Prevent Server-Side Sync from sending appointment email notifications to external recipients
When an appointment is created in CRM and an internal user an external contact is added in the required field, we see the external contact receiving an email notification instead of the appointment.
Steps to reproduce the issue.
Creating an appointment in CRM and click on save
- Create two users in CRM
- One is internal CRM user
- Second is external contact
- Then login to CRM
- Click on Sales
- Click on appointment
- In required we added internal user and external contact
- And click on save.
Observation:-
We see now that the internal user get the appointment synchronize in the outlook and the external contact get email.
Ask:-
We would like the appointments to synchronize in the same way for external contact as it happens for the internal user.
Comments
This burned us when we moved to server side sync. we had a few appointment updates get sent to external parties. We have since shut off server side sync and will not be going back until this can be resolved.
Category: Email Management and Outlook Integration
We need this to prevent external customers receiving email notification when appointments are created.
Category: Email Management and Outlook Integration
Is there any work around on this? Even if we could make sure when a user in on a contact records and selects appointment it does NOT put the contact in the required field.
I am not seeing a workflow or business rule that will help.
Category: Email Management and Outlook Integration
Very much needed
Category: Email Management and Outlook Integration
In our organization we don't want invitations to be sent automatically to customers. When creating an appointment from an opportunity, the system will load the contact / account data by default. We can not rely on the internal user rememering to clear these fields before saving the appointment.
Category: Email Management and Outlook Integration
See related community post:
https://community.dynamics.com/crm/f/117/t/136275
The problem in our organization is around the email meeting invites being sent to external contacts. We would like the ability to suppress those from the CRM settings in some way.
Thanks!
Category: Email Management and Outlook Integration
At this a big and urgent show stopper for all our customer! The migration from "Client Side Sync" towards "Server Side Sync" (and the use "Dynamics App for outlook" instead of the troubled "Dynamics 365 for Outlook" client) is on hold. I hope this can be implemented very soon because this is really a big issue for us Thx!
Category: Email Management and Outlook Integration
This would be a great feature for our organisation, so we have the choice as to whether we wish to send emails to any Contact external to our organisation.
Category: Email Management and Outlook Integration
See related community post:
https://community.dynamics.com/crm/f/117/t/136275
The problem in our organization is around the email meeting invites being sent to external contacts. We would like the ability to suppress those from the CRM settings in some way.
Thanks!
Category: Email Management and Outlook Integration
At this a big and urgent show stopper for all our customer! The migration from "Client Side Sync" towards "Server Side Sync" (and the use "Dynamics App for outlook" instead of the troubled "Dynamics 365 for Outlook" client) is on hold. I hope this can be implemented very soon because this is really a big issue for us Thx!
Category: Email Management and Outlook Integration