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Quick campaign and appointments RRS feed

  • Question

  • I am using a quick campaign to generate appointments for a list of customers.
    All appointments are naturally created on same meeting date and time.
    The customer are inputted in the field required attendee on the appointment.

    And now to the challenge:
    When synchronizing with Outlook, meeting requests are sent to all the customers.
    I do not want that to happen, due to the fact that all appointments are created with same meeting date and time.
    Is there any way from MS CRM to stop the meeting invitations to be sent?

    The reason for this kind of usage is that the user is knocking doors at shops.
    They are then using quick campaigns to plan what customers to visit that day.
    Typical that can be all shops in one street or in a shopping mall.
    But actual time and order of the visits does not matter.
    But they want to plan what customers to visit, and report what customers have been visited.


    MAS
    Wednesday, January 20, 2010 12:53 PM

Answers

  • I've not seen CRM ever send out meeting requests. Is it possible its a third party tool that is doing this?

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, February 1, 2010 5:27 AM
    • Marked as answer by Jim Glass Jr Monday, February 1, 2010 3:56 PM
    • Unmarked as answer by morten s Thursday, February 4, 2010 10:14 AM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:56 PM
    Monday, February 1, 2010 5:27 AM
  • Morten,

    Leon Tribe have rigth MS CRM 4.0 cannot generate invitation for your CRM events. One of my client asked me if this functionality we can deliver (meeting created in MS CRM will send invitation to all receipients and CRM will catch all anwsers and update this informations in CRM).
    Everything is possible but this functionality required a lot of custom code not only for Dynamics CRM but also for Outlook.

    We start using CRM accelerator which is called Event Management: http://www.codeplex.com/crmaccelerators/Release/ProjectReleases.aspx?ReleaseId=19077

    which extend functionality a little but it's good at the beginning.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Thursday, February 4, 2010 10:35 AM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:55 PM
    Thursday, February 4, 2010 10:35 AM

All replies

  • Hi,

    if you not want you to send the invitations, why do you not only set the customer to the regarding field?

    with regards
    Matthias
    Wednesday, January 20, 2010 4:15 PM
  • You can not do that. When using quick campaigns, the quick campaign will by MS CRM be placed into the regarding field.
    Anyhow you can not define in what field to put the customer.
    It is all magic by MS CRM.

    Morten
    MAS
    Friday, January 29, 2010 10:49 AM
  • I've not seen CRM ever send out meeting requests. Is it possible its a third party tool that is doing this?

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, February 1, 2010 5:27 AM
    • Marked as answer by Jim Glass Jr Monday, February 1, 2010 3:56 PM
    • Unmarked as answer by morten s Thursday, February 4, 2010 10:14 AM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:56 PM
    Monday, February 1, 2010 5:27 AM
  • Hi,
    as stated in the initial question:
    The meeting request is sent by Outlook upon synchronization between MS CRM and Outlook.
    The question is then, is it possible to generate these appointments from the quick campaing, in a manner that do not produce metting request upon synchronization with MS Outlook?

    Morten S
    MAS
    Thursday, February 4, 2010 10:17 AM
  • Morten,

    Leon Tribe have rigth MS CRM 4.0 cannot generate invitation for your CRM events. One of my client asked me if this functionality we can deliver (meeting created in MS CRM will send invitation to all receipients and CRM will catch all anwsers and update this informations in CRM).
    Everything is possible but this functionality required a lot of custom code not only for Dynamics CRM but also for Outlook.

    We start using CRM accelerator which is called Event Management: http://www.codeplex.com/crmaccelerators/Release/ProjectReleases.aspx?ReleaseId=19077

    which extend functionality a little but it's good at the beginning.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    • Proposed as answer by kgorczewski Thursday, February 4, 2010 10:35 AM
    • Marked as answer by Jim Glass Jr Thursday, February 4, 2010 6:55 PM
    Thursday, February 4, 2010 10:35 AM
  • Hi Morten,

    The meeting request is sent by Outlook upon synchronization between MS CRM and Outlook.
    MS CRM is not responsible, and cannot send meeting requests automatically. It's only possible to have MS CRM to send e-mails automatically (Check/Uncheck this in the Quick Campaign). Please check for non MS CRM stuff in Outlook who sends the invitations (rules, add-ins etc.). If you are using E-mail Router, check that guy as well.

    is it possible to generate these appointments from the quick campaing, in a manner that do not produce metting request upon synchronization with MS Outlook.
    Same answer as above.
    Henrik Jensen Instructor / Consultant MCP, MCAD, MCSD, MCTS, MCPD, MCITP, MBSS, MBSP, MCT www.crmblog.dk (Danish only)
    Friday, February 5, 2010 12:02 AM