1 / 13

How to Create Multiple Views in Dynamics Calendar

Want to make the most of your Dynamics CRM calendar? Learn how to create multiple views in Dynamics Calendar to manage resources, customers, tasks, etc. effectively.

appjetty
Download Presentation

How to Create Multiple Views in Dynamics Calendar

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to Create Multiple Views in Dynamics Calendar 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 Servicesectors. 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 fullpotential. Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month. Steps to create multiple views in DynamicsCalendar:

  2. Step 1: Go to Settings → Customizations → Customize theSystem Step 2: Select Entities →Appointment

  3. Step3:ClickonControls->AddControl->Select Calendar Controland then click on "Add" Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

  4. Step 5: Click on save -> Publish AllCustomizations After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to yourusage.

  5. Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’scalendar. Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to yourstack. You can browse for such a solution to MS AppSource and choose the one which fits your requirements. In this blog, we’ve taken Calendar 365, a Dynamics CRM Calendar, to show multiple calendar views that you can create and benefit from.

  6. There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities. Calendar 365 comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers. Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, andViews. To create a unique view, navigate to Views drop-down list. Then select the view according to yourrequirement. • There are four types of views of Dynamics 365 Calendarand they are asfollows: • Top-DownView • Gantt View • TimelineView • AgendaView • Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

  7. Top-Down View • -This view provides you a Top-Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected byyou. • In addition, you can view the calendar in Top-Down View in the Day and Week viewformat. • Day View: • You can see the activities for the day in the Top-DownView. Day SpanView: - You configure the number of days from default configurations in Day Span View of Top-Downview.

  8. WeekView: - You can see the activities for the week in the Top-Down view as well by selecting the ‘Week’ option. • Similarly, in Month View, you will see the details month wise with thedates. • Gantt View • Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates. • You can view the Resources or Customers in top-down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendarview. • In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurationspage). • - In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Monthformat.

  9. Timeline View • A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in CustomerCalendar. • In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

  10. Agenda View • An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per yourrequirement. • In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

  11. There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multipleprocesses. Original Blog: https://www.appjetty.com/blog/how-to-create-multiple-views-in-dynamics-calendar

More Related