SlideShare une entreprise Scribd logo
1  sur  9
Télécharger pour lire hors ligne
How to connect the Dynamics 365
Calendar App with the Microsoft Teams
App
Your team can get more organized and more reliable by adding a calendar to Microsoft Teams.
By connecting AppJetty Calendar 365, a Dynamics 365 app, with Microsoft Teams, your
scheduling tasks will be easier.
By connecting with Microsoft Teams, the calendar records will sync on both sides and keep
updating all your meetings and events of Calendar365.
The calendar on Microsoft Teams will help the team members who are using Microsoft Teams.
They can easily manage the activities and upcoming tasks, events, appointments, etc. of the
Calendar 365 app from Microsoft Teams.
Now, you can follow the below steps to add a calendar to Microsoft Teams:
> Enable Microsoft Teams integration feature (Dynamics 365 side)
> Install Dynamics 365 in Microsoft Teams
> Add Calendar 365 using the Sitemap editor form the Dynamics 365
> Directly select the Calendar 365 app (as a model-driven app) from the Microsoft Teams
Step 1: Enable Microsoft Teams integration feature
First, you must enable the integration feature from the Dynamics 365 settings. For that, follow
the steps:
- Sign in as a system administrator to your customer engagement app in Dynamics 365.
- Go to Settings > Administration > System Settings > General tab.
- To enable ​a basic collaboration experience​, select Yes for “Enable Basic Microsoft Teams
Integration”.
- Once you enable it, it may take 5 - 10 mins to process further.
Step 2: Install the Dynamics 365 app to Microsoft Teams
Now, Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab,
and follow the below steps:
- Click on Apps and add Dynamics 365 (or just D365) in search.
- From the result, click on the “Dynamics 365” app to add to Teams.
- Open the D365 App and click on settings to select the “Environment”(Org) and model-driven
app (D365 app) that you want to view in Microsoft teams.
- Now, to view the selected Model-Driven Apps Data in Microsoft Teams, click on Dashboard
where you can view the selected app in Microsoft Teams with D365 data.
Step 3: Add a calendar to Microsoft Teams
There are 2 ways to add Calendar 365 in Microsoft Teams:
- Using Sitemap editor
- Directly adding Calendar 365 as a model-driven app
Step 3.1: Add Calendar 365 pages in Dynamics 365 app to Microsoft Teams
You can add the pages of Calendar 365 which you have selected in Microsoft Teams.
- Go to Apps Sitemap editor (Ex.: “CRM Hub”).
- Edit Site Map and select the group in which you want to add calendar 365 page and then click
on + Add and select SubArea.
- Under the SUB AREA setting select the below properties:
> ​Type​ = Web Resource
> ​URL​ = finalCalendar
> ​Title​ = Calendar (you can add your custom title here)
- Save the modification and click on the Publish button.
After publishing from Dynamics 365, make sure the same application is selected in Microsoft
teams as a Dynamics 365 app.
Now, by clicking on My Dashboard, you can see the calendar of the Calendar 365 in Microsoft
teams.
From the activity calendars of Calendar 365, you can perform the activities for your teams from
Microsoft Teams.
Step 3.2: Directly add Dynamics 365 app in Microsoft Teams
You can directly select “Calendar 365” under the Dynamics 365 app that you want to access as
a model-driven app.
- Calendar 365 is available as a Model-Driven app so you can also directly select Calendar 365
in Microsoft Teams application selection.
- Now, you will get the activity calendars of Calendar 365 under the My Dashboard. You can
check the scheduled activities and manage accordingly from here.
- What the action performs from here will sync into Calendar 365 on the Dynamics365 side.
In this way, you can connect ​Calendar 365 with Microsoft Teams and your team can also
access the Calendar 365 records and activities from Microsoft Teams.
Source :
https://www.appjetty.com/blog/how-to-connect-the-dynamics-365-calendar-app-with-the-microso
ft-teams-app

Contenu connexe

Plus de 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

Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
daisycvs
 
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in PakistanChallenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
vineshkumarsajnani12
 

Dernier (20)

Arti Languages Pre Seed Teaser Deck 2024.pdf
Arti Languages Pre Seed Teaser Deck 2024.pdfArti Languages Pre Seed Teaser Deck 2024.pdf
Arti Languages Pre Seed Teaser Deck 2024.pdf
 
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All TimeCall 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
Call 7737669865 Vadodara Call Girls Service at your Door Step Available All Time
 
PHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation FinalPHX May 2024 Corporate Presentation Final
PHX May 2024 Corporate Presentation Final
 
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
Chennai Call Gril 80022//12248 Only For Sex And High Profile Best Gril Sex Av...
 
Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024Marel Q1 2024 Investor Presentation from May 8, 2024
Marel Q1 2024 Investor Presentation from May 8, 2024
 
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDINGBerhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
Berhampur 70918*19311 CALL GIRLS IN ESCORT SERVICE WE ARE PROVIDING
 
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
Quick Doctor In Kuwait +2773`7758`557 Kuwait Doha Qatar Dubai Abu Dhabi Sharj...
 
GUWAHATI 💋 Call Girl 9827461493 Call Girls in Escort service book now
GUWAHATI 💋 Call Girl 9827461493 Call Girls in  Escort service book nowGUWAHATI 💋 Call Girl 9827461493 Call Girls in  Escort service book now
GUWAHATI 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League City
 
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in PakistanChallenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
Challenges and Opportunities: A Qualitative Study on Tax Compliance in Pakistan
 
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAIGetting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
Getting Real with AI - Columbus DAW - May 2024 - Nick Woo from AlignAI
 
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
Lundin Gold - Q1 2024 Conference Call Presentation (Revised)
 
Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1Katrina Personal Brand Project and portfolio 1
Katrina Personal Brand Project and portfolio 1
 
UAE Bur Dubai Call Girls ☏ 0564401582 Call Girl in Bur Dubai
UAE Bur Dubai Call Girls ☏ 0564401582 Call Girl in Bur DubaiUAE Bur Dubai Call Girls ☏ 0564401582 Call Girl in Bur Dubai
UAE Bur Dubai Call Girls ☏ 0564401582 Call Girl in Bur Dubai
 
Cannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 UpdatedCannabis Legalization World Map: 2024 Updated
Cannabis Legalization World Map: 2024 Updated
 
New 2024 Cannabis Edibles Investor Pitch Deck Template
New 2024 Cannabis Edibles Investor Pitch Deck TemplateNew 2024 Cannabis Edibles Investor Pitch Deck Template
New 2024 Cannabis Edibles Investor Pitch Deck Template
 
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book nowPARK STREET 💋 Call Girl 9827461493 Call Girls in  Escort service book now
PARK STREET 💋 Call Girl 9827461493 Call Girls in Escort service book now
 
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptxQSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
QSM Chap 10 Service Culture in Tourism and Hospitality Industry.pptx
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 
Buy gmail accounts.pdf buy Old Gmail Accounts
Buy gmail accounts.pdf buy Old Gmail AccountsBuy gmail accounts.pdf buy Old Gmail Accounts
Buy gmail accounts.pdf buy Old Gmail Accounts
 

How to connect the dynamics 365 calendar app with the microsoft teams app

  • 1. How to connect the Dynamics 365 Calendar App with the Microsoft Teams App Your team can get more organized and more reliable by adding a calendar to Microsoft Teams. By connecting AppJetty Calendar 365, a Dynamics 365 app, with Microsoft Teams, your scheduling tasks will be easier. By connecting with Microsoft Teams, the calendar records will sync on both sides and keep updating all your meetings and events of Calendar365. The calendar on Microsoft Teams will help the team members who are using Microsoft Teams. They can easily manage the activities and upcoming tasks, events, appointments, etc. of the Calendar 365 app from Microsoft Teams. Now, you can follow the below steps to add a calendar to Microsoft Teams: > Enable Microsoft Teams integration feature (Dynamics 365 side) > Install Dynamics 365 in Microsoft Teams
  • 2. > Add Calendar 365 using the Sitemap editor form the Dynamics 365 > Directly select the Calendar 365 app (as a model-driven app) from the Microsoft Teams Step 1: Enable Microsoft Teams integration feature First, you must enable the integration feature from the Dynamics 365 settings. For that, follow the steps: - Sign in as a system administrator to your customer engagement app in Dynamics 365. - Go to Settings > Administration > System Settings > General tab. - To enable ​a basic collaboration experience​, select Yes for “Enable Basic Microsoft Teams Integration”.
  • 3. - Once you enable it, it may take 5 - 10 mins to process further.
  • 4. Step 2: Install the Dynamics 365 app to Microsoft Teams Now, Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab, and follow the below steps: - Click on Apps and add Dynamics 365 (or just D365) in search. - From the result, click on the “Dynamics 365” app to add to Teams. - Open the D365 App and click on settings to select the “Environment”(Org) and model-driven app (D365 app) that you want to view in Microsoft teams.
  • 5. - Now, to view the selected Model-Driven Apps Data in Microsoft Teams, click on Dashboard where you can view the selected app in Microsoft Teams with D365 data. Step 3: Add a calendar to Microsoft Teams There are 2 ways to add Calendar 365 in Microsoft Teams: - Using Sitemap editor - Directly adding Calendar 365 as a model-driven app Step 3.1: Add Calendar 365 pages in Dynamics 365 app to Microsoft Teams You can add the pages of Calendar 365 which you have selected in Microsoft Teams. - Go to Apps Sitemap editor (Ex.: “CRM Hub”).
  • 6. - Edit Site Map and select the group in which you want to add calendar 365 page and then click on + Add and select SubArea. - Under the SUB AREA setting select the below properties: > ​Type​ = Web Resource > ​URL​ = finalCalendar > ​Title​ = Calendar (you can add your custom title here)
  • 7. - Save the modification and click on the Publish button. After publishing from Dynamics 365, make sure the same application is selected in Microsoft teams as a Dynamics 365 app. Now, by clicking on My Dashboard, you can see the calendar of the Calendar 365 in Microsoft teams.
  • 8. From the activity calendars of Calendar 365, you can perform the activities for your teams from Microsoft Teams. Step 3.2: Directly add Dynamics 365 app in Microsoft Teams You can directly select “Calendar 365” under the Dynamics 365 app that you want to access as a model-driven app. - Calendar 365 is available as a Model-Driven app so you can also directly select Calendar 365 in Microsoft Teams application selection. - Now, you will get the activity calendars of Calendar 365 under the My Dashboard. You can check the scheduled activities and manage accordingly from here.
  • 9. - What the action performs from here will sync into Calendar 365 on the Dynamics365 side. In this way, you can connect ​Calendar 365 with Microsoft Teams and your team can also access the Calendar 365 records and activities from Microsoft Teams. Source : https://www.appjetty.com/blog/how-to-connect-the-dynamics-365-calendar-app-with-the-microso ft-teams-app