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1. I want to be able to create appointments for myself or sometimes on behalf of another user with the clients.2. I want to be able to do so in MSD as well as in Outlook.3. I wish to have the agenda synchornized so it helps when scheduling appointments in MSD.4. Sometimes instead of an appointment, I would need to schedule a phone call. Then too the above requirements stay.
What is the best solution?My undnerstanding is Resource Scheduler can help with service appointments, but general appointments and phone call in MSD dont show up ion the agenda of URS. Is that correct?The inbuilt Activity module in MSD cannot help with agenda synchornization, right?
These all are OOB functionalities.
Install outlook client and Sync CRM data with outlook.
Hello @Dynamics365 Rocker,
OOTB does sync the calendar, but what I am looking for is the availability assistance in MSD. For eg, we both are users in MSD365 (with outlook sync enabled) and I am scheduling an appointment in MSD with you. Can I, during creation of appointment, get guidance from MSD365 about your availability in a particular time slot I select?
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