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CRM 2011. Send an outlook appointment (.ics) through a workflow that sends an email.

Unanswered CRM 2011. Send an outlook appointment (.ics) through a workflow that sends an email.

  • Friday, April 27, 2012 9:33 PM
     
     
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    Hello,

    CRM 2011, Rollup 7.

    I have an Activity Entity (DoctorVisit) that stores information of doctor
    appointments for the child. In the visit, a number of different "Contacts" need
    to be present. This entity saves the common "Activity" fields (Start Time; End
    Time; Requiered Atendees, etc... ) plus other fields that are needed (i.e.: 
    Type of visit, etc...)

    Usually, not all the atendees have access to CRM; or have the Outlook
    Connector installed connected to our server; but all of them use Outlook.

    I created a process-workflow (DoctorVisitNotification) that captures a
    creation of a new record on the "DoctorVisit" entity; and sends an email to the
    Atendees. The body of the email contains information related to the child. I
    filled up the details section of the workflow with all the data from the
    DoctorVisit Activity.

    The issue is that the email is being sent, with no problems; but what I need
    is to send the email as an Outlook Appointment (.ics file), so a new calendar
    event is created in Outlook when the user accepts the meeting request.

    I've tried different things; but so fan none of them works.

    Thanks in advance.

     

All Replies

  • Saturday, May 05, 2012 9:54 PM
     
     
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    What if you create an appointment instead of an e-mail? Another option could be to create an .ics-file and attach it to the e-mail.
    • Edited by flowjob Saturday, May 05, 2012 9:54 PM
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  • Tuesday, May 08, 2012 3:09 PM
     
     
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    I tried that, and realized that there are a lot of glitches on the workflows (i.e: accessing referential data of a regarding field, accessing notes (annotation), etc...) ; so I'm sending a custom-apointment through a plugin on the Create message. Let's see how it works.
    Thanks
     
  • Friday, October 19, 2012 4:39 PM
     
     
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    I want to do the same thing.  Have you finally succeeded?

    eperigny

     
  • Friday, November 16, 2012 11:57 AM
     
     
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    Hi eperigny

                you found any solution for this ???

     
  • Thursday, February 14, 2013 9:47 AM
     
     
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    I'm looking to do the same. Have you solved this problem?