User Review
( votes)Business Requirement: Whenever Appointment is created in D365 CE, send Teams meeting invite to everyone and also update Team meeting URL back to the appointment.
Note: Server side sync is not enabled at the client tenant for Appointments.
Solution:
Step 1: Create an Automated cloud flow and set trigger as follows:
Step 2: Set the trigger condition as follows:
Step 3: Next step is very important; we need to route through all activity pointers to get email addressed of the attendees.
Filter to be used is _activityid_value eq
Step 4: Now we need to initialise variable to Append all List of Attendees:
Step 5: Loop through all returned Activity pointers and keep appending email address of the attendees into the string variable:
Step 6: Create Teams meeting as below. Note the formulas will need to be used to map start and end time.
formatDateTime(triggerOutputs()?[‘body/scheduledstart’],’yyyy-MM-dd HH:mm:ss’)
formatDateTime(triggerOutputs()?[‘body/scheduledend’],’yyyy-MM-dd HH:mm:ss’)
Step 7: update the appointment back with the Team meeting url by Updating the description:
concat(triggerOutputs()?[‘body/description’],’Click here for Team meeting url: ‘,outputs(‘Create_a_Teams_meeting’)?[‘body/onlineMeeting/joinUrl’])
Final Flow should look like this:
Result:
Now let us go and create appointment in D365:
Let us see the Teams calendar now:
Let us see Appointment description below in D365:
Hope it helps and Power 365ing as usual!
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