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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Team for organiser field?
Microsoft Dynamics CRM (Archived)

Team for organiser field?

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Posted on by Community Member Microsoft Employee

Hi,

My goal is to create appointments in CRM that are visible in my team's outlook calender (we have CRM for Outlook installed).

As far as I got: I have to add the organiser field in the activity form and fill it in with the person who is organising the appointment. So far so good, that person gets the appointment in his Outlook calender, but now I want to do that same thing for my team/business unit.

Sadly the organiser field only seems to allow users to be added, not teams. Is there a way around this? I have tried assigning the appointment to my team but then it doens't appear in their calenders either.

This is the adding option I get from the organiser field, as you can see "look for" is locked, I need to be able to search for my team.

Help is greatly appreciated

2860.Screenshot_5F00_42.png

Kind regards

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Team for organiser field?

    Thank you, still not able to add my team in 1 click there but it's as close as I can get here I suppose. :)

    I tried making one through Outlook CRM and there I can use the mailing lijsts from Outlook.

    Thank you for your guidance!

  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Team for organiser field?

    In CRM you should have the field 'required'. This is the same field as the 'to' field in outlook.

    [View:http://screencast.com/t/NfccC7ZxpI:750:50]

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Team for organiser field?

    Could you elaborate about 'mandatory" field please? You're talking about in CRM, right? I can't find a "mandatory" field in the form (even under this list of pre-made fields). Do I have to make that field? if so, can you please guide me through it, I have very little experience with Microsoft CRM.

    Kind regards

  • Verified answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Team for organiser field?

    The organiser fields only maps to one person. Just like in outlook you don't create an appointment from a team's perspective, but one user creates an appointment and invites the others.

    In this case the organiser creates the appointment and sets the other users in the mandatory field so they get an invite which they can accept/decline.

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