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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Block "Tracked with Dynamics" for internal meetings/mail - other user than organizer can decline meeting!

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Posted on by 105

Hi everyone,

we are having some problems with the D365 connector.
In my understanding (i am no D365 expert) - you can select track - either when using the category or the addin.

There might be a false usage on the user side. But we now had a very disturbing event.

  1. Mgmt sent a meeting out to everyone
  2. This meeting is tracked (if automatic or manual - i do not know)
  3. One colleague (who also is allowed to use the addin) - selects "untrack and delete"
  4. The whole meeting gets cancelled!!

This cannot be right - can it? It is a programmatic access to another users mailbox without the owners permission.

Are there some configuration errors you can make?

Can we set up an exception - so that only external meetings and mails can be tracked?

Best regards

Stephan

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi StephanG,

    Could you tell us which app are you using, D365 Marketing?

  • StephanG Profile Picture
    105 on at

    No, it is D365 Sales.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi StephanG,

    According to the doc, only those in present or future appointment and the owner can cancel the meeting. Is your colleague the owner?

  • StephanG Profile Picture
    105 on at

    Hi. Thanks for your response

    Deleting a tracked appointment in Outlook deletes the appointment in Dynamics 365 for Customer Engagement. Deleting a tracked appointment in Dynamics 365 for Customer Engagement deletes the appointment in Outlook if the following is true:

    • The appointment date is in present or future. - YES

    • You are the owner or organizer of the appointment record. - NO

      If you stop tracking an appointment, Dynamics 365 for Outlook asks whether you want to delete the appointment from Dynamics 365 for Customer Engagement. The appointment record is deleted in Dynamics 365 for Customer Engagement if the following is true:

    • The appointment date is in present or future. - YES

    • You are the owner of the appointment record.- NO

    So it should not happen in the recent case.

    I will forward your link to the Dynamics Team. Can this somehow be a misconfiguration?

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