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Inviting external attendees to a meeting

The External Attendee tab is displayed when editing an existing appointment in CRM. It shows everyone who has been invited to the meeting, who is not a CRM user. This can include people who are at the same company that the appointment is about, an external consultant, or even colleagues who are not CRM users. If the External Attendees tab contains any people, then a small person icon is displayed on the External Attendees tab.

The Regarding panel of an appointment lets you link the appointment to the main company, person, and opportunity (or quote, order, or case) that the meeting is about. This displays the appointment in the Communications list of the selected company, person, and opportunity (or quote, order, or case), thereby keeping track of valuable customer history and planned actions.

Regarding is not the same as Invited. People invited to the meeting, who are not CRM users, should be represented in the External Attendees tab

The User field on the Scheduling panel lets you link the appointment to other CRM users. This displays the appointment in each of their calendars, ensuring accurate scheduling for everyone involved.

The External Attendees tab:

Lets you link multiple people to the appointment from within CRM. These people can work at the same Company set in the Regarding panel on the appointment, or they may be from other companies, or individuals with no company affiliation.
Lets you view the appointment in the Communications list of each person from the External Attendees tab, as long as they exist in CRM. Again, this keeps that vital customer data up-to-date.

If you're working with Exchange Integration, and create the appointment in CRM, each person on the External Attendees tab with a valid email address, is sent a meeting invitation.
If you're working with Exchange Integration, and create the appointment in Exchange, each person who has been invited is displayed in this tab. This includes contacts who are not in the CRM database, and colleagues, who are not CRM users. For the last two types of contacts mentioned, just their email address is displayed is the list. No linked contact or communication is displayed anywhere else in CRM.
Shows the response to the meeting invitation from Exchange.

Please refer to the Appointments: Exchange to CRM section in Exchange Integration for more information about how this feature works when Exchange Integration is being used.

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