{"id":5804,"date":"2021-05-11T18:07:40","date_gmt":"2021-05-11T12:37:40","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5804"},"modified":"2025-11-29T16:33:54","modified_gmt":"2025-11-29T11:03:54","slug":"all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/","title":{"rendered":"All About Business Unit wise CRM activities with Dynamics CRM Calendar app"},"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\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_1_Create_a_Business_unit_from_the_Dynamics_CRM\" >Step 1: Create a Business unit from the Dynamics CRM<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_1A_Click_on_the_%E2%80%98Advanced_Settings\" >Step 1[A]: Click on the \u2018Advanced Settings\u2019.<\/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\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_1B_Click_on_the_%E2%80%98Security_under_the_Settings\" >Step 1[B]: Click on the \u2018Security\u2019 under the Settings.<\/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\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_1C_Create_and_Manage_your_Business_Unit\" >Step 1[C]: Create and Manage your Business Unit<\/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\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_2_Navigate_to_the_AppJetty_Calendar_365\" >Step 2: Navigate to the AppJetty Calendar 365<\/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\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_2A_Enable_the_Team_from_configuration\" >Step 2[A]: Enable the Team from configuration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/#Step_2B_Open_Resource_Calendar\" >Step 2[B]: Open Resource Calendar<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Starting with the basic definition, a business unit is a logical grouping of related activities that includes all the user access rights. It also provides access to records that are owned or shared with other users who belong to the same business unit.<\/p>\n<p>Microsoft Dynamics CRM provides functionality to manage different business activities from the CRM side to make workflow more productive and effective. This business unit concept is at the core of the security model of Dynamics 365 much like a hierarchical structure.<\/p>\n<p>The DynamicsCRM users with administrators can track all the processes and most importantly, focus on the deadline. AppJetty Calendar 365 is a Dynamics 365 app to manage the work activities, meetings &amp; appointments from its activity calendar. It will help to organize the activities as per the different business units and get those activities on the AppJetty calendar.<\/p>\n<p>Suppose there is a Manufacturing company that offers networking cables and equipment to supply to the customers in IT fields, education firms, etc. So, the general manager of that company will focus and track the activities of the manufacturing unit, products &amp; dispatch and also check the activities on the supplies unit.<\/p>\n<p>In Calendar 365, there is an option in the configuration of Calendar 365 to enable the Business Unit resource. By enabling that option, it will show activities according to the selected unit and their respective system users. So, the general manager gets all the activities like pending, ongoing, and upcoming activities on the activity calendar business unit-wise and takes some necessary actions if required based on the status of the activities and work tasks.<\/p>\n<p>In this blog, we will show you how to create a Business unit from the CRM and manage activities accordingly with AppJetty\u2019s activity calendar.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Create_a_Business_unit_from_the_Dynamics_CRM\"><\/span>Step 1: Create a Business unit from the Dynamics CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you are a general manager or admin user of any organization with Dynamics CRM administrator rights who also manages the CRM records, you can manage different business units with a child unit from the CRM itself.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_1A_Click_on_the_%E2%80%98Advanced_Settings\"><\/span>Step 1[A]: Click on the \u2018Advanced Settings\u2019.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Advanced-Settings-01.png\" alt=\"Advanced Settings\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_1B_Click_on_the_%E2%80%98Security_under_the_Settings\"><\/span>Step 1[B]: Click on the \u2018Security\u2019 under the Settings.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>From here, you can access settings for the Users, Fields, and Business units.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Security-access-settings.png\" alt=\"Security access settings\" \/><\/p>\n<p>Under the Security, you will get many options, click on the \u201cBusiness Unit\u201d to create &amp; manage a different parent and its child units.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Business-Unit-03.png\" alt=\"Business Unit-03\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_1C_Create_and_Manage_your_Business_Unit\"><\/span>Step 1[C]: Create and Manage your Business Unit<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>By clicking on the Business Unit, you will navigate to the list of Teams. From here, you can manage the existing Teams if any, or create a new team as per your requirement.<\/p>\n<p>By clicking on the New button, you can add a new Business unit by selecting the required CRM records (Users, Teams, etc.) for that unit.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Create-and-Manage-your-Business-Unit.png\" alt=\"Create and Manage your Business Unit\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Create-and-Manage-your-Business-Unit-02.png\" alt=\"Create and Manage your Business Unit\" \/><\/p>\n<p>Once you create &amp; configure the business unit for specific work tasks, now they can get the Business Unit as resources in AppJetty\u2019s activity calendar and get the business unit-specific activities on the calendar.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Navigate_to_the_AppJetty_Calendar_365\"><\/span>Step 2: Navigate to the AppJetty Calendar 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, navigate to Calendar 365 to manage and track the CRM activities of the team members.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Calendar-365-to-manage-and-track.png\" alt=\"Calendar 365 to manage and track\" \/><\/p>\n<p>From the top-right side corner, you will find the Settings (gear) icon to configure Calendar 365.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Settings-configure-Calendar-365.png\" alt=\"Settings configure Calendar 365\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2A_Enable_the_Team_from_configuration\"><\/span>Step 2[A]: Enable the Team from configuration<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>By clicking on the Calendar 365 settings, the new tab will open from there you can configure Calendar 365 settings.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Team-from-configuration-Enable.png\" alt=\"Team from configuration Enable\" \/><\/p>\n<p>By scrolling down, you will find the Business Unit option. Check the checkbox to enable the \u201cBusiness Unit\u201d on the activity calendar.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_2B_Open_Resource_Calendar\"><\/span>Step 2[B]: Open Resource Calendar<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Now, navigate to Calendar 365. If you have enabled the Business Unit from the Calendar365 configuration, it will show the \u201cBusiness Units\u201d in the Resource dropdown.<\/p>\n<p><b>Note<\/b>: The \u201cBusiness Units\u201d resource is only available on the \u201cResource Calendar\u201d.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Open-Resource-Calendar-09.png\" alt=\"Open Resource Calendar\" \/><\/p>\n<p><b>Resources<\/b>: Select the relevant resource to get the activities on the activity calendar. Here \u201cBusiness Units\u201d is selected.<\/p>\n<p>It will show a drop-down list of all the business units of the CRM which has been configured from the CRM side.<\/p>\n<p><b>Business Units<\/b>: It contains all the Business units of DynamicsCRM.<\/p>\n<p>Here the general manager will get all the units that are created from the CRM side (Settings \u2192 Security \u2192 Teams)<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Business-units-of-DynamicsCRM.png\" alt=\"Business units of DynamicsCRM\" \/><\/p>\n<p>Now, once the business unit is selected, it will show all the Users\/Teams which belong to the selected Business unit.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/show-Users-and-Teams.png\" alt=\"show Users and Teams\" \/><\/p>\n<p><b>Users\/Teams<\/b>: It contains all the users\/teams of the selected business unit.<\/p>\n<p>With the help of Business unit resources, users can filter out activities of users who belong to the same business unit.<\/p>\n<p>So with the help of Business Unit resources you can see any business unit\u2019s activity.<\/p>\n<p>So, it will display activity according to the business unit.<\/p>\n<p><b>Final Words<\/b><\/p>\n<p>In this way, any CRM users having Dynamics 365 administrator rights can manage the Business units from the CRM side by selecting the required CRM records in the unit. <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">Dynamics CRM Calendar 365<\/a> helps them to track &amp; manage all business process-related activities from its activity calendar and perform many different actions to streamline the workforce.<\/p>\n<p>If you want to know about any feature regarding AppJetty Calendar365, feel free to reach out to us at sales@appjetty.com or you can also tweet at us at <a href=\"https:\/\/twitter.com\/appjetty\">@appjetty<\/a>.<\/p>\n<div class=\"read-case button-cta\"><a class=\"outer-btn contact-form-popup\" href=\"#contact_form_pop\">Request Demo<\/a><\/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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Starting with the basic definition, a business unit is a logical grouping of related activities that includes all the user access rights. It also provides access to records that are owned or shared with other users who belong to the same business unit. Microsoft Dynamics CRM provides functionality to manage different business activities from the&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/all-about-business-unit-wise-crm-activities-with-dynamics-crm-calendar-app\/\">Continue reading <span class=\"screen-reader-text\">All About Business Unit wise CRM activities with Dynamics CRM Calendar app<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5805,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Manage Business Unit CRM Activities with Dynamics Calendar","_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-5804","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>Manage Business Unit CRM Activities with Dynamics Calendar<\/title>\n<meta name=\"description\" content=\"Starting with the basic definition, a business unit is a logical grouping of related activities that includes all the user access rights. 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