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Customer experience | Sales, Customer Insights,...

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View availability calendars colleagues

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Posted on by CU20021453-0

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If I want to schedule a new appointment via activities in d365 customer engagement, I want to be able to view the availability of my colleagues participating in the appointment. I need to be able to view their calendars. Is this possible? If so, how?

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11manish 275 on at

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Yes, this is possible in Microsoft Dynamics 365.

While creating an appointment, you can use the Scheduling Assistant to view attendees’ availability (free/busy time).

Key requirement:

Calendar synchronization with Microsoft Outlook must be enabled (Server-Side Sync)

How it works:

Add attendees to the appointment

Open Scheduling Assistant

View their availability and select a suitable time

In short: enable Outlook sync and use Scheduling Assistant to check calendars.

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