Create rule so high level employees don't get called to meetings for pre-qualified leads

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Posted on by Dribblej

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Hello,

I am looking to create a rule as such. .

IF entity = Lead then attendees cannot equal “Specific Person” or job title = “CEO”

I don't want my CEO to get scheduled for a meeting with a lead before its qualified. Users keep doing this. Can I create a business rule or something that does not let certain individuals get invited to meetings until the regarding is for an opportunity type?

Can I do this within Dynamics 365 or Outlook? I assume there needs to be some workflow that says when the meeting/ appointment is created IF the entity does not equal opportunity then "X User" cannot be assigned.

Thank you for any help or thought on this.

All the best,

Josh

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Dribblej 265 on at

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RE: Create rule so high level employees don't get called to meetings for pre-qualified leads

Hi Thijs van der Klei, at the moment the personal assistant is doing exactly what you suggested and did make them a delegate user in Outlook so they can Read, Edit, and Author on the CEO behalf. Ultimatley, I want to create some workflow that does not allow the CEO to be an attendee in a meeting with a Lead entity at all. I want to only permit adding him/her as an attendee if the record is set an opportunity.
Thijs van der Klei 780 on at

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RE: Create rule so high level employees don't get called to meetings for pre-qualified leads

Hi Josh,

You could turn it around:

IF lead gets qualified
THEN create task for the owner of the lead to organize a meeting with the CEO
ELSE do nothing

This could be done by creating a workflow.

If your CEO has a personal assistant, you could also make this person delegate in the Outlook. Then this person can screen the meeting invitations.

Kind regards,

Thijs van der Klei