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This blog shows how to share a calendar view with your team members or any of the Dynamics CRM users. If you are managing a team or multiple projects, then you know how messy it can get. Especially the communication part. Be it with the team or with multiple project managers, you might miss some of the other things during meetings.So, what if you could share a calendar view of all priority tasks with the required details among your team or with the project managers? And that’s what we are going to show in this blog. How to save a calendar view and then share it with other Dynamics 365 users in your organization. To do it seamlessly, you can browse on MS AppSource to find the right calendar that fulfills your requirements. In this blog, we are taking   Dynamics 365 Calendar , a Dynamics Calendar extension, to show you how to save and share a calendar view in Dynamics 365. Step 1: Choosing a calendar extension The first step here is that you will need to choose and install ...

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” ...

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...

More than half of the world’s population is now online. Yes, you heard it right. Internet has taken us and everyone around us by the storm. The year 2017 experienced was big for IT industry. According to the Global digital reports by We are Social and Hootsuite, about quarter of a billion users came online for the first time in 2017. Internet is changing the way humans lead their everyday lives and there is no doubt that mobile phones are contributing to support this positive change wave. There are around 5.135 billion people using mobile phones and among them 4.021 billion people are online and using internet to enhance their lifestyle. The above numbers are huge and they will keep on increasing year-on-year. Along with the numbers, the technology is also advancing at the same pace. Everything available on desktop is doable from your mobile and mobile apps. Basically, you can perform any function from any corner of the world. Nobody is bound to the desk anymore. And this tren...

Customer relationship management is a cyclic process. And like everything else, the process evolves over time. There’s always going to be a new problem to solve and new technology to solve it. Today, a major portion of the sales is based on reviews. Ironically, this form of word of mouth is quickly becoming an important decisive factor. This means you must get it right, every single time. To get positive reviews you must make sure that you don’t miss a single follow up or have a single bad call. If you’re reading this, you are probably a part of this process. And you must be aware of the current predicament. Sales are happening globally, 24x7. That means you need a solution that is accessible, on the go, 24x7.   Do you see what I’m getting at? We know that CRM software such as SuiteCRM and SugarCRM have helped you take control, in the troubled seas of today’s market. And they will continue to do so through your Sugar CRM or SuiteCRM mobile app . The CRM solved a major...