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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create and send appoin...
Customer experience | Sales, Customer Insights,...
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Create and send appointment by workflow

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Posted on by Ian Nicholls 4,157

Hi,

I am trying to setup and appointment and send it to a shared calendar by workflow. It works fine if I create one manually but not using a workflow. I am creating the appointment and then updating the status to scheduled/busy but nothing comes through. I can do it in Flow ok but want to be able to trigger this on certain field changes only. Anyone manage to get this to work?

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  • Ioannis Vrasenikis Profile Picture
    Ioannis Vrasenikis Microsoft Employee on at

    Hi Ian,

    Can you provide more details on what attribute values you are setting on the appointment created via workflow?

    Are all conditions met to get this created appointment synchronized?

    On an out of the box system, the value in the Organizer Lookup is important to set, additionally to the statecode/statuscode (this worked when I tested on my side via an asynchronous Workflow).

    Also, does your attempt also fail when trying to sync it on the normal calendar of the user?

    Checking the 2 records (synced vs. not synced appointment) side by side via Web API might give you better insights on the differences from the data perspective - your_org_url/api/data/v9.1/appointments(activityid)

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