Customization, Dynamics CRM

Creating appointments, which are sent as invitation to attendees

| by Michael Mittermair

Creating and tracking appointments to Dynamics CRM is one of the base functions to keep all information per account and contact at one place.

Therefore all appointments with a customer should be created or tracked to CRM. But be careful with this approach. As soon as you create an appointment in CRM, this appointment will be sent as an invitation to all attendees (like outlook is doing this).

I created an example, to show how this is working.

First I created a new appointment. Therefore I added a contact as required and an account as optional. Then I added some information and saved the appointment.

Creating a new appointment, which will be sent to the attendees
Creating a new appointment, which will be sent to the attendees

In the background, CRM will send the invitation to the account and the contact. After the invitation was sent, you will see this as sent item in your outlook (in the folder sent items).

The appointment was sent to the attendees as an invitation
The appointment was sent to the attendees as an invitation

 

If the attendees doesn’t get the appointment-invitation you should check your mailbox. Be sure that your “Outgoing Email“ and “Appointment, Contacts, and Tasks” are set correctly and in Success-State.

Check you mailboxsettings
Check you mailboxsettings