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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Scheduling meetings by...
Microsoft Dynamics CRM (Archived)

Scheduling meetings by clients

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Posted on by pawelk3 100

I want to automatize scheduling meetings with clients for my customer care team. They are spending too much time calling and emailing clients. Is there such a solution in the D365 system or some add-on that will allow customers to independently book a meeting with a member of my team in the calendar after prior availability (e.g. on the shared website)?

I will be grateful for any suggestions.

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Scheduling meetings by clients

    Hi,

    I don't think OOB such kind of functionality available in D365. D365 always allow CRM user to make an appointment with customer and customer can not create an appointment to CRM directly.

    However in CRM you can convert email to case , similar thing you can do like when customer send mail to CRM user and you can write a plugin to create an appointment which read the mail body and create an appointment. I have not tried by you can try.

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at
    RE: Scheduling meetings by clients

    Since you requirement is to have a customer facing interface for your customer, you could install Customer Self Service portal and allow them to create appointment.

    docs.microsoft.com/.../administer-manage-portal-dynamics-365

    Hope this helps

  • pawelk3 Profile Picture
    pawelk3 100 on at
    RE: Scheduling meetings by clients

    @Kokulan, thank you form you comment. Have you ever encountered a similar solution that I described?

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