With Calendar 365, visualize resource availability, utilize multiple calendar views, manage activities, and resolve conflicts efficiently. Find out more in this blog.
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1. Calendar 365: Resource Visualization on Calendar for
Dynamics 365 Users
Having a clear visualization of the resource’s schedule plays a huge role in planning
conflict-free, smooth schedules.
It is very much possible with Calendar 365.
Calendar 365 is a powerful productivity-driven tool that helps you in managing your default
and custom activities. Managers can have clear visibility of available resources, the activities
assigned to them, automate appointment booking, etc.
Let’s find out how Calendar 365 can help in viewing other users’ calendars to plan better.
Clear Visualization of Resource Availability
Calendar 365 is a powerful calendar to manage the resource to visualize the schedules of
their team members, managers, or colleagues.
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2. With a resource calendar, you can easily identify when someone is occupied, the type of
activity they are engaged in, and the duration of their commitments.
This clear visualization ensures that you have a comprehensive understanding of each team
member’s availability before scheduling an appointment.
Multiple Calendar Views for Enhanced Visualization
Dynamics 365 calendar offers a range of intuitive views, including Top Down, Gantt,
Timeline, and Agenda views. Each view provides a unique perspective and allows you to
tailor the visualization according to your specific needs.
➔ The Top Down view offers a bird’s-eye view of the entire organization’s calendar,
enabling you to identify busy periods or potential gaps in resource allocation.
➔ The Gantt view provides a timeline-based representation, perfect for tracking project
timelines and dependencies.
➔ The Timeline view offers a chronological display of activities, ensuring easy
comprehension of scheduled events.
➔ Lastly, the Agenda view provides a detailed list of activities, ideal for quick reference
and planning.
Efficient Activity Management Within Calendar 365
With Calendar 365, you can create and manage all CRM activities directly within the
calendar interface. Whether it’s scheduling meetings, calls, or tasks, you can seamlessly
manage all these activities into the calendar.
It does not require multiple clicks and complex flow to view one type of activity at a time.
This centralized approach of Calendar 365 ensures that all the default and custom activities
are available in one place.
Conflict Management
One of the standout features of Calendar 365 is its ability to handle conflicts efficiently.
When attempting to book an appointment with a team member who is already occupied,
you receive a warning message that the invitee is already occupied.
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