Create or edit an appointment

Can I do this task?

You can modify any of the information in an open appointment An activity represented by a time interval that has a start time, an end time, and a duration. An appointment does not include a service or check for conflicts, and you cannot search for available times.. If you change the date and times of the appointment, Microsoft Dynamics CRM will recheck for schedule conflicts. The calendar displays canceled and completed appointments and service activities. To remove an appointment or service activity from the calendar, delete the record.

1. Create an appointment or a recurring appointment in:

   Calendar in Workplace

   1. In the Navigation Pane, click Workplace. Then, under My Work, click Calendar.
   2. Under Create a New, click Appointment or Recurring Appointment.

   Service Calendar

   1. In the Navigation Pane, click Service, and then click Service Calendar.
   2. On the Actions toolbar, click New, and then click Appointment or Recurring Appointment.

   Activities area

   1. In the Navigation Pane, click Workplace, and then under My Work click Activities.
   2. On the Actions toolbar, click New.
   3. In the New Activity dialog box, click Appointment or Recurring Appointment, and then click OK.
2. In the Appointment dialog box, on the Appointment tab, you must enter information into the following fields:
   • Subject
   • Start Time
   • End Time
   • Required

     To select participants Users linked to an appointment or service activity. A user could be the owner, organizer, required resource, or optional resource for the appointment or service activity. who must attend, click the box next to the label. You can click the Lookup button to search for and select records.

     Participants are not sent notification of new or updated appointments. In Microsoft Dynamics CRM for Outlook you can include recipients that are not contacts in Microsoft Dynamics CRM. The names are displayed as red text. Click the name that appears in red text to resolve so you can resolve it to an existing contact or account, or create a new record.

3. Add optional information.
4. On the Notes and Activities tab, click Add a new note, and then add the information that applies to your record.
5. On the Common tab, you can link the appointment to another Microsoft Dynamics CRM record, change the Organizer, and enter Category and Sub-Category information, if desired.
6. If this is a recurring appointment, click Recurrence and select the time, pattern, and date range you want.
7. Click Save or Save and Close.

   If any participants have a schedule conflict, a warning appears. You can click Ignore and Save to save the appointment anyway.

   Important

   • If you plan to include appointments in solutions, it is strongly recommended that you do not include only appointments and only recurring appointments in separate solutions. If you install and uninstall separate solutions with different appointment types, you will encounter a SQL Server error and have to recreate the appointments.

Notes

• Appointments created in the Web application The version of Microsoft Dynamics CRM that works in Microsoft Internet Explorer. and synchronized with Microsoft Dynamics CRM for Outlook automatically set a 15-minute reminder and appear on the Outlook calendar. You can change the reminder in Outlook.
• To re-open a canceled appointment, on the Actions menu, click Reactivate.

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