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Hi all,
I have a business process that fires a workflow that creates an appointment on a user's calendar then sends an email notification to the user about the appointment. The email usually gets sent out within a minute of the workflow completing, but the appointment takes anywhere from 2-10 minutes to appear on the calendar. I know the timing of the server side sync is dynamic, but I'm surprised that it's different between the email and the appointment, and it can be confusing to the user that the email notification arrives and the appointment is not visible yet on the calendar.
The timing is also important because there is a call center that generates the appointments for the users and view the users' calendars to make sure they are not double booking appointments. If Call Center rep A sets an appointment in D365 and it doesn't appear in Outlook for 10 minutes, during that time Call Center rep B could book an appointment as well. A workaround is for the Call Center to check the user's calendar in D365 but then they have to look in two places. A previous solution is for all users to track their entire calendars in D365 but then we lose the ability to use Outlook's scheduling assistant to view multiple calendars at once.
So I guess the question is there a way to set up an appointment in D365 in a way that it syncs on the same schedule as the email?
This is CRM 9.1 with server side sync to O365 with the lightweight Outlook App, not the classic Outlook client.
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