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Send meeting request for Schedule Work Order

Posted on by Microsoft Employee

Hi,

I'm a newbie with Dynamics and I am look to send clients a meeting request (or at least an e-mail) when a work order is scheduled.

Is this possible?

Appreciate any pointers you may have regarding this topic.

Thanks,

Paulo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send meeting request for Schedule Work Order

    Hi,

    Here is a video which introduces Creating Workflows to Send email in Dynamics CRM.

    https://www.youtube.com/watch?v=Ct0itsCxB6M

    Hope it could help you.

    BR,

    Judy

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send meeting request for Schedule Work Order

    Thanks Judy. Any URL with some examples or documentation on how to do this?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send meeting request for Schedule Work Order

    Hi,

    You could use workflow or Business process flow to achieve this.

    BR,

    Judy

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