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ReportThe Dynamics 365 implementation I am working on only allows appointments to be created through a case (Incident). The goal is for all members of the team to have the appointment added to their calendar via Server-Side Synchronization. All of the users are set up properly in the system and are currently receiving the appointments THEY schedule. However, they are not put on the rest of the teams calendar.
NOTES:
- The Created By, Owner and Organizer of the appointment are all listed as the individual user.
- Users are set up using the Dynamics 365 App for Outlook.
I created a new workflow to run when a record is created. It takes the appointment and the case as parameters. It uses the case information to grab all active members of the case team. Then it adds them to the "required attendees" field (type = PartyList) on the appointment.
I ran the workflow several times and can see all the active team members on the Required Attendees list. It still doesn't appear to sync with the team member calendars though.
Another suggestion I saw for getting appointments to sync was to create duplicate appointments for each member of the team. I really don't think creating close to a dozen copies of an appointment would be a good use of resources. Not to mention it would artificially bloat the number of appointments for each case. If a case has 10 unique events and 13 team members you are looking at 130 different events.
I am also worried about recursion in this scenario. If I create a duplicate event through a workflow, it would kick off another workflow for the newly created duplicate appointments. I could probably figure out a way to prevent that via parameters though.
Other than this duplicate event solution, what options are available to get the events to sync with all of the team member calendars?
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