{"id":6141,"date":"2021-07-14T15:34:20","date_gmt":"2021-07-14T10:04:20","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=6141"},"modified":"2025-11-29T21:09:26","modified_gmt":"2025-11-29T15:39:26","slug":"how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/","title":{"rendered":"How to check activities without attendees or resources selection 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\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#Step_1_Navigate_to_the_AppJetty_Calendar_365\" >Step 1: Navigate to the AppJetty 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\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#Step_2_Enable_the_Unscheduled_Activities_from_the_Configuration\" >Step 2: Enable the Unscheduled Activities from the Configuration<\/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\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#Step_3_Unscheduled_Activities_option_on_the_calendar\" >Step 3: Unscheduled Activities option on the calendar<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#Step_4_AppointmentService_activities_without_RequiredResource_CRM_records\" >Step 4: Appointment\/Service activities without Required\/Resource CRM records<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#For_Appointment\" >For Appointment<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/#For_Service\" >For Service:<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>Managing the CRM activities such as appointments, tasks, sales meetings, calls, etc. are challenging tasks for the Sales Managers or DynamicsCRM users with administrative rights.<\/p>\n<p>There might be situations when you would have to manage sudden priority work in the schedule without knowing who attendees, person or team will require. You need to add any resources in that sudden priority work but you don\u2019t know what exactly resources are required.<\/p>\n<p>Dynamics CRM default calendar will have some limitations to manage the activities from the calendar. You need to configure by navigating different modules to display the activities on the calendar.<\/p>\n<p>AppJetty Calendar 365 app that integrates with Microsoft Dynamics CRM\/365 will provide the facility to manage, schedule, and track the CRM activities on the calendar itself. From Calendar 365, users can add the activities directly from the calendar itself without selecting the attendees or resources.<\/p>\n<p><i>Suppose, Roy Lance is a Marketing executive of kitchenware products. He goes to the field for product demonstration at Furniture retailers, Big malls, and new construction sites for marketing the products. Now, one furniture retailer shop schedules a meeting regarding the business deal, but he doesn\u2019t know who will be in that meeting. So, he will add an appointment activity in the dynamics calendar of Calendar 365 without selecting the required team\/person.<\/i><\/p>\n<p>Calendar 365 allows users to add Required &amp; Resource later for the Appointment and Service activities respectively. The activities with no attendee assigned will be listed as Unscheduled Activities.<\/p>\n<p>This blog will explain how to set CRM records of \u201cRequired\u201d &amp; \u201cResource\u201d by enabling the Unscheduled Activities option.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_the_AppJetty_Calendar_365\"><\/span>Step 1: Navigate to the AppJetty Calendar 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Open 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\/07\/AppJetty-Calendar-365.png\" alt=\"AppJetty Calendar 365\" \/><\/p>\n<p>You will find the \u2018Settings\u2019 (gear) icon to configure Calendar 365 settings and make the calendar view as you want from the top-right side corner.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/AppJetty-Calendar-365-2.png\" alt=\"AppJetty Calendar 365-2\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Enable_the_Unscheduled_Activities_from_the_Configuration\"><\/span>Step 2: Enable the Unscheduled Activities from the Configuration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>From the \u201cConfiguration\u201d tab, scroll down and navigate to the Unscheduled Activities section. To get the list of the activities that are added without assigning the CRM records of Regarding or Resources, \u2018Active\u2019 the Unscheduled Activities option.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Unscheduled-Activities.png\" alt=\"Unscheduled Activities\" \/><\/p>\n<p>By enabling the \u2018Unscheduled Activities\u2019 option, click on the Save button to save the changes<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Unscheduled_Activities_option_on_the_calendar\"><\/span>Step 3: Unscheduled Activities option on the calendar<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Navigate to Calendar 365 and click on the \u2018Refresh\u2019 icon to apply the changes of Calendar 365 configurations.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Unscheduled-Activities-2.png\" alt=\"Unscheduled Activities-2\" \/><\/p>\n<p>Once you refresh the calendar, you will get the \u201cUnscheduled Activities\u201d icon.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Unscheduled-Activities-3.png\" alt=\"Unscheduled Activities-3\" \/><\/p>\n<p>By clicking on it, you will get the popup named \u201cUnscheduled Activities\u201d. You will get the listing of the Unscheduled appointments and service activities without attendees and assigned resources respectively.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Unscheduled-Activities-4.png\" alt=\"Unscheduled Activities-4\" \/><\/p>\n<p>You will get the list of activities for the current month. You can filter the list of activities.<\/p>\n<p>1. Date Range: Filter the listing as per the date range.<\/p>\n<p>2. Activity Type: Get the unassigned Required &amp; Resource as per the selection of Appointment &amp; Service respectively.<\/p>\n<p>3. Search the specific activity by inserting the Text label of Title, Subject, or Owner.<\/p>\n<p>In our example, <i>a Marketing Executive (Roy Lance) has added the Appointment activity without assigning the attendees that will be listed in the Unscheduled Activities. Whenever the attendees are finalized, he or his manager can assign the \u201cRequired\u201d CRM records from the Unscheduled Activities listing.<\/i><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_AppointmentService_activities_without_RequiredResource_CRM_records\"><\/span>Step 4: Appointment\/Service activities without Required\/Resource CRM records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"For_Appointment\"><\/span>For Appointment<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Suppose, you get the updates there will be a business meeting with the client, but you don\u2019t know who will be in the attendees\/team (Required).<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment.png\" alt=\"For Appointment\" \/><\/p>\n<p>So, an Appointment activity is created without Required (attendees) and it will be listed in the Unscheduled Activities list. The list will show all the appointments that don\u2019t have any required attendees assigned.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment-2.png\" alt=\"For Appointment-2\" \/><\/p>\n<p>From the list select the activity to set the Regarding and click on the Set Required button. You can also select multiple activities and set the Required for all.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment-3.png\" alt=\"For Appointment-3\" \/><\/p>\n<p>By clicking on the \u201cSet Required\u201d button, (1) the popup will appear to set \u201crequired\u201d for appointments. By clicking on the \u2018search\u2019 icon, (2) you will get the \u201cLook Up Records\u201d popup to select the required CRM Records for the appointment activity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment-4.png\" alt=\"For Appointment-4\" \/><\/p>\n<p>After selecting the \u201dRequired\u201d CRM records, click on the Add button to assign the attendee to the selected appointment activities.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment-5.png\" alt=\"For Appointment-5\" \/><\/p>\n<p>By clicking on the Save button, the selected attendees will be added to the appointment activity and you will get a message that the Required field is set for the activity.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Appointment-6.png\" alt=\"For Appointment-6\" \/><\/p>\n<p>Once the Required field is set, the activity will be removed from the Unschedule Activities.<\/p>\n<p><i>Hence, Roy (Marketing Executive) has created an appointment activity as he gets the confirmation from the client. So later, his manager who is handling the marketing and other activities from Calendar 365, can check unscheduled activities and assign the attendees (Required field) for the Appointment activity or assign the resource for the Service activity<\/i><\/p>\n<h3><span class=\"ez-toc-section\" id=\"For_Service\"><\/span>For Service:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Similarly, you can add the Service activity without the \u201cResource\u201d field.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Service-1.png\" alt=\"For Service-1\" \/><\/p>\n<p>That activity will appear in the Unscheduled Activities list. All the service activities that don\u2019t have resources assigned. You can select multiple activities if the resources are the same.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Service-2.png\" alt=\"For Service-2\" \/><\/p>\n<p>After selecting the activities, click on the Set Resources button and the \u201cLook Up Records\u201d popup will appear to select the CRM records for the Resource.<\/p>\n<p>After selecting the Resources and by saving the assigned resources, you will get the message that the resource is set.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/For-Service-3.png\" alt=\"For Service-3\" \/><\/p>\n<p>In this way, the DynamicsCRM users can easily create the Appointment activity without assigning the attendees (Required field) and Service activity without assigning the Resources on an immediate basis. Later, they can check the Unscheduled Activities and update them.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">AppJetty Calendar 365<\/a> plugin is compatible with Microsoft Dynamics 365 (online and on-premises). Manage all your activities including tasks, recurring appointments, phone calls, service and campaign activities, etc right from your Dynamics CRM.<\/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 just click on \u201cContact Us\u201d.<\/p>\n<div class=\"buttons-row\">\n<p><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/contacts\/\">Contact Us<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managing the CRM activities such as appointments, tasks, sales meetings, calls, etc. are challenging tasks for the Sales Managers or DynamicsCRM users with administrative rights. There might be situations when you would have to manage sudden priority work in the schedule without knowing who attendees, person or team will require. You need to add any&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-check-activities-without-attendees-or-resources-selection-in-calendar-365\/\">Continue reading <span class=\"screen-reader-text\">How to check activities without attendees or resources selection in Calendar 365?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":6142,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Check Activities Without Attendee Selection in Calendar 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