Select the salesperson who organized the to-do, and click
OK.
On the Salesperson/Purchaser card, click
Salesperson, To-dos.
In the To-do List window,
select the to-do that you want to send invitations for.
Click To-do, Attendee Scheduling.
If you want to re-send invitations to the attendees, click
Functions, Send Invitations.
A window will appear asking for your confirmation for resending
invitations. Click Yes.
Confirm the subsequent messages that ask permission for
Microsoft Dynamics NAV to access Outlook.
To send an invitation to the attendees that have not yet
received it, select the check box in the Send Invitation field for these
attendees.
Click Functions,
Send Invitations.
A dialogue box appears. Select the appropriate option, and click
OK.
Confirm the subsequent messages that ask permission for
Microsoft Dynamics NAV to access Outlook.
Note:
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 e-mail address. You can add or edit an
attendee's e-mail address in the Salesperson/Purchaser Card or Contact Card window.
When an invitation is sent, a check mark for
that attendee appears in the Invitation Sent field. A log is
created in the Interaction Log Entries table for all attendees of
the type Contact to whom
invitations were sent.
Attachments are only available for invitations
to be sent to the attendees of the type Contact .
The following customized text will be sent to
the attendees of the Salesperson type:
Dear
[Salesperson's Name],
You are hereby
invited to attend the meeting which will take place on [date] at
[time].
Salesperson/Purchaser Card window.