Sending out appointments?

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Posted on by Per L

I am trying to get my head around the logic for appointments created in Sales app. I have everything setup for my mailbox according to documentation. I have enabled server-side sync for appointments etc for the server profile in powerplatform admin.

But, when I create a new appointment and add a Contact as a meeting participant, I expect that Sales app, through my Server side sync for my mailbox in Exchange would also send the actual meeting invitation to the email of the Contact. But it doesn't! Why? I am become the owner of such a new appointment I would expect it would use my CRM mailbox to carry out the stuff needed?

For the same reason I would also expect to see my newly created appointment (where I am the sender) in my own Outlook calendar. But nope. So it seems the appointment never leaves the Sales app (where everything looks as expected)...

Reading the documentation over and over again does not give me any new ideas. Am I on the wrong track?

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dian74 2,475 Most Valuable Professional on at

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Sending out appointments?

Besides enableling your mailbox for server side sync (making sure appointment, contacts and tasks are set to server side sync) have you also approved the email (you can do this from the mailbox record in D365) and after that have you clicked on 'Test & Enable mailbox" and made sure the test run status showed as successful? If you did all of this and it's still not working I would suggest entering a ticket with Microsoft.

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