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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Appointments not conve...
Service | Customer Service, Contact Center, Fie...
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Appointments not converting to Teams Meeting

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Posted on by Parker Stearns 25

I have a workflow to create an appointment record and to set the Teams Meeting Slide to "Yes". When the workflow executes it appears to have a Teams Meeting, and if you refresh the page you can briefly see the Teams Meeting Slider is set to yes, however there is no link that gets generated in the description field and the appointment in outlook isn't a Teams Meeting. If I manually create an appointment in CRM and set the Teams Slider to yes everything works, but for some reason it doesn't work with a workflow. This workflow was originally working and now it seem to just stop working. Any suggestions?

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Appointments not converting to Teams Meeting

    Hi,

    Please check the scope setting of your workflow.

    pastedimage1649669055927v1.png

    You can achieve your request by adjusting the above option.

    Here are the four options that can define your Workflow Scopes.

    1. User

    The Workflow will only run against entity records owned by the owner of the Workflow. Therefore, it’s almost set up like an individual Workflow.

    When you elect this Scope, it means it will only run on the records owned by the same user as the Workflow user.

    2. Business Unit

    The Workflow will run against entity records for all owners that are in the same business unit as the Workflow owner.

    3. Parent:Child Business Unit

    Enabling this Scope means the Workflow will run against entity records for all owners that are in the same business unit and any child business unit(s) of the Workflow owner.

    Consider you have two child business units that belong to one parent business unit and three child business units that belong to a different parent business unit.

    If the user is in the first parent business unit, any entity records owned by individuals within that business unit or its two child units will be included in the Workflow.

    4. Organization

    The Workflow will affect all records within your Dynamics Organization. It is the scope setting used most often.

  • Parker Stearns Profile Picture
    Parker Stearns 25 on at
    RE: Appointments not converting to Teams Meeting

    It appears that the appointments only convert to a teams meeting if the user is the owner of the workflow

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