When scheduling meetings for any internal CRM users (and clients), use the ‘Appointment’ option in the Service Calendar entity. Go to Service > Service Calendar and select Appointment on the ribbon:
This will open a meeting request page (similar to or exactly the same as in Outlook).
Once the meeting is completed, saved and closed, the appointment will be populated in all the CRM User attendee’s calendars in Outlook (once synchronised) and in the Service Calendar in CRM.
I have 5+ years experience as a Dynamics NAV Consultant and currently my role is split between Dynamics NAV and Dynamics CRM.
My role as a Dynamics NAV Consulant has me involved in all System and User Testing, End- and Key-User Training and Support, Project Implementations, Upgrades and Requirements gathering & Design (front-end).
As a Dynamics CRM 2011 Specialist my duties range from Client Consulting (Analysis, Design, System Testing, User Training, Documentation) through Project Management, coordination of Implementations and managing our internal CRM Department.
I strive to ensure our Customers have the correct solutions implemented and that each NAV and CRM User has the knowledge and ability to use the functionality we create for them.
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