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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Use an Appointment Template when creating an Appointment in Timeline of a Case

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Is there an appointment template available when creating an appointment in the timeline of a case? 

There is an email template when creating an email but I dont see any template when booking appointment meetings.

  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    Hi Zz1117,

    You can insert templates when add emails,

    but as far as I know, there is no template for appointment.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,508 Moderator on at

    Hi Zz,

    I think that there is no template for appointment,

    But, you can configure the appointment FORM and the card that will be displayed in the Timeline. In the Form you can mention the fields that you want to see.

    Hope that's helpful for you.

    Please mark the answer as verified if that's helpful for you.

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