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Showing posts with the label service calendar dynamics 365

How to Sync Dynamics CRM Calendar with Outlook

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  A large number of organizations today seek to synchronize Microsoft Dynamics CRM Calendar with Outlook. They want a reliable connection between Microsoft Dynamics CRM Calendar and Outlook to get the information into Dynamics 365 through Outlook easily. However, most users don’t know how to sync their service calendar in Dynamics 365 with Outlook. So, if you are also looking to integrate Dynamics 365 Calendar with Outlook, this post can guide you through the procedure. You’ll also learn the benefits of this synchronization in the post. Let’s start with two different approaches to integrate Dynamics Calendar with Outlook. In the first way, you can install the Dynamics 365 app for Outlook and get web access to track all the emails across virtually all devices. In the second way, you can opt for full Dynamics 365 for Outlook Desktop Client with offline capabilities. We’ll go through each procedure one by one in full detail. 1. Dynamics App for Outlook

Rescheduling Made Easy with “Drag and Drop” in Dynamics 365

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Drag and drop feature has cut down our manual efforts of copying and moving files, images, etc. It’s a clean interface solution for a tedious yet important process. You can simply drag and drop elements that improve overall user experience. Because of its simplicity, need, and popularity, it’s a ubiquitous interface feature now. When you merge this action into a calendar, it can save a lot of time spent in adding redundant details to reschedule events. And we’ve done just that with our Dynamics calendar. For users who use Calendar 365, there is drag and drop functionality available for rescheduling events in real-time. Let’s say you have an appointment on the 12th of February. Now for some reason, you need to reschedule this meeting from 12th to 13th of February. In that case, with default  Dynamics 365 Calendar , you will be redirected to the activity page to make the changes. Now, the problem here is that you wouldn’t be able to look at your schedule to m