Tech Support > Microsoft Windows > Windows CRM > Appointment notification
Appointment notification
Posted by AmonRa on February 21st, 2006


When we add an appointment to an employees agenda, we want to send a
notification (with date/time of appointment) automaticly to that user of CRM,
is that possible?

Posted by Jeffry van de Vuurst on February 21st, 2006


That should be possible using a workflow rule. You create an OnCreate
workflow rule and send an email from there. However, the only available
predefined fields that you can send the email to are [owner] and [owner's
manager]. So if you create an appointment and assign it to that user, then
you could send it to the owner.

However, if the user is not the owner, but e.g. a requiredattendee or
optionalattendee, then those fields are not available and you'd have to
build a custom workflow assembly to make that happen.

HTH,

--
Jeffry van de Vuurst
CWR Mobility
www.cwrmobility.com
--
"AmonRa" <AmonRa@discussions.microsoft.com> wrote in message
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