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We recently switched from using the legacy Dynamics COM Add-in to the Server-Side Sync and the Dynamics App for outlook and are seeing strange behavior with invites created from Dynamics. The title for appointments created from Dynamics look correct in the calendar, but the invites that go out to the client are missing the first 4 or 5 characters. We have both a production and sandbox environments and have the same issue in both environments and it happens to all users.
Here is our process:
Our appointments are created via a workflow triggered when a Phone Call record is closed. We have a custom field called Call Results, and if that field is set to 'Meeting Scheduled', then additional fields are displayed to allow the use to select the date and time for the meeting. When the call record is closed, a new Appointment record is created. When the appointment is initially created by the workflow tied to the phone call record, the subject to the meeting is set to 'Mtg:' (since it is a required field to create the appointment record). Once the appointment record is created, another workflow runs that sets the subject and Description fields for the appointment in a specific format. The Subject always starts with either 'Mtg:' or 'Call:', then includes other information including the name of the participants. When we create the appointment via the workflow, we do not set the required and optional participants, because we do not want the appointment to get sent to the recipients before the organized has had a chance to review the appointment and add any other needed detail to the meeting description (such as a Teams link). Once the meeting has been created in dynamics, it then syncs to the Organizer's calendar where they add the required and optional attendees and then send the invite. This is where the issue appears.
The meeting will show up in the Outlook calendar correctly after syncing with the correct subject line starting with either Mtg: or Call:, but when the organizer actually sends the invite, the Mtg: or Call: prefix is stripped from the subject of the meeting invite, even though it still appears on the appointment in Outlook and in Dynamics. If the meeting is subsequently rescheduled via Dynamics, which triggers an automatic meeting update email, the subsequent updated invite does include the prefix.
Some other detail:
The item that appears in the Sent Items om Outlook when sending the initial invite does NOT include the prefix.
If a reschedule is sent out directly from Dynamics, it DOES include the prefix in the Sent Items in Outlook.
When looking at the audit history on the Appointment record in Dynamics, there is no instance where it ever shows that the Subject was ever missing the prefix.
Has anyone seen this type of behavior before? Our sales team is very picky about the formatting of the appointments that go out to our clients and prospects, so having the meeting titles go out incorrectly and then change if there is a reschedule is a cause for concern.
Example of meeting invite showing the Title/Subject with the the Mtg: prefix as it appears when the appointment is created in Outlook
Example of what appears in the Sent Items (and what is received by the recipient)
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André Arnaud de Cal...
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