Using Dynamics 365 App for Outlook to track an appointment created by another CRM user

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Posted on by MikeC282

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Hi all,

I've got a quick question regarding the use of the new Dynamics 365 app for Outlook and how it won't allow you to track an appointment organised by another CRM user.

The situation is this:

Say for example we've got a EA that has access to their Executive's calendar and need to track appointments into the CRM on behalf of their Executive. The problem is that both the EA and the Executive has access to the CRM and hence the EA is not able to track appointments arranged by the Executive. Previously using the old COM plugin, they could copy the invite into their calendar and then track it using their account but in this case it looks like it has to be the person organising the appointment.

Is there a way around this so that EAs can track appointments on behalf of the Executives?

Kind regards,

Michael

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