vrijdag 27 april 2012 21:33
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
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.
zaterdag 5 mei 2012 21:54What 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.
- Bewerkt door flowjob zaterdag 5 mei 2012 21:54
dinsdag 8 mei 2012 15:09I 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.
vrijdag 19 oktober 2012 16:39
I want to do the same thing. Have you finally succeeded?
vrijdag 16 november 2012 11:57
you found any solution for this ???
donderdag 14 februari 2013 9:47I'm looking to do the same. Have you solved this problem?