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A common request or question Ive seen a few times is "How can we send a meeting invite from within CRM?" or "Can you only send a meeting request with the CRM outlook client configured?"
In previous versions of CRM, the only option was to either do some custom coding in a workflow/plugin or configure and use the outlook client to send the meeting request within your mailbox. I decided to investigate this recently in our environment to seek an alternative.
This was the environment setup:
I went into CRM and created an appointment.
I populated it with the following features:
I obviously proceeded to save the record and after about 10mins, the meeting invite popped into my outlook email!
Obviously, most people have their mail synchronized on their smartphones so I got a prompt on there too!
You can see that the fields on the CRM appointment have mapped onto the standard appointment record too. Any updates to the key appointment attributes will be pushed out to the related parties too as well as cancellations.
This will work too in Dynamics 365 as long as you have the configuration setup correctly.
Hope this was helpful!
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