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Customer experience | Sales, Customer Insights,...
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Dynamics 365 appointment entity - Can we Add additional previews field on "Required attendees" field

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Posted on by 180

Hi, 

My client invites different contacts from different companies for some appointments. Therefore they want to be able to see which company the contact belongs to on the appointment.

So for each contact added as "Required Attendee" on appointment,  can we also show the company that contact belongs to?  Screenshsot below.

Is there a view we can update which also show in a preview the company each contact belongs to?

pastedimage1605123996880v1.png

I have the same question (0)
  • Umer Javed Profile Picture
    180 on at
    RE: Dynamics 365 appointment entity - Can we Add additional previews field on "Required attendees" field

    Hi Adrian, thanks this is one option however customisation required to pull and set the required company information on the form. I was wondering if we have more of an OOB/configuration based option such as view update to show the company name for the contact?

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at
    RE: Dynamics 365 appointment entity - Can we Add additional previews field on "Required attendees" field

    Hi Umer Powerapps,

    You can achieve this by querying the company of each contact and displaying the results of the query as desired.

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