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Ability to add an Meeting Invite from Vendor to Account

  • 1.  Ability to add an Meeting Invite from Vendor to Account

    Posted Feb 13, 2020 03:28 PM
    Hi,

       I am trying to set regarding from Dynamics 365 app for Outlook on an meeting invite from a vendor to an Account entity but can not do it. However I can do set regarding to an account it if I create a meeting invite. Is this a known issue in Dynamics 365 that we cannot do set regarding on meeting invites come from users other than current user of outlook.

    Thanks
    Srinivas

    ------------------------------
    Srinivas Oruganti
    Blue Cross Blue Shield of Kansas City
    Kansas City MO
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Ability to add an Meeting Invite from Vendor to Account

    Posted Feb 14, 2020 10:03 AM
    Hi Srinivas,

    Yes, this is a known limitation of using Set Regarding for Activities.

    ------------------------------
    Jim Wooldridge
    Sr. Analyst
    Salt River Project
    Tempe AZ
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Ability to add an Meeting Invite from Vendor to Account

    Posted Feb 19, 2020 02:48 PM
    Thank you

    ------------------------------
    Srinivas Oruganti
    Blue Cross Blue Shield of Kansas City
    Kansas City MO
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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