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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / How to create an appoi...
Service | Customer Service, Contact Center, Fie...
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How to create an appointment without triggering an email to the customer?

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Posted on by SO-11060312-0 7
Our organisation has the need to create some appointments after they take place. All appointments automatically trigger an email to the customer, which isn't useful when the appointment has occurred in the past. Is there any way to prevent a new appointment from triggering an email to the customer? Thanks so much.
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Dynamics 365 Customer Service
  • SO-11060312-0 Profile Picture
    SO-11060312-0 7 on at
    How to create an appointment without triggering an email to the customer?
    @surya narayanan thank you! This is exactly what I was wanting to know :)
  • Verified answer
    surya narayanan Profile Picture
    surya narayanan 92 on at
    How to create an appointment without triggering an email to the customer?
    Hi,
     
    Prevent Email Notifications
    🔹 Option 1: Use "Is Regular Activity" = No (Advanced)
    When creating the appointment programmatically (e.g., Power Automate, plugin, or API), set this field:
    "isalldayevent" = false
    "seriesid" = null
    "ismapiprivate" = true
    "instancetypecode" = 0
    But more importantly:
    Set "isregularactivity" = false
    This often prevents syncing with Exchange (which triggers the email)
    ⚠️ This is not exposed in UI — used only via API or code.
     
    🔹 Option 2: Uncheck "Send Email Invitation" (UI Approach)
    When creating or editing an appointment manually, uncheck the "Send Email" option:
    This option appears in the appointment form, usually as a checkbox if the integration with Exchange is enabled.
    However, if you're logging past appointments, this box should be unchecked manually (or via form scripting).
    Problem: It may still default to true or may not be available depending on your setup.
     
    🔹 Option 3: Disable Tracking/Sync Temporarily
    If you’re importing or creating appointments in bulk, disable tracking temporarily:
    Go to Personal Settings > Email
    Uncheck "Track appointments and meetings in Outlook"
    Or, temporarily disable server-side synchronization
    Use case: For bulk creation or migration of past appointments.
     
    🔹 Option 4: Set Appointment Status to Completed Immediately
    When creating a past appointment:
    Set its Start/End time in the past
    Set Status Reason = Completed
    "scheduledstart": "2024-06-10T10:00:00Z",
    "scheduledend": "2024-06-10T11:00:00Z",
    "statecode": 1,           // Completed
    "statuscode": 3           // Completed
     
    Appointments that are already completed do not trigger invitations.
     
     

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