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A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM). Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors. Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential. Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month. Steps to create multiple views in Dynamics Calendar: Step 1: Go to Settings → Customizations → Customize the System Step 2: Select Entities → Appointment Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add” ...

Odoo has lately emerged as a very popular e-commerce platform. If you are an Odoo e-store owner, you can enhance the aesthetic appeal and user-friendliness of your store with a suitable theme. However, if you have multiple sites for different purposes, one theme for all sites won’t be a suitable choice. While other platforms require you to have different hosting servers for different sites, such is not the case with Odoo. You can host multiple websites without the hassle of maintaining too many alien e-commerce platforms at once. Not only that, but Odoo also comes with a unique feature, Odoo Multi Themes, to support multiple themes for your different websites too. In this blog, we are going to cover all aspects of Odoo Multi Themes support and the themes you can go for which support this feature. Odoo Multi Themes support feature gives you the power to manage different themes for your different sites. And with a single hosting server. Moreover, you can create mul...

As the Christmas season is about to set in, festivity and shopping frenzy are in the air. The total US retail spending is forecast to touch a 1 trillion mark this Christmas season! And it will happen for the first time ever. Every American will be out buying gifts, cookies, Christmas trees, gift cards and what not! And the scenario will be the same in many other countries as well. People will also eagerly look for Christmas offers and sales everywhere. And if they run out of time for preparation or find no exciting deals offline, they’ll switch to online stores. If you own an e-store, a great opportunity for super-high sales is awaiting you. You can make the best out of this festive season by offering exciting deals on your e-store. And if your deals and offers succeed in impressing customers, it’s a bonanza for you! But think again. Is throwing attractive deals and offers enough? Is your e-store ready to handle such a sudden spurt in sales and orders? Without your e-store be...

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, e...

Managing multiple clients, appointments, and their related tasks can be overwhelming and messy. Logging in to CRM, looking for a particular client, last interaction with them, and then setting up a meeting with a particular agenda. Sounds a lot, right? Such a tedious and taxing set of steps to perform but nevertheless necessary to turn leads into paying customers. But what if you could skip the unnecessary steps and organize your day in a better way? In this blog, we are going to show how to see and manage appointments on your Dynamics 365 calendar that can help you organize your day-to-day activities meticulously. By default, Dynamics 365 provides you with calendar control to display any records or appointments on a calendar. If you want to see all your appointments on the calendar, follow the below steps to configure calendar control in appointment entity: Step 1: Go to Settings → Customizations → Customize the System Step 2: Select Entities → Appointme...