AppJetty

  An interactive interface, scalability, and ease of customization make Dynamics 365 a popular CRM. However, managing your activities, tasks, or appointments in a separate calendar can be cumbersome.   Going back and forth between CRM and a separate calendar may consume both your time and effort. It may also lead to more errors like forgetting an account-related activity, double assignment of the same activity to different resources, etc. Due to all these errors and issues, the overall productivity of your organization may go down. However, you can avoid it all with a feasible solution - a Dynamics 365 Calendar plugin. In this post, you are going to learn how to manage all your activities, tasks, and appointments seamlessly with a plugin. How to Make the Best Use of a Dynamics CRM Calendar Plugin A   calendar plugin   can help you if you know how to make the most of it. Here are the ways for that: >   Segregate Assigned Activities Well It often happens that i...

Days are running fast, and so is life! In this fast going life, people sometimes forget about their meetings and other important work. Here comes the role of the Dynamics calendar365. The calendar helps manage activities, making it easy to manage tasks, appointments, calls, etc. Dynamics 365 calendar also consists of an activity calendar. It provides features like multiple language support, mobile compatibility, drag-and-drop reschedule, and many more. What can the ideal Dynamics calendar365 do? Calendar Sharing A shared calendar is a good calendar. When you know your employees' schedule, there are less likely to have collisions when planning events and appointments. With a bird's eye view of this, everyone can work more efficiently. Tracks Productivity The calendar helps to manage tasks given to the employees. It helps track activities and overviews the daily tasks and schedules. Utilizing Resources It helps to find available resources easily. This helps to plan schedules and...

  AppJetty MappyField 365 provides a map visualization of the Dynamics CRM records. You can manage the sales activities, define the routes, and perform different actions for the team. You can plot the records on the map by selecting the required entities. When you plot the records on the map, the records will be plotted using the different pins for different entity records. You can change the push pin appearance for the specific records to recognize it on the map easily. You can also add a custom icon to personalize the entity records on the map. Let’s see how you can plot records using a customized pin of your choice. Step 1: Navigate to MappyField 365 After logging into Dynamics 365, click on MappyField 365 from the Dynamics 365 apps dashboard. Step 2: Plot records on MappyField 365 map Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view. When you click on the ‘Plot’, y...

  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...