{"id":5633,"date":"2021-04-28T11:48:43","date_gmt":"2021-04-28T06:18:43","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5633"},"modified":"2024-12-13T14:28:29","modified_gmt":"2024-12-13T08:58:29","slug":"how-to-identify-the-owner-of-a-specific-crm-activity","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-identify-the-owner-of-a-specific-crm-activity\/","title":{"rendered":"How to Identify the Owner of a Specific CRM Activity?"},"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-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-identify-the-owner-of-a-specific-crm-activity\/#Step_1_Navigate_to_the_Calendar_365\" >Step:1 Navigate to the Calendar 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-identify-the-owner-of-a-specific-crm-activity\/#Step_2_Open_Calendar_configuration_option\" >Step:2 Open Calendar configuration option<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-identify-the-owner-of-a-specific-crm-activity\/#Step_3_Enable_Owner_Color_and_select_the_color\" >Step:3 Enable Owner Color and select the color<\/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-identify-the-owner-of-a-specific-crm-activity\/#Step_4_Navigate_to_the_Calendar_365\" >Step:4 Navigate to the Calendar 365<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>Tracking the activities from the <a href=\"https:\/\/www.appjetty.com\/blog\/add-the-activity-calendar-of-calendar-365-in-the-dynamics-dashboard\/\">activity calendar of Dynamics 365<\/a> for multiple users is tedious.  Normally, you would need to open them one by one to check the owner of the activity from the activity details on the calendar.<\/p>\n<p><i>But what if you have a configuration of color-coding for the Dynamics CRM Users to identify which activity belongs to which user?<\/i><\/p>\n<p>With Mappyfiled, you can assign color codes to individual CRM users.<\/p>\n<p>You can choose the activity-wise colors to differentiate the activities on the Calendar. But you can also display the \u2018Owner\u2019-wise colorize activities by defining the color-code to the CRM users. So any CRM user who adds an activity like Appointment, Task, Call, etc., you can identify the owner of the activity based on the defined color.<\/p>\n<p>To configure the Color-codes in Calendar 365, the Owner Color configuration is provided to define the color codes for the specific CRM users.<\/p>\n<p>Suppose, you are a sales manager of any manufacturing company. There are 5 sales reps who work under your sales team and you can define the 5 different colors to them to identify the activity that belongs to which sales executive. So from the activity calendar, being a sales manager you can easily identify the activities that belong to which sales reps.<\/p>\n<p>Follow the below steps to configure the owner wise color codes:<\/p>\n<ul class=\"bullet\">\n<li>Navigate to the Calendar 365 Configuration<\/li>\n<li>Enable the \u2018Owner Color\u2019 configuration<\/li>\n<li>Select color for the individual owner (CRM users)<\/li>\n<li>Show the colorize activities as per the owner&#8217;s color-codes<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_the_Calendar_365\"><\/span>Step:1 Navigate to the Calendar 365<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>To manage the Calendar activities, navigate to AppJetty\u2019s \u201cCalendar 365\u201d from the DynamicsCRM dashboard.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/DynamicsCRM-dashboard-01.png\" alt=\"DynamicsCRM dashboard\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2_Open_Calendar_configuration_option\"><\/span>Step:2 Open Calendar configuration option<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Once you navigate to the calendar activities page of Calendar 365, you will find the Calendar 365 \u2018settings\u2019 icon from the top-right corner.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Open-Calendar-configuration.png\" alt=\"Open Calendar configuration\"><\/p>\n<p>By clicking on the \u2018settings\u2019 icon, you will navigate to the Calendar 365 configuration page from where you can configure the Calendar 365 default configurations &#038; settings.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3_Enable_Owner_Color_and_select_the_color\"><\/span>Step:3 Enable Owner Color and select the color<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>From the \u201cConfigurations\u201d tab, you will find the Owner Color option, to define the color of the activities based on the owner that is CRM users.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Enable-Owner-Color.png\" alt=\"Enable Owner Color\"><\/p>\n<p>You need to enable the Owner color by selecting the checkbox. As you check the checkbox, you will navigate to the \u201cOwner\u2019s Color Configuration\u201d page.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Owners-Color-Configuration.png\" alt=\"Owner\u2019s Color Configuration\"><\/p>\n<p>It shows a list of all Dynamics CRM Users. Admin users with Dynamics CRM administrator rights can configure color by clicking on the color icon.<\/p>\n<p>Set the color using the \u2018color picker tool\u2019 and differentiate the users by selecting the individual color.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/color-picker-tool.png\" alt=\"color picker tool\"><\/p>\n<p>If you are a sales manager, you can define the color for your sales team under the Owner\u2019s Color Configuration. If you have multiple sales teams, you can define a similar color to all the sales reps of one team and similarly, define a similar color to another team\u2019s sales reps. So being a sales manager, you can identify the team\u2019s activities on the calendar.<\/p>\n<p>After configuring color for the different users, click on the Save button to save the modifications.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_4_Navigate_to_the_Calendar_365\"><\/span>Step:4 Navigate to the Calendar 365<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Navigate to the \u2018activity calendar\u2019 of Calendar 365. If you have enabled the owner-wise color option and set the specific color to different owners, the activities of the different owners will appear based on the Owner\u2019s color on the Calendar.<\/p>\n<p>From the \u201cUsers\/Team\u201d selection drop-down list you can (your users\/team) can see the colorized activities based on the selected color for the specific owner (CRM users).<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/activity-calendar-Calendar-365.png\" alt=\"activity calendar Calendar 365\"><\/p>\n<p>So, the colored activities show the owner of the different activities as per defined color. These Color specific activities option helps admin or users to clarify the activities.<\/p>\n<p>Hence, for the sales manager, it will be easy to identify the activities of the sales team based on the owner-wise colorize activities and can track the sales reps\u2019 activities like appointments, sales demos, calls, etc.<\/p>\n<p>So using <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">AppJetty Calendar 365<\/a>, you can manage your CRM activities with many other options on the activity calendar of Calendar 365.<\/p>\n<p>&nbsp;<br \/>\n<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>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tracking the activities from the activity calendar of Dynamics 365 for multiple users is tedious. Normally, you would need to open them one by one to check the owner of the activity from the activity details on the calendar. But what if you have a configuration of color-coding for the Dynamics CRM Users to identify&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-identify-the-owner-of-a-specific-crm-activity\/\">Continue reading <span class=\"screen-reader-text\">How to Identify the Owner of a Specific CRM Activity?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5634,"comment_status":"closed","ping_status":"open","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-5633","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 Identify the Owner of a Specific CRM Activity? - AppJetty<\/title>\n<meta name=\"description\" content=\"Tracking the activities from the activity calendar of Dynamics 365 for multiple users is tedious. 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