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How to: Send Meeting Invitations

You can send invitations to meeting attendees after you have created a to-do using the Create To-do wizard.

This can be done from the Attendee Scheduling card.

To send invitations to a meeting

  1. In the Search box, enter Salespeople, and then choose the related link.

  2. Select the salesperson who organized the to-do.

  3. On the Salesperson/Purchaser card, on the Navigate tab, in the Salesperson group, choose To-dos.

  4. In the To-do List window, select the to-do that you want to send invitations for.

  5. On the Navigate tab, in the To-do group, choose Attendee Scheduling.

  6. To re-send invitations to the attendees, on the Actions tab, in the Functions group, choose Send Invitations.

  7. Confirm the subsequent messages that ask permission for Microsoft Dynamics NAV to access Outlook.

  8. To send an invitation to the attendees that have not yet received it, select the Send Invitation check box for these attendees.

  9. On the Actions tab, in the Functions group, choose Send Invitations.

  10. Confirm the subsequent messages that ask permission for Microsoft Dynamics NAV to access Outlook.

Hh165274.note(en-us,NAV.71).gifNote
In order to send an invitation to attendees of the Contact type, the to-do must contain an attachment.

The Send Invitation option is not available for a meeting organizer.

An invitation can only be sent to the attendees who have an email address. You can add or edit an attendee's email address in the Salesperson/Purchaser Card or Contact Card window.

When an invitation is sent, the Invitation Sent field is updated for each attendee. A log is created in the Interaction Log Entries table for all attendees of the type Contact to whom invitations were sent.

Customized text is sent to attendees of the Salesperson type. The message includes information about the meeting time and location. You cannot modify the message.

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