{"id":2634,"date":"2019-12-31T14:09:19","date_gmt":"2019-12-31T08:39:19","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2634"},"modified":"2024-12-13T14:30:20","modified_gmt":"2024-12-13T09:00:20","slug":"view-create-edit-customers-activities-dynamics-calendar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/view-create-edit-customers-activities-dynamics-calendar\/","title":{"rendered":"How to View\/Create\/Edit Customers\u2019 Activities in 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\/view-create-edit-customers-activities-dynamics-calendar\/#Create_Customers_Activities_in_Calendar_365\" >Create Customers\u2019 Activities in Calendar 365<\/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\/view-create-edit-customers-activities-dynamics-calendar\/#View_Customers_Activities_in_Calendar\" >View Customers\u2019 Activities in Calendar<\/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\/view-create-edit-customers-activities-dynamics-calendar\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Managing CRM and calendar separately for activities becomes tedious and time-consuming. You have to manually update changes in Calendar as well as CRM. If you use the default calendar that Dynamics 365 provides, you\u2019ll need to create the activity for every individual contact separately.<\/p>\n<p>What if you can get rid of this old-fashioned updating style? And what if you get free of the hassle of creating activities separately for each contact?<\/p>\n<p>With the right <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Dynamics CRM Calendar<\/a><b>, <\/b>your activity management becomes seamless and hassle-free. It will let you create and manage customer events and activities simultaneously from a single page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2635\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1-1022x558.png\" alt=\"Dynamics Calendar Extension\" width=\"660\" height=\"360\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1-1022x558.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1-768x419.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1-1024x559.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-1.png 1434w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>So, it is important to know how to view, create or edit customers\u2019 activities straight from within your Dynamics Calendar extension.<\/p>\n<p>Let\u2019s see how you can do all these operations from a Dynamics Calendar extension; Calendar 365.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Create_Customers_Activities_in_Calendar_365\"><\/span><b>Create Customers\u2019 Activities in Calendar 365<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The first thing you must know is how to create a new activity in your Calendar.<\/p>\n<p>Follow the steps below to create a customer\u2019s event or <a href=\"https:\/\/www.appjetty.com\/blog\/add-the-activity-calendar-of-calendar-365-in-the-dynamics-dashboard\/\">activity in Calendar 365<\/a>.<\/p>\n<p>&#8211; Go to the Calendar 365 tab from the top-left corner of your Dynamics 365 CRM window.\u00a0Choose the Customer Calendar from the two calendars available.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2636\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-2.png\" alt=\"Custom Calendar\" width=\"512\" height=\"265\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-2.png 512w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-2-300x155.png 300w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>&#8211; On clicking this option, you will be directed on the calendar screen. There you will have two options in the drop-down menu under Customers tap. One is Contacts (for B2C businesses) and the other is Accounts (for B2B businesses).<\/p>\n<p>&#8211; Here we are selecting \u2018Contacts\u2019 from the drop-down menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2637\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-3.png\" alt=\"B2B\" width=\"1009\" height=\"734\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-3.png 1009w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-3-768x559.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-3-300x218.png 300w\" sizes=\"auto, (max-width: 1009px) 100vw, 1009px\" \/><\/p>\n<p><span style=\"text-decoration: underline;\"><strong>Create and Manage Custom Activities with Dynamics Calendar<\/strong><\/span><\/p>\n<p>&#8211; Click on the \u2018Select\u2019 button. A lookup dialogue box will open up.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2638\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-4.png\" alt=\"Select contact\" width=\"1010\" height=\"619\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-4.png 1010w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-4-768x471.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-4-300x184.png 300w\" sizes=\"auto, (max-width: 1010px) 100vw, 1010px\" \/><\/p>\n<p>&#8211; Search for the contacts, regarding which you want to see the activities, from that list of contacts in the dialogue box. Then click on select.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2639\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-5.png\" alt=\"Lookup records\" width=\"1013\" height=\"717\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-5.png 1013w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-5-768x544.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-5-300x212.png 300w\" sizes=\"auto, (max-width: 1013px) 100vw, 1013px\" \/><\/p>\n<p>&#8211; Click on the \u2018Add\u2019 button after you select the contacts.<\/p>\n<p>&#8211; Once you add contact(s), they will show up in the Contacts dropdown and calendar. Same goes for accounts too.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2640\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-6.png\" alt=\"Dropdown lists\" width=\"512\" height=\"281\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-6.png 512w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-6-300x165.png 300w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>&#8211; Now to set the time for an event regarding a particular contact, click on the \u2018Time Slot\u2019 you want from Calendar.<\/p>\n<p>&#8211; Clicking on \u2018Time Slot\u2019 will display a \u2018Create Activity\u2019 popup.<\/p>\n<p>&#8211; Select the \u2018Activity Type\u2019 from the drop-down menu beside \u2018Activity\u2019.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2641\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-7.png\" alt=\"Select Activity Types\" width=\"934\" height=\"680\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-7.png 934w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-7-768x559.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-7-300x218.png 300w\" sizes=\"auto, (max-width: 934px) 100vw, 934px\" \/><\/p>\n<p>&#8211; The name of the contact(s) you selected will automatically show up in the \u2018Regarding\u2019 field.<\/p>\n<p>&#8211; Fill all other fields including:<\/p>\n<p><b>Subject <\/b>&#8211; You can mention what the meeting is about in this field.<\/p>\n<p><b>Start Date<\/b> &#8211; The date when the event will start.<\/p>\n<p><b>End Date <\/b>&#8211; The date on which the event will end.<\/p>\n<p><b>Priority<\/b> &#8211; You can set the priority to \u2018High\u2019, \u2018Normal\u2019, or \u2018Low\u2019.<\/p>\n<p><b>Owner<\/b> &#8211; The person responsible for the activity (the person who has been assigned the activity)<\/p>\n<p>And others depending on the type of activity you selected.<\/p>\n<p><b>Note: <\/b>It is mandatory to fill three fields viz. Subject, Start Date and End date. The rest of the fields are optional.<\/p>\n<p>&#8211; After filling all fields, click \u2018Create\u2019. Clicking on this button will create your activity in the calendar.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2642\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-8.png\" alt=\"Create Activity\" width=\"1011\" height=\"740\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-8.png 1011w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-8-768x562.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-8-300x220.png 300w\" sizes=\"auto, (max-width: 1011px) 100vw, 1011px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"View_Customers_Activities_in_Calendar\"><\/span><b>View Customers\u2019 Activities in Calendar<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once you create an activity in the calendar, you can view that activity in your calendar easily.<\/p>\n<p>Here are the steps to follow to view all your activities in Dynamics Calendar 365.<\/p>\n<p>&#8211; Go to the \u2018Calendar 365\u2019 tab from the top-left corner of your Dynamics 365 CRM window.<\/p>\n<p>&#8211; Choose \u2018Customer Calendar\u2019 from the drop-down menu that redirects you to the calendar screen.<\/p>\n<p>&#8211; Select \u2018Contacts\u2019 from the drop-down menu under customers tab. Select the contacts for which you want to view the activities<\/p>\n<p>&#8211; As you select \u2018Contacts\u2019, you will be able to view all activities\/events you have created so far related to those contacts.<\/p>\n<p>&#8211; And to edit a particular event, hover over the event you want to edit. It will display Tooltip on the screen.<\/p>\n<p>&#8211; Click on the event to open up the event details.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2643\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9-1022x505.png\" alt=\"Get event details\" width=\"660\" height=\"326\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9-1022x505.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9-768x380.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9-300x148.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9-1024x506.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-9.png 1110w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>&#8211; In this \u2018Event Details\u2019 window, you can edit event details, share or delete an event.<\/p>\n<p>Also, you can add the person responsible for the event.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2644\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10-1022x733.png\" alt=\"Update event details\" width=\"660\" height=\"473\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10-1022x733.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10-768x551.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10-300x215.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10-1024x734.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/12\/AppJetty-blog-10.png 1032w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><b>Conclusion<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Thus, you see that with Dynamics Calendar 365, you can seamlessly create and update events from a single screen without doing too much back and forth. And you don\u2019t have to update CRM and Calendar separately every time you complete an activity.<\/p>\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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managing CRM and calendar separately for activities becomes tedious and time-consuming. You have to manually update changes in Calendar as well as CRM. If you use the default calendar that Dynamics 365 provides, you\u2019ll need to create the activity for every individual contact separately. What if you can get rid of this old-fashioned updating style?&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/view-create-edit-customers-activities-dynamics-calendar\/\">Continue reading <span class=\"screen-reader-text\">How to View\/Create\/Edit Customers\u2019 Activities in Dynamics Calendar<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2663,"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-2634","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>How to View\/Create\/Edit Customers\u2019 Activities in Dynamics Calendar - AppJetty<\/title>\n<meta name=\"description\" content=\"Managing CRM and calendar separately for activities becomes tedious and time-consuming. 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