Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Dynamics 365 Quick cam...
Service | Customer Service, Contact Center, Fie...
Answered

Dynamics 365 Quick campaign issue

(0) ShareShare
ReportReport
Posted on by Moneypenny 15

We are currently experiencing an issue with sending appointments to marketing lists in Dynamics 365.

When we create a quick campaign to send an appointment to a marketing list, the campaign sends and each marketing list member receives an invite in their Outlook calendar as expected. The problem is that the Dynamics user who sent the campaign receives a calendar invite for every member of the marketing list in their Outlook calendar. This can be over 100 people.

 I’ve included a screen shot below to show what is happening when I send a quick campaign to a test marketing list of 4 people:

 

Screenshot-2020_2D00_12_2D00_03-at-09.58.48.png 

 As you can see there are 4 invites in my calendar, one for each of the marketing list members.

 Could you let me know what we need to do to stop this from happening please.

  • Moneypenny Profile Picture
    Moneypenny 15 on at
    RE: Dynamics 365 Quick campaign issue

    Hi Leah,

    Thanks very much for all your help with this issue. I suppose that at least I now know that it's not a bug.

    It does seem a bit of an oversight by Microsoft though, why give you the option of sending appointment invites to a marketing list but having a group invite function.

    PS: I've marked your answer as verified.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Quick campaign issue

    Hi Moneypenny,

    Unfortunately, it seems that you can’t stop it.

    In fact, when you a quick campaign to send an appointment to a marketing list, it will create as many appointments as marketing list members

    And the ‘Required’ field of each appointment will be filled just one member, not make all members in the one appointment.

    pastedimage1607491267710v1.png

    So you'll see the same number of invitations as appointments on the calendar.

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Moneypenny Profile Picture
    Moneypenny 15 on at
    RE: Dynamics 365 Quick campaign issue

    Hi Leah,

    Thanks for posting the links, however, they all show how to 'stop' calendar invites being sent to marketing list recipients, where as we 'want' to send an invite.

    The problem is that along with an invite being sent to each member, one is also being sent to the organiser (owner of the quick campaign) for every invite sent to the list. So in the example above, the marketing list has 4 members and as you can see, an invite has been sent to the organiser for every invite that is sent out, resulting in 4 invites in the organisers calendar (one for every marketing list member).

    So in summary, we want a single invite to go to each marketing list member and the organiser.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Quick campaign issue

    Hi Moneypenny,

    Maybe you can refer following threads:

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/136275/disable-sending-appointment-invitations#:~:text=Navigate%20to%20Settings%20%3E%20Administration%20%3E%20System,for%20Appointments%2C%20Contacts%20and%20Tasks.

    https://www.freefall365.com/blog/2019/4/12/problem-solved-invitations-being-sent-for-appointments-created-in-dynamics-365-in-error

    https://dynamics.mittermair.pro/2019/01/06/stop-sending-appointment-invitation-to-attendees/

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Moneypenny Profile Picture
    Moneypenny 15 on at
    RE: Dynamics 365 Quick campaign issue

    Hi Leah,

    We are using Dynamics 365 customer service enterprise and also the Dynamics 365 app for Outlook (latest version). We are also syncing data between D365 and users Outlook accounts.

    Is that what you needed to know?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Quick campaign issue

    Hi Moneypenny,

    Can you tell me what app you are using?

    Regards,

    Leah Ju

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans