Calendar 365 For Dynamics CRM
A Dynamics Calendar 365
For All
Managing all your customers, appointments, meetings, etc., in your Dynamics CRM while keeping a separate calendar? Not anymore! We have the perfect calendar plugin to go with Dynamics CRM. A calendar that gives you an overview of the team's scheduled, ongoing, and completed activities with the support of PowerApps (CDS). Make your days more productive by starting with us today!
Calendar 365: A powerful alternative to Calendly for Dynamics 365
Calendar 365 is a tailor-made scheduling platform and end-to-end activity management solution with entire progress monitoring. It is a plugin within Dynamics 365, so you can be worry-free about your data and from managing multiple 3rd party integrations. You just need to enable your business hours and event types, Calendar 365 will manages the slots dynamically. Save more time, Avoid delays and Perform better!
Our Customers
Remarkable Features
Create & Manage Multiple Activities
Create & Manage Multiple Activities
No more managing multiple calendars and forgetting events, email follow-ups, etc. Create, edit and copy CRM activities as well as custom activities.
Quick Multiple Actions
Activity Filtration
Resource Scheduling
Productive Calendar Views
Drag & Drop to Reschedule
Meeting Link Sharing
User-level Configuration
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Create & Manage Multiple Activities
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Quick Multiple Actions
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Activity Filtration
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Resource Scheduling
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Productive Calendar Views
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Drag & Drop to Reschedule
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Meeting Link Sharing
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User-level Configuration
Compatible With Mobile Devices
Manage your time and all tasks, activities, and appointments seamlessly from anywhere and everywhere with our mobile-compatible Dynamics Calendar 365 plugin. You can access our plugin in model-driven apps, unified user interface, web, mobile, and tablet.
Points to Note
- While creating the activity in Calendar 365, the user should enter the Activity's subject along with the activity's start date and End Date.
- Calendar 365 will synchronize activities directly with the ‘Activities Module’ in CRM.
- Enable popups from the CRM side.
- Users must have rights to the activity entity.
- Clicking on the ‘Refresh’ button from Calendar 365 will refresh all activities in the calendar.
- Dynamics 365 Online and On-premise.
Change Log
- Create working hours for every calendar
- Added meeting link feature to share meeting links with customers
- Create multiple calendars for the same entity with different filters like an owner, customer, or any custom field
- Color code entity data for different fields
- Create, update, delete, drag-drop, and resize entity records timeline directly from the calendar
- Create a calendar using different custom fields
- View custom and Google Calendar holidays in Entity Calendar
- Updated and simplified UI/UX for the calendar configuration
- Improved email reminders for all the actions
- Drag & drop, resize entity record in Entity Calendar
- Create, edit and copy Entity Record feature
- Add Auto Refresh functionality
- First half and Second half holiday Feature
- Status wise filter in Entity Calendar
- Quick Create Entity Record feature in Entity Calendar
- Holiday support in Entity Calendar
- Configure Enable/Disable user level configuration
- Manually create user level configuration
- Auto Follow-Up appointment activity creation
- Added user level configurations for the calendar
- Updated UI/UX of calendar configuration
- Added multiple file upload for custom holidays feature
- Added filter created leaves with multiple filters
- Added saved calendar view feature in Entity Calendar
- Added CRM quick create feature in calendar
- Added multi-language file upload support
- Added control for drag and drop operation and new activity creation
- Added entity calendar feature to create calendar over different entities
- Send email to required/optional attendees while creating appointments
- Added work report feature to view number of activities for each user
- Ability to assign default required/optional record for appointment
- Dynamically manage calendar start date and end date
- Configure time format in either 12 hr or 24 hr format
- Leave request and approval from the calendar
- Desktop notifications
- Added View Activities In Resource Scheduler View Feature
- Added Withdraw available slot in Resource Scheduler View Feature
- Added Conflict And Resource Availability management with details Feature
- UI/UX Update
- Owner wise colorize activity
- Add Business Unit as Resource
- Set time slot in Day/Week/N day view
- All Day Event For appointment
- Share calendar view with team
- Select Owner for Create/Update/Copy Activity
- Added Resource Scheduling/Working Hours Feature
- Added Dynamic Date & Time Format Feature
- Added Multiple language calendar and datetime picker labels feature
- Add resource booking - scheduling board for field service & project service automation
- Add notes to the any activity
- Highlight expired activities (overdue activities)
- Enable or Disable read only option for custom activities
- Provided saved calendar view selection on calendar page
- Minor UI/UX Changes
- Added custom entity
- Two calendars will be there: Resource calendar and Customer calendar
- Added functionality to display activity color by status or priority
- Added functionality to search activity by Subject/Regarding/Description
- Added Title format selection for Calendar
- Added functionality to set Default Regarding entity for each user
- Added Title Attribute selection for activities
- Added functionality to set Default calendar
- Added functionality to move Shared Calendar to Saved Calendar list
- Added Campaign activity and Recurring appointment support
- Added facility/equipment as resources to manage customer activities
- Added Slot Duration option for TOP-Down View
- Added dynamic Tool tip and popup details Attributes selection for activities
- Added dynamic Button Configuration/Selection for activities
- Added Unscheduled Activities and Conflict Management
- Added Location Suggestion
- Added functionality to Edit and Copy activities from calendar
- Added functionality to save public and private calendars
- Added functionality to share and update saved calendars
- Added Search activity by subject functionality
- Added functionality to add regarding for multiple activities from calendars
- Added Functionality to Complete or Cancel activities from calendar
- Added Mobile Support using Unified User Interface
- UI Enhancements
- The name changed from All in One Calendar to Calendar 365
- Track/view & schedule customer activities related to Opportunity, Lead, Case, Quote, Sales Order & Invoice modules
- Added Contacts & Accounts as resources to manage customer activities
- Minor Bug Fixes
- UI Enhancements
- Added activity grid
- Added activity filtration
- Added activity export options
- Added service activity
- Functionality to save calendar, view calendar
- Functionality to convert all activities to opportunity
- Functionality to convert all activities to case
- Functionality to convert email activity to lead
- Functionality to share event details in email
- Functionality to re-assign event to user
- Functionality to delete event
- Multi Language Support
- Minor Bug Fixes
- UI Enhancements
- View Holidays for the specified country
- Receive reminders for the activities even through the Email Notifications
- Easily view the activities as per their statuses in All In One Calendar
- Create and Manage Custom Activities as per the need
- See all the Calendar Views in Day Span View as well
- Easily Share Activities like Appointments, Email, Fax, Letter, Phone Call and Custom Activities with related resources
- Easily Manage Attachments with activities like Emails, Appointments and Custom Activities
- All In One Calendar has been Released.
Documents
Find your answers on our YouTube Channel
General FAQs
Yes. You can refer to our refund policy by clicking on the following URL
refund policy.
Technical FAQs
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