Color Code Your Dynamics Calendar and Declutter Your Life! - PowerPoint PPT Presentation

About This Presentation

Color Code Your Dynamics Calendar and Declutter Your Life!


Your guide to creating customized color-code calendars in Dynamics CRM in easy steps, along with troubleshooting advice and tips. – PowerPoint PPT presentation

Number of Views:2


Transcript and Presenter's Notes

Title: Color Code Your Dynamics Calendar and Declutter Your Life!

Color Code Your Dynamics Calendar and Declutter
Your Life!
Having a lot on your calendar can be daunting
sometimes. When you have many activities
assigned, it becomes hard to get an overview of
the current schedule or look for a particular
activity or task. Especially when you are in a
bit hurry, it may seem like looking for a sheep
from the flock. With Dynamics calendar
extensions, you get the facility of color-coding
your activities. You can simply define the color
for different types of activities and your
calendar would not look that cluttered. In this
article, we have taken the example of Calendar
365 to demonstrate how you can execute that in
Dynamics 365.
When you integrate Dynamics 365 shared calendar
with your Dynamics, you can set the color coding
for particular activities when configuring them.
That means, each time you create a new activity,
task, it will be displayed in its allocated
You can even filter out the activities easily
from the available filter on the left panel. In
case of high priority activities or if you want
to display different colors for the lead
statuses like in progress, paused, etc, you can
use the overwrite option.
This means you can set red color for high
priority tasks. Hence, your users will be
focused on how they should perform in order to
meet your end goals.
  • Benefits of Color Coding
  • Keeps you focused by establishing priorities and
    maintaining a sense of commitment towards your
  • Colors improve recall value with its visual
    effects. Hence, it can be an effective factor to
    improve your teams performance.
  • Why it works
  • Because of the visual effect created, you can
    quickly take you an overview of what is going on
    at a glance. Hence, it becomes easy to determine
    what you have on your plate. Be it an
    appointment, task, meeting, or a day off!
  • Setting a particular intent when choosing colors
    can make this process even easy.

  • For example,
  • Red - Priority
  • Orange - Emergencies
  • Green - For tasks related to following up on
    positive feedback
  • Blue - For daily appointments
  • This means, if it is all green with no red, you
    can bet that this month is going to be a good
    one for you. At the same time, with an increase
    in red, or orange, you will know how much more
    you will need to work or prepare for the coming
  • What to keep in mind
  • Avoid having your calendar looking like a fruit
    dish. It may affect your ability to get
    much-done effectively. So, instead, you can try
    by creating a color palette and following it
    throughout to create a pattern. And a remembrance
  • P.S. Include pink color when you are not working.
    So whenever you see it in your calendar, you
    will know that it is the time to sit back and
  • Original Blog
  • h ttps//
    -calend a r
Write a Comment
User Comments (0)