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Sync Dynamics 365 (CRM) Appointments Without Sending Notes to Attendees

So, you have adopted the integration between Dynamics 365 (CRM) and Outlook. Using Appointments in CRM is a great way to create meetings that sync effortlessly to your Outlook. However there is a catch in CRM that if you enter meeting notes on the Appointment record. If data is entered in the Notes field, your Appointment attendees are sent an update of the Appointment with the notes you just entered. You may have entered some personal notes that you just don’t want your client or prospect to read. Here is an easy solution. You must have the System Administrator [...]

By | 2018-02-21T20:21:44+00:00 November 6th, 2017|Uncategorized|0 Comments