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Customer experience | Sales, Customer Insights,...
Answered

Do tracked and created appointments auto close after the scheduled end date

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Posted on by 2,175

Hi all,

Quick question. Do appointments automatically close from statuscode of schedule to completed after the scheduled end date? 

Been doing some tests with creating appointments either in Outlook and tracking it back or in Dynamics and sending it out. Seems to sit in Scheduled forever. But when I do a query on appointments tracked it seems most of the older ones are completed. I don't think any of my users are going back into the CRM and closing the appointments. 

If it doesn't auto close then why is there a actual start and actual end field on the appointment entity.

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  • Verified answer
    Lucas H Profile Picture
    283 on at

    They do not. You would need to either manually close them or create a workflow/Flow to automatically close them, which would be fairly simple to do.

    • Scheduled Start = Start Date/Time for Appt
    • Scheduled End = End Date/Time for Appt
    • Actual End = Date Marked Complete
    • Actual Start = ??? (No clue...)

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