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My CRM is Automatically Sending E-mails to Regarded Appointments

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#appointments

#notifications

#requiredfield

#socialpane

Dynamics 365 CRM - General

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Jul 3, 2023

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AI Summary

  • The article discusses a common problem in CRM where users report automatic email notifications for CRM Appointments without their permission.
  • The author clarifies that CRM does not automatically send out Appointment emails and there are no background processes or workflows responsible for these notifications.
  • The issue is related to the way appointments are created through the Social Pane in CRM since 2013.
  • When an appointment is saved with values in the "Required" field and synced to a user's email, it behaves like inviting attendees to an appointment in Outlook or Office 365.
  • This triggers email notifications to be sent out to the attendees.
  • The problem arises because users may not be aware that creating appointments through the Social Pane automatically populates the "Required" field.
  • The author suggests that users should be cautious when creating appointments and ensure that the "Required" field is left blank if they do not want email notifications to be sent out.
  • Overall, the article provides insights into the source of the problem and offers tips to prevent unwanted email notifications in CRM related to appointments created through the Social Pane.

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