How to Create a Follow-Up Appointment in Resource Calendar in Dynamics 365

How to Create a Follow-Up Appointment in Resource Calendar in Dynamics 365

Amit Shah

January 16th, 2023

In this blog, you will learn how to create a follow-up appointment in the Dynamics 365 Calendar.

Suppose you want to create a follow-up appointment (especially when you want to see which follow-up appointment was created towards which account at some point later). In that case, you need to set up a relationship between individual appointments.

Follow the below-mentioned steps to create a follow-up appointment in Calendar 365.

Step 1: Navigate to the AppJetty Calendar 365.

Click on “Calendar 365” from the apps list and navigate to the custom calendar of Calendar 365.

Resource Calendar-1

You will navigate to the custom calendar of Calendar 365. Here, you will see the three types of calendars:

> Resource Calendar

> Customer Calendar 

> Entity Calendar

Resource Calendar-2

Step 2: Navigate to The Resource Calendar

Click on Resource Calendar, and it will show all the Appointments. Click on any Appointment.

Resource Calendar-3

Step 3: Click The Follow Up Meeting

On clicking the Follow Up Meeting, the Create Follow Up popup will show up.

Resource Calendar-4

Enter The Subject Name, Regarding, Start Date, End Date, Required, Location, Attachment, Priority, and Description. Click on the Create button.

Step 4: Create a Follow-up Meeting that will open after clicking on the icon.

Resource Calendar-5

Click on the icon shown in the above image, and a popup of All Appointments will open. You can see all the appointments and follow-up meetings in the list view.

Resource Calendar-6

Select the Start Date And End Data, and Search for follow-up appointments.

Step 5: Directly Create a Follow-Up Appointment 

Click the Plus icon in the list of appointments to directly create a new follow-up appointment. Enter all the information, then click the create button.

Resource Calendar-7

In this way, you can create a follow-up appointments in the resource calendar.

 
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