories<\/a>,\u00a0Industry Applications<\/a>, and\u00a0Video Library<\/a>\u00a0for a quick query resolution.<\/p>\n

    Until then,<\/strong><\/p>\n

    Happy Planning!<\/strong><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row][vc_column][vc_column_text] \u201cSo, Mr. Noel will not be available till next week?! But this discussion about pricing was extremely urgent\u201d, Lin practically screeched in the hotel lobby. \u201cIt isn\u2019t our fault Miss Patrick, Mr. Noel has followed this schedule for the past 15 years, it is mentioned in our visitor memos. It would have been helpful […]<\/p>\n","protected":false},"author":2,"featured_media":21575,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[497,496],"class_list":["post-21569","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-recurring-appointments","tag-scheduling-in-dynamics-365"],"yoast_head":"\nSimplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"In this blog, we will explore how we can simplify scheduling in Dynamics 365 CRM by setting up Automated Recurring Appointments.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/simplify-scheduling-in-dynamics-365-crm-set-up-automated-recurring-appointments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Simplify Scheduling in Dynamics 365 CRM: Set Up Automated Recurring Appointments - 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