1. Implementation Reference
  2. Configure the Share Option on Appointments and Tasks

Configure the Share Option on Appointments and Tasks

Your users use the Share Item button in the add-in to share contacts, opportunities, and appointments with the sales application. Based on your business requirements, you may want to show or hide the share option for appointments and tasks.

Here are the steps to configure:

  1. In an active sandbox, open the CX Microsoft 365 Designer (Sales application > Application Composer > Productivity Applications Setup > CX Microsoft 365 Designer).

  2. Click Appointment in the Home page.

  3. Scroll down to Feature Details and turn on Disable Share Flow to hide the Share Item button on Appointments, for all the add-in users.

  4. Do this for Task as well.

  5. Save your changes.

    Note: You can reverse this setting anytime. Come back to Appointment and Task in the Designer home page and turn off Disable Share Flow. This lets your users share appointments and tasks again in the sales application.