Create and Manage Custom Activities with Dynamics Calendar - PowerPoint PPT Presentation

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Create and Manage Custom Activities with Dynamics Calendar


Learn how you can add and edit custom activities from the Dynamics and manage them with the calendar. – PowerPoint PPT presentation

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Title: Create and Manage Custom Activities with Dynamics Calendar

Create and Manage Custom Activities with
Dynamics Calendar
One of the most beneficial aspects of Dynamics
365 tracking activities, lets you log your
important calls, tasks, emails, and appointments.
It enables you to overview the interactions your
sales reps have with your customers. How? Your
sales team can create activities for each record
according to the activities they perform like
logging a phone call with all the required
details like time of the phone call, setting the
next task based on the response, and so on. This
makes your operations more organized. Apart from
the available activities in Dynamics CRM, there
might be scenarios when you want to record
custom activities. For example, birthday
celebrations, internal team discussions, or
other events. For such events and activities,
you can add a custom activity in Dynamics CRM. In
todays blog, we will show you how to create and
manage them with your Dynamics calendar. Navigate
to Settings ? Customizations ? Customize the
System to open the default solution. In the
default solution, click on Entities ? New.
Add a name and description to define the
activity. Check the box for Define as an
activity entity.
From here, you can also update other settings for
the entity. When you create the activity, it has
important fields like Subject, Due Date,
Regarding, Owner, and Status. Apart from those,
you can add additional fields such as amount,
other dates, or lookups.
And there you go!
Now you have a custom activity entity to work
with. In the default Dynamics calendar, you can
view those activities. However, to manage them
within your calendar, you will need to look for
a Microsoft Dynamics CRM calendar extension. In
this blog, we have explained how to manage custom
activities using one of the calendar extensions
Calendar 365. Before we begin, Calendar 365 is a
calendar extension for Dynamics 365. With its
unified view, you can view all your default and
custom activities and can make changes to your
activities from a single screen. To get started,
you will need to install this extension in your
Dynamics CRM. After that, Go to Dynamics 365 ?
Open 'Calendar 365' and you will be redirected to
the calendar screen.
Now you need to configure the custom activity
entity to view and manage from the
calendar. Click on the Configuration.
A dialog box with your custom activity saved
previously from the entity field will
open. After selecting the custom activity, click
on the New button to configure the custom
entity to the calendar.
From here you will need to follow the steps by
filling all the required details in the given
Here is what you will need to fill in for each of
them. Activity Select the type. It can be an
appointment, phone call, meeting, task, SMS,
etc. Subject Add the appropriate subject to
it. Regarding Select the record regarding which
you are creating this activity. Date Range
Select a date range during which you will be
working for this activity. Priority You can set
its priority to manage the overall
schedule. Description Add notes or any other
required details. It helps you remember important
things. Apart from these options, based on your
activity type, you will get other options for
activities for custom activities like for Fax,
Phone calls, you get extra fields like To, Phone
numbers, etc. After filling up all the details,
go to the Calendar view and you can see the
selected 'Birthday' activity in the list.
If you want to assign this activity to other
users, you can select the user, time slots, and
add Birthday records. After allocation, you
will be able to see all the details and the
assigned member will get a reminder on the day
you set this meeting.
  • The Benefits You and Your Team Gets with Custom
  • It keeps all the details in one place regarding
    all records, no matter how small they might be
    for an instant reference.
  • Tracking activities feature enables various
    people to work on a record with full knowledge
    of the status of the record. For instance, a
    customer representative may assign a case to
    another user to work on and all the details will
    be passed on quickly.
  • It simplifies the processes and reduces the time
    spent working on a record.
  • It is very helpful during company/team
    performance evaluation and auditing as you can
    access the details from a single place.
  • Original Blog
  • h ttps//
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