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Microsoft Dynamics CRM (Archived)

Does accepting or declining appointments in Outlook affect CRM?

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Posted on by 360

We are using the outlook plugin to synch outlook to on-premise CRM. After poking around I'm under the impression that CRM does not keep track of whether or not someone accepted or declined a meeting. I can decline a meeting, and it will be synched into my calendar from CRM and show up as if I accepted it. This is confusing some of our users, who are declining meetings and then seeing them show up anyway. It's also creating some problems with booking service appointments, because CRM thinks the user is busy during a particular time and doesn't want to schedule a service appointment, when in reality the user is free.

Are there any recommended ways of dealing with this?

On the flip side, optional attendees that accepted don't show up in the service calendar and can get double-booked through CRM. We've had to write a plugin that moves all optionals to required for every appointment because double-booking is a much bigger issue, but if there was a way to see who actually accepted or declined the meeting then I could solve both problems at once.

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  • AFTAB HUSSAIN Profile Picture
    Microsoft Employee on at

    Hello Egor,

    Optional attendees who accepts the appointment or request don't show up in the service calendar. This seems to happen on all CRM Orgs and its by design as If a user is kept optional, it is not considered that the  user “busy” during this time in the service calendar.

    I would suggest you to vote on the link below.

    connect.microsoft.com/.../microsoft-dynamics-crm-2011-service-calende-is-not-showing-the-blocked-time-for-the-optional-attendee

    Thank You !

  • Egor Profile Picture
    360 on at

    Thanks Aftab, but that's not the main issue. We've been able to get around that with a plugin that simply moves optionals to required.

    However, what happens if a required attendee declines a meeting? Is that reflected anywhere in CRM? The behaviour we are seeing is that CRM doesn't care whether you accept or decline a meeting, you will still stay on the CRM appointment and it will synch to your outlook as if you accepted.

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