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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Emails and tracking ap...
Microsoft Dynamics CRM (Archived)

Emails and tracking appointments

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Posted on by Kelly B 55

Hi everyone - we are relatively new to the CRM and my sales staffer had a great question that I am 95% sure of the answer but wanted a little backup. If someone setups up an appointment in Outlook and adds a person to the apt and we have an email for them on their record - do they receive notification of the apt that was created? Or when does CRM send an email out to people if an email address is on file? Hopefully never but we will see!

Thanks!

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  • Kokulan Profile Picture
    Kokulan 18,054 on at

    If you use server side sync to sync appointments to Dynamics 365, it will send invites automatically. If you use Outlook to sync appointments, CRM should not send auto invites as outlook normally handles invites in this scenario. When you create an appointment in outlook are you planning to track that in CRM?

  • Kelly B Profile Picture
    Kelly B 55 on at

    Yes, I believe they would like them to be in outlook but also show on the person's record in the CRM. How can I ensure Server Side Sync is off?

  • Kelly B Profile Picture
    Kelly B 55 on at

    We have Server Side for Appointments, Contacts and Tasks, I added my gmail to the invite to test and I haven't seen anything through (sent about 20m ago). We are trying to track the appointment to a specific record but don't want that user to receive an invite. Thanks for any help!

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    To answer your question of how to make sure SSS is off, you could first test on one user by updating the mailbox configuration to use Outlook for appointments and contacts sync.

    4034.ScreenClip-_5B00_277_5D00_.png

    Once you confirmed its working for one user, you can then update all the users with similar config by finding all the mailboxes using advance find and doing a bulk edit to update the settings

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