Email notification - Appointment

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Posted on by Community Member Microsoft Employee

Hello,

I've created an appointment in CRM with a CRM-user in the Required field. (not a contact, a real CRM-user).
The appointent is present in the CRM-user calendar (Outllok and CRM) and all works fine.

But how can I set CRM options to send an email to the CRM-user email ? (Primary Email field for CRM user)

Thank you for your help.

Jerome

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PS 23,577 on at

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RE: Email notification - Appointment

Go to settings>>administration>>system settings>>email tab>> set 'appointments, tasks & contacts' to server side sync. if this does not solve your problem, let us know and we can think of another way. workflow would not be possible as 'required' is a activity party list and it can contain more than one values at at time
Community Member Microsoft Employee on at

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RE: Email notification - Appointment

Thank you Tushar. I thought that It was native.

In a few words (I will search some documentation), can you give me a little explanation about CRM-workflow (for appointment) ? (CRM 2013)
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Tushar2016CRM 1,130 on at

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RE: Email notification - Appointment

HI ,

You can add a workflow which will send the email to the user .

Thanks !