Creating Configurable Calendar Views in Dynamics 365 - PowerPoint PPT Presentation

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Creating Configurable Calendar Views in Dynamics 365


Create multiple versions of your Dynamics calendar for a more organized workflow and get things done. – PowerPoint PPT presentation

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Title: Creating Configurable Calendar Views in Dynamics 365

Creating Configurable Calendar Views in Dynamics
A CRM integrated calendar comes with several
advantages. Apart from the features, one major
pro is a crystal-clear picture you get of whats
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, etc.
You can also create a shareable calendar. A
shared calendar that you can hand out with other
Dynamics CRM users.
Configuring Activities In your selected views
from service calendar Dynamics 365, you can
select the activities to configure. Activities
like Task, Fax, Phone Call, Email, Letter,
Appointment, Campaign Activity, or any Custom
Activity. After selecting the activity to edit,
you can apply modifications to it like the
color, status, tooltip, detail attribute, title,
an email reminder, etc. You select any activity
as required.
How Would You Like to Manage Your Calendar? The
major goal behind providing configurations to the
users in Dynamics 365 Calendar is to make sure
users get to manage their calendar in a more
organized way that increases productivity. If you
have a team of two or more, having a Dynamics
CRM integrated calendar will give them the
flexibility to prioritize the tasks with
bifurcation and get more work done in lesser
time. Original blog h ttps//
og/configurable-calendar-views-in-dynamics- 3 65
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