News and Announcements icon

Dynamics 365 CommunityForums Service | Customer Service, Contact Center, Fie... Sending Calendar Invit...

Service | Customer Service, Contact Center, Fie...

Unanswered

Sending Calendar Invites or Notifications to Customers

(2) Share

Report

Report

Posted on by Pete C

105

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

All responses Img

All responses (1)

Answers Img

Answers (0)

Gabriel Dias Junckes 2,428 on at

Like (1)

Report

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

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2

Martin Dráb 230,458 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans