Hide Appointment Attendees

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Posted on by PlanetS

Hello.

We would like to create appointments in Dynamics for classes that we will hold off-campus. We would like to use the built in functions for attendees to receive notifications of class changes, etc. But we do not want all attendees to see who else is attending the class. We will be correlating data from these appointments (classes) to other Dynamics info for analysis, which is why we would prefer to use Dynamics rather than just Outlook.

Any recommendations on how we do this?

Thank you.

PlanetS

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RaviKashyap 55,410 Moderator on at

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Hi,

AFAIK this cannot be done with a single appointment i.e if you put multiple contact in required/ optional field, the appointment will be send/ sync to all these parties.

If you don't want all attendees to see who else is attending, then you will have to create individual appointments.

You can achieve this by creating a parent appoinmtment record with no required (or a dummy receiepient), and have a custom process which on create of appointment check if it is a child appointment or parent (for this you need to have a lookup to parent appointment which you will populate when you create child records), if it is parent then retrieves the list of attendess based on your own logic and create child appointment for each attendee (ensuring that the parent appointment field is populated with the parent appointment).

Hope this helps.

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PlanetS 5 on at

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Thank you Ravi. I assume that by creating child appointments through a custom process, one must also create a custom process for changes made to the parent appointment. This should be a fun project....

Any further ideas are definitely appreciated.

Thank you again for your response.

PlanetS

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