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Customer experience | Sales, Customer Insights,...
Suggested answer

Rescheduled appointments

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Posted on by 32

Hi All,

when using this functionality 

Track Outlook appointments in Dynamics 365 for Outlook | Microsoft Docs

If the appointment gets rescheduled, it doesn't update CRM in the contact timeline with the "NEW" appointment.

In fact it "Completes" the original appointment and doesn't update the timeline with any information apart from the confirmation e-mail saying that the new date is fine.

Anyone have a workaround for this?

Cheers in advance

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  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    on at
    RE: Rescheduled appointments

    Hi,

    Look to this troubleshooting process:

    The Outlook meeting tracking tab is not updated - Outlook | Microsoft Docs

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Conleth Overton Profile Picture
    32 on at
    RE: Rescheduled appointments

    Cheers Kenneth,

    after further investigation. The user had manually completed the original appointment instead of amending the scheduled date / time in outlook. This left CRM with a completed entry of an appointment that didn't actually happen.

    Thank you for your response.

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