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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Appointments
Microsoft Dynamics CRM (Archived)

Appointments

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Posted on by Dick_Darlington 85

Hi all,

we are using Dynamics CRM online with Exchange online and Dynamics Outlook client and are experiencing the following issue...

When creating an appointment, entering an internal user as recipient (required or optional), filling in the other information and hitting "save", this appointment is automatically saved in the recipients calendar without being checked if free/busy is ok, recipient wants to accept or reject, ...also no notification e-mail is sent...this seems to be the default process. Is there any way to change that behaviour? Like create appointment --> fill in information --> save --> recipient gets an e-mail where he can accept/reject/whatever and if recipient accepts that appointment it appears in his outlook calendar.

Sending appointments to external people is just fine...

Any suggestions :-)?

Thanks in advance.

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  • Dick_Darlington Profile Picture
    Dick_Darlington 85 on at
    RE: Appointments

    Well, would be working as a last resort.

    The default way is not very useful though.

    Thank you and best regards

  • bialix Profile Picture
    bialix 370 on at
    RE: Appointments

    Hello,

    I've created two appointments.

    One was for internal user and he got accepted meeting in his calendar. Without any notification.

    Second was for Contact with same e-mail as internal user. He didn't received notification either. Then I've opened this meeting in my calendar and pressed "send invitation". And then he received invitation.

    I don't think that there is OOB way to create workflow which sends automatically invitations to externals. You will have to press "send" after creating an appointment in CRM.

    And there is no way, to send notification to internals. Creating appointment for internal user is creating an accepted appointment for him.

    How to live with that? Simply create Account for your Company, add every employee as Contact and create appointments for these Contacts.

    Best regards,

    BB

  • Dick_Darlington Profile Picture
    Dick_Darlington 85 on at
    RE: Appointments

    no ideas?

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