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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 the

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

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

Time is money. And it shouldn’t be wasted. Especially in the business world, dealing on time makes a huge difference because every second may cost you a million dollars. However, with so many things on our plate, it becomes a little overwhelming to manage everything. Though you have calendar tools to manage your schedule, it consumes most of the time in adding and updating details of various events in the CRM. For example, if it takes 15 mins to update 1 of the events’ details into your Dynamics CRM, and you have 15 other events like this, it consumes up to 3 hours of the day to just fill the details with accuracy. With CRM calendar, it becomes easy as you can update details right from the calendar. Apart from this, here are some other tips to manage your schedule effectively and be more productive: CRM integrated Calendar to Track Events When it comes to business events, planning and scheduling play an important role as businesses attend events for multiple purposes.