{"id":2583,"date":"2019-12-26T19:30:30","date_gmt":"2019-12-26T14:00:30","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2583"},"modified":"2024-12-13T14:30:20","modified_gmt":"2024-12-13T09:00:20","slug":"how-to-manage-activities-with-dynamics-calendar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/","title":{"rendered":"How to Manage Activities with Dynamics Calendar"},"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\/how-to-manage-activities-with-dynamics-calendar\/#Step_1_Find_your_activities\" >Step 1: Find your activities:<\/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\/how-to-manage-activities-with-dynamics-calendar\/#Add_activity\" >Add activity<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/#For_customer\" >For customer:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/#For_yourself\" >For yourself:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/#Challenges_with_default_activity_management\" >Challenges with default activity management:<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/#Here_are_the_fields_explained_in_detail\" >Here are the fields explained in detail:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/#How_to_Manage_Unscheduled_Activities_in_Dynamics_CRM\" >How to Manage Unscheduled Activities in Dynamics CRM:<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members.<\/p>\n<p>Here the question arises, how can you make the most out of them?<\/p>\n<p>For example, if you are in a meeting with your customers, you need to be specific with what they are looking for in your services. Did they ask for enhancements in your current package or expressed concerns for budgets? Or any highlights of the meeting. Chances are that you might forget these little details.<\/p>\n<p>In such cases, you can open your Dynamics CRM in mobile and add these notes in the specific appointment created for the meeting. This can help you focus on the details leading to more clients for your organization.<\/p>\n<p>So, let\u2019s see how you can <a href=\"https:\/\/www.appjetty.com\/blog\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/\">manage activities in Dynamics CRM<\/a> to make the most out of it.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Find_your_activities\"><\/span><b>Step 1: Find your activities:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u2192 Click on the sitemap and select activities.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2584\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-1.png\" alt=\"Select Activities\" width=\"168\" height=\"266\" \/><\/p>\n<p><span style=\"font-weight: 400;\">From the list, select an activity type to manage a particular activity.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2585\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-2.png\" alt=\"Select Activity Type\" width=\"227\" height=\"239\" \/><\/p>\n<p>You can perform the following operations on any activity with the default Dynamics calendar:<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Add_activity\"><\/span><b>Add activity<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"For_customer\"><\/span><b>For customer:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can add activity associated with a particular customer, account, or another type of record. To do so,<\/p>\n<p>&#8211; Open the record for which you want to create the activity.<\/p>\n<p>&#8211; In the Timeline section, click on \u2018+\u2019, and from the drop-down list, select the type of activity you want to create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2586\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3-1022x560.png\" alt=\"Add Activity\" width=\"660\" height=\"362\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3-1022x560.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3-768x421.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3-1024x561.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-3.png 1282w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"For_yourself\"><\/span><b>For yourself:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; In the site map, select Activities.<\/p>\n<p>&#8211; From the command bar, select an activity type.<\/p>\n<p>&#8211; Once you are done filling in the details, click on save to save the particular activity.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2587\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-4.png\" alt=\"Select Task\" width=\"482\" height=\"294\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-4.png 482w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-4-300x183.png 300w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/>You can also add other people to the record or contact based on who\u2019s handling that particular customer. As you work with that customer over a period of time, it can help you maintain its history and see what can be done for better outcomes.Add task or note for yourself to remember something important, add new activities and assign it to others, mark it complete, etc. to manage it further.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Challenges_with_default_activity_management\"><\/span><b>Challenges with default activity management:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Managing activities this way means a lot of back and forth and wasted time. Every time you will have to select the record, create an activity and then manage its related activities. To cut down this back and forth, you can look for a calendar solution or extension which provides a unified interface to conduct all the operations from a single screen.<\/p>\n<p>In this blog, we\u2019ve taken <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">Calendar 365, a Dynamics CRM Calendar<\/a>, to show how you can manage activities from a single calendar screen. If required you can view your team\u2019s schedule via a shared calendar and assign activities to them as well.<\/p>\n<p>Let\u2019s see how you can manage activities from a shared calendar.<\/p>\n<p><b>Step 1: <\/b>After installing the Calendar 365, navigate to the left panel and select the Calendar 365 option.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2588\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5-1022x544.png\" alt=\"Select Calendar 365\" width=\"660\" height=\"351\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5-1022x544.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5-768x409.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5-300x160.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5-1024x545.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-5.png 1423w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><b>Step 2:<\/b> Click on \u2018View Calendar\u2019 from the second panel and then click on the select calendar to select the view\/shared calendar.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2589\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6-1022x544.png\" alt=\"Select View Calendar\" width=\"660\" height=\"351\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6-1022x544.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6-768x409.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6-300x160.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6-1024x545.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-6.png 1423w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><b>Step 3: <\/b>Check the available time slot for the day to assign activities to users.<\/p>\n<p><b>Step 4: <\/b>Click on the available time slot to create activity.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2590\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7-1022x665.png\" alt=\"Create Activity\" width=\"660\" height=\"429\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7-1022x665.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7-768x500.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7-300x195.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7-1024x666.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-7.png 1110w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><b>Step 5: <\/b>Select the activity type from the available options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2591\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8-1022x610.png\" alt=\"Select Activity Type\" width=\"660\" height=\"394\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8-1022x610.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8-768x459.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8-300x179.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8-1024x611.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-8.png 1050w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><b>Step 6: <\/b>Add details regarding, subject, priority, adding notes, etc. and click on create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2592\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9-1022x729.png\" alt=\"Add details\" width=\"660\" height=\"471\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9-1022x729.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9-768x548.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9-300x214.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9-1024x731.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-9.png 1047w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Here_are_the_fields_explained_in_detail\"><\/span>Here are the fields explained in detail:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><b>Activity: <\/b>To select the type. It can be an appointment, phone call, meeting, task, SMS, etc.<\/p>\n<p><b>Subject: <\/b>Add something to remember the activity from. It will be displayed on your calendar as well.<\/p>\n<p><b>Regarding: <\/b>Here you can select the record, regarding which you are creating this activity.<\/p>\n<p><b>Date Range: <\/b>Select a date range during which you will be working on this activity.<\/p>\n<p><b>Priority: <\/b>As there would be multiple activities in your calendar, you can set its priority to manage the overall schedule.<\/p>\n<p><b>Description: <\/b>Add notes or any other required details. It helps you remember highlights.<\/p>\n<p>Apart from these options, based on your activity type, you will get other options like for Fax, Phone calls you get extra fields like To, Phone numbers, etc.<\/p>\n<p><b>Step 7: <\/b>Once you are done creating an activity, it will be displayed like below on the calendar. When you hover on it, it will display the tooltip with all the required details.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2593\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10-1022x546.png\" alt=\"Displaying Calendar Details\" width=\"660\" height=\"353\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10-1022x546.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10-768x410.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10-300x160.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10-1024x547.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-10.png 1340w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>You can work further on this activity, and access it whenever needed. For example, if this activity is an appointment, you can mark it completed once your meeting is completed with that person. And later, you can edit the details from the calendar.<\/p>\n<p>To edit this activity, click on the activity from the calendar and this popup will be displayed.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2594\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-1022x575.png\" alt=\"To edit activity\" width=\"660\" height=\"371\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-1022x575.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-768x432.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-1536x864.png 1536w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-1568x882.png 1568w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-300x169.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11-1024x576.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-11.png 1600w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>From there you can perform various operations like edit the appointment details, change its status, mark it completed, make it a case, etc. and it gets updated in CRM as well.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_Manage_Unscheduled_Activities_in_Dynamics_CRM\"><\/span><b>How to Manage Unscheduled Activities in Dynamics CRM:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>There might be situations when you would have to manage sudden priority work in your schedule. Those are considered as unscheduled activities.<\/p>\n<p>To manage the unscheduled activities, it is important to check the Active box.<\/p>\n<p>On enabling the Unscheduled Activities option, you can manage unscheduled appointments and service activities without attendees and assigned resources respectively from the calendar.<\/p>\n<p>After enabling the Unscheduled Activities option from the configuration, the button will appear on the header on the main calendar page.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2595\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-12.png\" alt=\"Manage Unscheduled Activity\" width=\"457\" height=\"168\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-12.png 457w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-12-300x110.png 300w\" sizes=\"auto, (max-width: 457px) 100vw, 457px\" \/><\/p>\n<p>By clicking on it, there will be a dialog box with a list of Unscheduled Activities.<\/p>\n<p>Select the start date, end date, and activity type to create the view of unscheduled activities as required. You can also type in the subject line in the search box to look for a particular activity.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2596\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-13.png\" alt=\"Unscheduled Appointments\" width=\"695\" height=\"544\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-13.png 695w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-13-300x235.png 300w\" sizes=\"auto, (max-width: 695px) 100vw, 695px\" \/><\/p>\n<p>&#8211; If the activity type is \u2018appointment\u2019, it will show all the appointments that don\u2019t have any required attendees assigned.<\/p>\n<p>&#8211; To assign attendees to an appointment, select <b>appointment<\/b> as the \u2018activity type\u2019 from the dropdown, select activities and click on <b>Set Required<\/b> button.<\/p>\n<p>&#8211; By clicking on the \u2018Set Required\u2019 button, it will open a dialog box to select the required attendee.<\/p>\n<p>&#8211; Select the attendee as required and click on the <b>Save<\/b> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2597\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-14.png\" alt=\"Set Required Appointments\" width=\"522\" height=\"197\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-14.png 522w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-14-300x113.png 300w\" sizes=\"auto, (max-width: 522px) 100vw, 522px\" \/><\/p>\n<p>&#8211; After saving, attendees get assigned and that activity gets removed from the list of unscheduled activities.<\/p>\n<p>&#8211; If \u2018activity type\u2019 is a <b>service activity<\/b>, the list will have all the service activities that don\u2019t have resources assigned.<\/p>\n<p>&#8211; To assign resources to the service activity, select service activity as the activity type from the dropdown, select the service and click on <b>Set Resource<\/b> button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2598\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-15.png\" alt=\"Assign Resources\" width=\"704\" height=\"379\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-15.png 704w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-15-300x162.png 300w\" sizes=\"auto, (max-width: 704px) 100vw, 704px\" \/><\/p>\n<p>By clicking on the \u2018Set Resource\u2019 button, a dialog box will open. From there, select the required resource and click on the Save button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2599\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-16.png\" alt=\"Set Resource\" width=\"523\" height=\"199\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-16.png 523w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/How-to-Manage-Activities-with-Dynamics-Calendar-Pic-16-300x114.png 300w\" sizes=\"auto, (max-width: 523px) 100vw, 523px\" \/><\/p>\n<p>&#8211; After saving, resources get assigned and that activity gets removed from the list of unscheduled activities.<\/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>Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members. Here the question arises, how can you make the most out of them? For example, if you are in a&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-activities-with-dynamics-calendar\/\">Continue reading <span class=\"screen-reader-text\">How to Manage Activities with Dynamics Calendar<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2601,"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-2583","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 - 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