How to Create Multiple Views in Dynamics Calendar - PowerPoint PPT Presentation

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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. – PowerPoint PPT presentation

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Title: How to Create Multiple Views in Dynamics Calendar

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 Service
sectors. Now, these are the sectors that include
a lot of planning, meeting with customers,
execution, and time management. So, in this
blog, well 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 -gt Add Control -gt
Select Calendar Control and then click on "Add"
Step 4 Configure the display settings like start
date, description, end date, minimum event
duration, etc.
Step 5 Click on save -gt Publish All
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 your usage.
Even though there are three views for you to sort
through your activities but actually you cant
do much from the calendar itself. You can not
add, edit, or delete activities from the
Dynamics 365s calendar. Now if you spend a lot
of time shuffling between calendars and your CRM,
then its time to add an independent calendar
solution to your stack. You can browse for such
a solution to MS AppSource and choose the one
which fits your requirements. In this blog,
weve taken Calendar 365, a Dynamics CRM
Calendar, to show multiple calendar views that
you can create and benefit from.
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 organizations resources, and Customer
Calendar, to manage customers. Once youve
installed Calendar 365 and on the calendar
screen, youll see three options in the left
panel Resources, Users, and Views. To create a
unique view, navigate to Views drop-down list.
Then select the view according to your
  • There are four types of views of Dynamics 365
    Calendar and they are as follows
  • Top-Down View
  • Gantt View
  • Timeline View
  • Agenda View
  • Note You can create all Calendar Views in
    Resource Calendar and Customer Calendars

  • 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 by you.
  • In addition, you can view the calendar in
    Top-Down View in the Day and Week view format.
  • Day View
  • You can see the activities for the day in the
    Top-Down View.

Day Span View - You configure the number of days
from default configurations in Day Span View of
Top-Down view.
Week View - 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 the dates.
  • 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 calendar view.
  • 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 configurations page).
  • - In addition, you can view the calendar in Gantt
    View as per the Day, Day Span, Week or Month

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  • 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 Customer
  • In addition, you can view the calendar in
    Timeline View as per the Day, Week or Month

  • 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 your requirement.
  • In addition, you can view the calendar in Agenda
    View as per the Day, Week or Month format.

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Theres a lot of untapped potential in your
Dynamics CRM. And with the right applications
and software, you can streamline your
organizations multiple processes. Original
Blog h ttps//
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