How to send an email from CRM that shows-up as Meeting invite? RRS feed

  • Question

  • Hi, 

    I want to send an email invitation for a meeting to the contact such that it appears as a meeting invite on Outlook. How can this be achieved?

    I know one way is to create an Appointment, sync it with Outlook, add attendees and send invite. But can we do this from within CRM?

    We have a custom meeting entity and we can add our contacts and employees as attendees. But we want to send an email to all those attendees from within CRM such that it appears as a meeting invite/Appointment.

    Please advise. 


    Fahad Ali Shaikh

    Monday, April 6, 2015 9:38 AM

All replies

  • Hi Fahad,

    Please check this, this sounds similar to what you are looking for


    Hope it helps.

    Regards, Abhishek Bakshi If you find this post helpful then please Vote as Helpful and Mark As Answer. Check my blog on https://mydynamicscrmblog.wordpress.com/

    Monday, April 6, 2015 9:55 AM
  • If you want to use meeting invites, it needs to be a meeting, not a custom entity.

    You could write code to send an .ics file for the meeting for example, but the point of an Outlook meeting invite is that the organiser can track who has said they are or are not attending, or have not yet replied, for example.

    Note that more recent versions of CRM *do* send invitations out for appointments created in CRM, depending on how you configure your synchonisation (eg using SSS they are automatically sent out).

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Monday, April 13, 2015 11:20 AM