{"id":2415,"date":"2019-12-05T18:07:39","date_gmt":"2019-12-05T12:37:39","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2415"},"modified":"2024-12-13T14:30:20","modified_gmt":"2024-12-13T09:00:20","slug":"configurable-calendar-views-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/configurable-calendar-views-in-dynamics-365\/","title":{"rendered":"Creating Configurable Calendar Views in Dynamics 365"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/configurable-calendar-views-in-dynamics-365\/#Creating_Separate_Calendar_Views\" >Creating Separate Calendar Views<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/configurable-calendar-views-in-dynamics-365\/#Configuring_Activities\" >Configuring Activities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/configurable-calendar-views-in-dynamics-365\/#How_Would_You_Like_to_Manage_Your_Calendar\" >How Would You Like to Manage Your Calendar?<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>A CRM integrated calendar comes with several advantages. Apart from the features, one major pro is a crystal-clear picture you get of what\u2019s 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.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Creating_Separate_Calendar_Views\"><\/span><b>Creating Separate Calendar Views<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>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.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2416 \" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-1.png\" alt=\"Creating Configurable Calendar Views in Dynamics 365\" width=\"666\" height=\"290\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-1.png 512w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-1-300x131.png 300w\" sizes=\"auto, (max-width: 666px) 100vw, 666px\" \/><\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-2417 size-large\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-1022x486.png\" alt=\"Creating Configurable Calendar Views in Dynamics 365\" width=\"660\" height=\"314\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-1022x486.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-768x365.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-300x143.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2-1024x487.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-2.png 1117w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>You can also create a shareable calendar. A shared calendar that you can hand out with other Dynamics CRM users.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2418\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-3.png\" alt=\"Creating Configurable Calendar Views in Dynamics 365\" width=\"952\" height=\"589\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-3.png 952w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-3-768x475.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/Creating-Configurable-Calendar-Views-in-Dynamics-365-Pic-3-300x186.png 300w\" sizes=\"auto, (max-width: 952px) 100vw, 952px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Configuring_Activities\"><\/span><b>Configuring Activities<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In your <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">selected views from service calendar Dynamics 365<\/a>, you can select the activities to configure. Activities like Task, Fax, Phone Call, Email, Letter, Appointment, Campaign Activity, or any Custom Activity.<\/p>\n<p>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.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2706\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration-1022x548.png\" alt=\"create configurable views in dynamics CRM\" width=\"660\" height=\"354\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration-1022x548.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration-768x412.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration-300x161.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration-1024x549.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/ActivityConfiguration.png 1116w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Would_You_Like_to_Manage_Your_Calendar\"><\/span><b>How Would You Like to Manage Your Calendar?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The major goal behind providing configurations to the users in Calendar 365 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.<\/p>\n<\/div>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A CRM integrated calendar comes with several advantages. Apart from the features, one major pro is a crystal-clear picture you get of what\u2019s 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&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/configurable-calendar-views-in-dynamics-365\/\">Continue reading <span class=\"screen-reader-text\">Creating Configurable Calendar Views in Dynamics 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2431,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[62],"tags":[],"class_list":["post-2415","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-calendar-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Configurable Calendar Views in Dynamics 365 - AppJetty<\/title>\n<meta name=\"description\" content=\"A CRM integrated calendar comes with several advantages. 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