Ability to add meetings (normal and recurring) along with the meeting attendees via WOA
We would like to add meetings - normal appoints and recurring meetings to Workbooks via the WOA. Also, if this could add the attendees, it would be great. It could flag attendees who are already not present in the CRM, hence enabling users to add the newly found people.
It is possible to create a Meeting in Outlook and use the Outlook Add-In to save this to Workbooks, plus it will search for the attendees in Workbooks as you add them to the meeting. Since the last Add-In update, the attendees will synchronise across to the attendees field in the Workbooks Meeting record.
Recurring meetings are still not supported by the Exchange Sync and Outlook Add-In.