Hi Community,
Sharing an update with you all to let you know that we’ve been following this closely the last several months and have begun to plan out a series of changes to the scheduling experience from a CRM record that would allow users to schedule meetings on behalf of other users, and more. For now, I’ll share these concepts to show you how this might look. Details are subject to change based on technical limitations and feedback, but in summary we plan to include the following functionality in this experience:
- Schedule a meeting on behalf of another user
- Reference availability for yourself or other users
- Set and view location of meeting events from a CRM record (including Microsoft Teams)
- Create custom outcomes for meeting events
