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Sending Calendar Invites or Notifications to Customers

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Posted on by Pete C

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Hi Team,

We use D365 Field Service & RSO to schedule our work orders.

We use Microsoft Outlook to send Calendar invites to customers for when there Installation will occur.

Does anyone know if from D365 Field Service or RSO you can create calendar invites or something similar and send to designated email addresses or DL's?

Regards

Pete

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Gabriel Dias Junckes 2,435 on at

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Sending Calendar Invites or Notifications to Customers

It won't be an out-of-the-box configuration, but you can easily configure a workflow or power automate to send it.

An option is to create a workflow to trigger the booking creation or the booking status change if there is a soft booking process, so you can create an appointment activity.

Creating appointments, which are sent as invitation to attendees – Microsoft Dynamics 365 for Developers (mittermair.pro)

A Power Automate would be an option too, here is an example.

Send calendar link to mail from dynamics 365 and track appointment booked from that link

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