SlideShare une entreprise Scribd logo
1  sur  4
Télécharger pour lire hors ligne
Creating Configurable Calendar Views in
Dynamics 365
A CRM integrated calendar comes with several advantages. Apart from
the features, one major pro is a crystal-clear picture you get of what’s
going on in the background. It is a lot better than managing a single task
in a calendar and CRM system separately. With Calendar 365, activity
management becomes easier because you can leverage its configurable
calendars with separate views. This means you can have a separate
view of all your important activities.
Creating Separate Calendar Views
What if you could have separate calendar views for your lead calls and
opportunities? It can make your calendar less cluttered while keeping
you up to date for all the activities. Just like the below screenshot, you
can choose your entities from the contact calendar field. You can select
any one or multiple entities and create views accordingly.
You get to select the view, the number of days to be displayed, slot
duration, the title format i.e. D/MMMM/YYYY or MMM/D/YYY, etc.
You can also create a shareable calendar. A shared calendar that you
can hand out with other Dynamics CRM users.
Configuring Activities
In your selected views from ​service calendar Dynamics 365​, you can
select the activities to configure. Activities like Task, Fax, Phone Call,
Email, Letter, Appointment, Campaign Activity, or any Custom Activity.
After selecting the activity to edit, you can apply modifications to it like
the color, status, tooltip, detail attribute, title, an email reminder, etc. You
select any activity as required.
How Would You Like to Manage Your Calendar?
The major goal behind providing configurations to the users in Dynamics
365 Calendar is to make sure users get to manage their calendar in a
more organized way that increases productivity. If you have a team of
two or more, having a Dynamics CRM integrated calendar will give them
the flexibility to prioritize the tasks with bifurcation and get more work
done in lesser time.
Original blog:
https://www.appjetty.com/blog/configurable-calendar-views-in-dynamics-
365

Contenu connexe

Plus de AppJetty

AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...AppJetty
 
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...AppJetty
 
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...AppJetty
 
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...AppJetty
 
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdfAppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdfAppJetty
 
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty
 
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...AppJetty
 
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...AppJetty
 
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdfAppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdfAppJetty
 
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365AppJetty
 
How to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdfHow to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdfAppJetty
 
How to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdfHow to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdfAppJetty
 
Plan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdfPlan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdfAppJetty
 
How dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industryHow dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industryAppJetty
 
How to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity formHow to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity formAppJetty
 
How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365AppJetty
 
How to add tasks and appointments in mappy field
How to add tasks and appointments in mappy fieldHow to add tasks and appointments in mappy field
How to add tasks and appointments in mappy fieldAppJetty
 
How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar AppJetty
 
E commerce delivery trends to zero in on, in 2021-converted
 E commerce delivery trends to zero in on, in 2021-converted E commerce delivery trends to zero in on, in 2021-converted
E commerce delivery trends to zero in on, in 2021-convertedAppJetty
 
Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...AppJetty
 

Plus de AppJetty (20)

AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
 
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
 
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
 
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
 
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdfAppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
 
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
 
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
 
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
 
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdfAppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
 
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
 
How to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdfHow to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdf
 
How to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdfHow to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdf
 
Plan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdfPlan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdf
 
How dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industryHow dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industry
 
How to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity formHow to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity form
 
How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365
 
How to add tasks and appointments in mappy field
How to add tasks and appointments in mappy fieldHow to add tasks and appointments in mappy field
How to add tasks and appointments in mappy field
 
How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar
 
E commerce delivery trends to zero in on, in 2021-converted
 E commerce delivery trends to zero in on, in 2021-converted E commerce delivery trends to zero in on, in 2021-converted
E commerce delivery trends to zero in on, in 2021-converted
 
Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...
 

Dernier

Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...apidays
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherRemote DBA Services
 
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot Model
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot ModelNavi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot Model
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot ModelDeepika Singh
 
DBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDropbox
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAndrey Devyatkin
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...DianaGray10
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...Martijn de Jong
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesrafiqahmad00786416
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerThousandEyes
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonAnna Loughnan Colquhoun
 
Architecting Cloud Native Applications
Architecting Cloud Native ApplicationsArchitecting Cloud Native Applications
Architecting Cloud Native ApplicationsWSO2
 
Artificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyArtificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyKhushali Kathiriya
 
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Jeffrey Haguewood
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?Igalia
 
Corporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptxCorporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptxRustici Software
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc
 
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...apidays
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusZilliz
 
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ..."I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...Zilliz
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Miguel Araújo
 

Dernier (20)

Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
 
Strategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a FresherStrategies for Landing an Oracle DBA Job as a Fresher
Strategies for Landing an Oracle DBA Job as a Fresher
 
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot Model
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot ModelNavi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot Model
Navi Mumbai Call Girls 🥰 8617370543 Service Offer VIP Hot Model
 
DBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor PresentationDBX First Quarter 2024 Investor Presentation
DBX First Quarter 2024 Investor Presentation
 
AWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of TerraformAWS Community Day CPH - Three problems of Terraform
AWS Community Day CPH - Three problems of Terraform
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
 
2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...2024: Domino Containers - The Next Step. News from the Domino Container commu...
2024: Domino Containers - The Next Step. News from the Domino Container commu...
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challenges
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
Data Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt RobisonData Cloud, More than a CDP by Matt Robison
Data Cloud, More than a CDP by Matt Robison
 
Architecting Cloud Native Applications
Architecting Cloud Native ApplicationsArchitecting Cloud Native Applications
Architecting Cloud Native Applications
 
Artificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyArtificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : Uncertainty
 
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 
Corporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptxCorporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptx
 
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law DevelopmentsTrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
TrustArc Webinar - Stay Ahead of US State Data Privacy Law Developments
 
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
Apidays New York 2024 - Accelerating FinTech Innovation by Vasa Krishnan, Fin...
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source Milvus
 
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ..."I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
 
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
Mastering MySQL Database Architecture: Deep Dive into MySQL Shell and MySQL R...
 

Creating configurable calendar views in dynamics 365

  • 1. Creating Configurable Calendar Views in Dynamics 365 A CRM integrated calendar comes with several advantages. Apart from the features, one major pro is a crystal-clear picture you get of what’s going on in the background. It is a lot better than managing a single task in a calendar and CRM system separately. With Calendar 365, activity management becomes easier because you can leverage its configurable calendars with separate views. This means you can have a separate view of all your important activities. Creating Separate Calendar Views What if you could have separate calendar views for your lead calls and opportunities? It can make your calendar less cluttered while keeping you up to date for all the activities. Just like the below screenshot, you
  • 2. can choose your entities from the contact calendar field. You can select any one or multiple entities and create views accordingly. You get to select the view, the number of days to be displayed, slot duration, the title format i.e. D/MMMM/YYYY or MMM/D/YYY, etc.
  • 3. You can also create a shareable calendar. A shared calendar that you can hand out with other Dynamics CRM users. Configuring Activities In your selected views from ​service calendar Dynamics 365​, you can select the activities to configure. Activities like Task, Fax, Phone Call, Email, Letter, Appointment, Campaign Activity, or any Custom Activity. After selecting the activity to edit, you can apply modifications to it like the color, status, tooltip, detail attribute, title, an email reminder, etc. You select any activity as required.
  • 4. How Would You Like to Manage Your Calendar? The major goal behind providing configurations to the users in Dynamics 365 Calendar is to make sure users get to manage their calendar in a more organized way that increases productivity. If you have a team of two or more, having a Dynamics CRM integrated calendar will give them the flexibility to prioritize the tasks with bifurcation and get more work done in lesser time. Original blog: https://www.appjetty.com/blog/configurable-calendar-views-in-dynamics- 365