Any way to sent meeting request to customer from Dynamics CRM

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Posted on by Dynamics@CRM

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hi All,

We have requirement to sent meeting request to the customer and on approval by customer we have to perform some action in CRM is there any way to achieve this?

Categories:

Customization / Solutions / SDK and API

Email and Office Integration

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Answers (3)

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LuHao 40,872 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Hi partner,

Unfortunately, there is currently no OOB features to track "acceptance" or "Rejection" in CRM.

This feature belongs to Outlook and is not currently integrated with CRM.

You may need to use Microsoft Flow or write a plugin.

Hope this helps.

Best Regards,

Lu Hao
gdas 50,085 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Please close the thread by verifying above helpful answer , which may helps others in future for similar query.
Dynamics@CRM 110 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Thanks its work with appointment.

i am able to send meeting request but not able to track "acceptance" or "Rejection" in CRM
Johnny Gong 6,482 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Hi Dynamics@CRM,

If my understanding is correct , you would like to create a automatic flow after the appointment approved.

From D365 BPF/Worflow, I didn't find the trigger to trace whether the appointment is approved. If there's any solution pls kindly suggest me.

While you could use the approval flow to do any operation after any/every participants approve by different Approval Type.

docs.microsoft.com/.../all-assigned-must-approve

Hope the above would help.

Regards

Johnny
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LuHao 40,872 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Hi partner,

You could use the Appointment in Dynamics 365 to initiate a meeting.

There are several ways to create an appointment:

1. Quickly create

Click on the "+" in the upper right corner and select Appointment.

2. In the Activity list

Go to Sales or Service or Marketing > Activities, click the Appointment button in the command bar.

3. In the ACTIVITIES of the customer form.

4. In the Service Calendar

When you want to send the Appointment, click the Save button.

After a while, the appointment participants will receive an email with the invitation to the meeting.

When they accept the invitation to the meeting, you will receive a reminder email. Then you can perform some action in D365.

Hope this helps.

Best Regards,

Lu Hao
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gdas 50,085 on at

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RE: Any way to sent meeting request to customer from Dynamics CRM

Hi ,

You might know that there is a activity called appointment or email.

docs.microsoft.com/.../create-edit-appointment