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We intend to move from a D365 environment to a new D365 environment. For this purpose, the appointments must also be migrated, but it must not be the case that the appointments are sent again to the customers. Is there an option to stop the email?
I recommend migrating appointments with SQL Server Integration Services (SSIS). This article will teach you how to migrate CRM activity entities including appointments properly.
Hi Adrian Begovich
Thanks for your reply. I already do the migration with SSIS and the migration of appointments is not a lot of work. My only concern is that the appointments must not sent to the customers again because we have already planned appointments in the current environment and the confirmations are already sent to the customers. I had done some tests and when you migrate an appointment a new confirmation is sent to the customer.
What about Disabling Server Side Synchronisation during the migration and only enable it afterwards...
You can turn off the automatic sending of appointment invitations by adding a tag identifier to the subject of every CRM appointment for which you want to prevent the meeting invitation. By configuring an Exchange Transport Rule hooking onto that subject with the rule re-routing the invitation email to a quarantine inbox so that the email never leaves the email platform.
A plugin with conditional rules over the required and optional attendees that updates the subject field will do it. This will allow you to keep the contacts as contact records with the primary email address still set.
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