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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create rule so high le...
Customer experience | Sales, Customer Insights,...
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Create rule so high level employees don't get called to meetings for pre-qualified leads

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Posted on by Dribblej 265

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

I have the same question (0)
  • Thijs van der Klei Profile Picture
    Thijs van der Klei 780 on at

    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

  • Dribblej Profile Picture
    Dribblej 265 on at

    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.

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