{"id":5662,"date":"2021-04-29T11:44:51","date_gmt":"2021-04-29T06:14:51","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5662"},"modified":"2025-11-30T16:58:23","modified_gmt":"2025-11-30T11:28:23","slug":"search-the-specific-activities-using-the-activity-fields-in-calendar-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/","title":{"rendered":"Search the specific activities using the activity fields in Calendar 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\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/#Step_1_Navigate_to_Calendar_365\" >Step 1: Navigate to 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\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/#Step_2_Search_specific_activity\" >Step 2: Search specific 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\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/#By_Subject\" >By Subject:<\/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\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/#By_Regarding\" >By Regarding:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/#By_Description\" >By Description:<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Searching the specific CRM activities is not easy when multiple activities are added to the calendar. You need to check all the activities one by one and that will take some time to search for the desired activity.<\/p>\n<p>Sometimes you need to modify the action plan or any scheduled sales activities. For that, you need to search and update the specific activities only.<\/p>\n<p>Suppose, due to the Covid-19 pandemic situation, the sales manager wants to add a note in every meeting &amp; appointments activity that if the sales reps are going to meet the clients at their place they must with high precautions like keep wearing a mask, hand gloves, sanitizer, etc. So the Sales manager needs to find specific activities in which the \u2018sales demo appointment\u2019 or \u2018sales meeting\u2019 captions are added as a subject or in the description.<\/p>\n<p>In AppJetty Calendar 365, the users can manage all the enabled CRM activities on the activity calendar and the activity search option is provided to search the specific activity with ease. You can search any activity by selecting any of three fields: \u2018Subject\u2019, \u2018Regarding\u2019, and \u2018Description\u2019 that are inserted in the activities. It will display only those activities as per the inserted keywords based on the selection of Fields search.<\/p>\n<p>Let\u2019s walk through the \u2018Search activity\u2019 feature of Calendar 365.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_Calendar_365\"><\/span>Step 1: Navigate to Calendar 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Select \u201cCalendar 365\u201d from the Dynamics 365 dashboard or app list from the header.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/Dynamics-365-dashboard-app-1.png\" alt=\"Dynamics 365 dashboard app\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Search_specific_activity\"><\/span>Step 2: Search specific activity:<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can search any activity from the activity calendar by selecting any of three fields of the activity: Subject, Regarding, and Description that details are inserted in the activities.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/three-fields-activity.png\" alt=\"three fields activity\" \/><\/p>\n<p>You can find only those activities containing specific text in the fields (Subject, Regarding &amp; Description)<\/p>\n<h3><span class=\"ez-toc-section\" id=\"By_Subject\"><\/span>By Subject:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Select the \u201cSubject\u201d in the search option to search the activities by inserting subject details.<\/p>\n<p><u>Ex<\/u>: The sales manager has an update regarding all sales meetings. The manager needs to find all the activities that have a meeting word in the \u2018subject\u2019 field and click on the \u2018search icon.<\/p>\n<p>Insert the text caption of the subject in the search text box that you want to search the activity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/search-activity-subject.png\" alt=\"search activity subject\" \/><\/p>\n<p>It will show the activities which have the \u201cmeeting\u201d keyword in their subject.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"By_Regarding\"><\/span>By Regarding:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>When you create an activity, you need to select the relevant records in the \u201cRegarding\u201d field that represent the matter\/person (CRM activities). You need to select the \u201cRegarding\u201d in the search option and insert the text caption of the \u2018Regarding\u2019 field that you want to search for the activity.<\/p>\n<p><u>Ex<\/u>: The sales manager wants to search for all the activities regarding \u201cFloria Berthon\u201d who is a Relationship Manager in the client\u2019s organization. The manager wants to know which activities \u201cFloria Berthon\u201d gets involved in.<\/p>\n<p>Insert the text caption as \u201cFloria\u201d and click on the \u2018search\u2019 icon.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/search-Floria.png\" alt=\"search-Floria\" \/><\/p>\n<p>It will show all the activities which have \u201cFloria\u201d selected as Regarding.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"By_Description\"><\/span>By Description:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Select the \u201cDescription\u201d in the search option to search the activities based on the details of the description field.<\/p>\n<p><u>Ex<\/u>: The sales manager wants to discuss with sales reps whose sales demos are scheduled. So the manager needs to type \u201csales demo\u201d to find all the activities which have a sales demo word in the details of the Description field.<\/p>\n<p>Insert the text caption of the Description that you want to search for the activity and click on the \u2018search\u2019 icon.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/04\/By-Description.png\" alt=\"By Description\" \/><\/p>\n<p>It will display all the activities which have a Sales Demo word in its description.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">AppJetty Calendar 365<\/a> provides two calendars: Resource Calendar and Customer Calendar. This search feature is available in both calendars.<\/p>\n<p>Hence, the sales manager can search the activities by selecting the fields and inserting the relevant keywords that are added in the fields (Subject, Regarding &amp; Description). It will be easy to get only those activities that the sales manager wants to track the details of any sales-related activities like appointments, upcoming events, board meetings, etc.<\/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>Searching the specific CRM activities is not easy when multiple activities are added to the calendar. You need to check all the activities one by one and that will take some time to search for the desired activity. Sometimes you need to modify the action plan or any scheduled sales activities. For that, you need&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/search-the-specific-activities-using-the-activity-fields-in-calendar-365\/\">Continue reading <span class=\"screen-reader-text\">Search the specific activities using the activity fields in Calendar 365<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5663,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Search specific activities easily using Calendar 365 filters","_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-5662","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>Search specific activities easily using Calendar 365 filters<\/title>\n<meta name=\"description\" content=\"Searching the specific CRM activities is not easy when multiple activities are added to the calendar. 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