AppJetty

  Activity management is a big part of managing a team. The better managed this is, the more efficient your team will be. It helps everyone stay on top of their tasks based. There are several factors that come into play while managing a team’s activities. To manage and schedule the activities of Dynamics CRM, AppJetty Calendar 365 provides many functionalities & features to manage all the CRM activities including custom activities from the activity calendar of Calendar 365. Calendar 365 provides two types of calendars. In Calendar 365, the sales managers with Dynamics CRM administrator rights can configure and decide what the fields and the title will show for the activity on the Calendar. You can select the attributes (fields) for the Tooltip, Detail & Title for all the activities individually. - Title of the activity - Details on the tooltip by hovering the mouse cursor on the activity, and - “Detail view” (popup) by clicking on the activity. Once the attributes are configure

  Task management is not easy. The task management for a company or a team is even more complicated. One has to make sure there are no conflicting schedules and all the work is done on time. There are plenty of tools that can help you with that, but let’s face it, adding one more tool to work with is not going to help with productivity at all. Rather it will only increase the work of creating calendar entries, asking for everyone’s availability etc.   This is where we bring in AppJetty Calendar 365. Integrating AppJetty Calendar 365 with DynamicsCRM will help you to manage CRM activities from the activity calendar of Calendar 365. AppJetty Calendar 365 for DynamicsCRM provides two types of activity calendars: “Resource Calendar” and “Customer Calendar”. Admin users can manage activities like appointments, calls, meetings, tasks, etc. along with multiple filters for Users, Teams, Activities, Facility-equipment, Contacts, etc. from the activity calendar. Other users (team members) can pl

  With the usage of Microsoft Dynamics 365 increasing in popularity for businesses across the world, there is a higher demand for standard functionality and improved user experience. Calendar view provides time-centric activity in a more meaningful and user-friendly way. Setting the calendar view in the dashboard allows you and users to check the current activities from the Dynamics System dashboard.   In this blog, we talk about how to embed the calendar activities of Calendar 365 into the Dynamics Dashboard. Please follow the below steps: Step 1: Add ‘Calendar 365’ pages in the Dynamics 365 app From the Dynamics 365 app dashboard, go to   Apps   Sitemap editor and open IN APP DESIGNER. Click on ‘Edit Site Map’. Step 2: Select Group & Subarea Select the group in which you want to add the Calendar 365 page and then click on + and select   Subarea . Under the ‘Subarea’ setting, select the below properties: - Type = Web resource - URL = final calendar (For Resource Calendar) and Cust