Creating configurable calendar views in dynamics 365
Creating Configurable Calendar Views in
A CRM integrated calendar comes with several advantages. Apart from
the features, one major pro is a crystal-clear picture you get of what’s
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.
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.