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Customer experience | Sales, Customer Insights,...

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CRM Appointments Sending Calendar Invites

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Posted on by WC-16061853-0

When our ticket sales reps are scheduling appointments in CRM for sales it is automatically sending out calendar invites to that person. The issue is the calendar invite is including the notes that the rep wrote about the person – which is not good. is it possible to turn off that automatically send invites setting in CRM?

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Microsoft Dynamics CRM

Dynamics 365 Sales

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Jonas "Jones&q... 5,016 Most Valuable Professional on at

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Yes, we are doing this in our CRM: https://dynamics.mittermair.pro/2019/01/06/stop-sending-appointment-invitation-to-attendees/

It's a bit of a hack, and the users might get a notification at an invitation has been sent. We recently had our vendor make a work-around for it, and if it's an issue I'll write a blog post about it.

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