Calendar 365 For Dynamics CRM
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 Subject of the Activity along with the Start Date and End Date of the activity.
- 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.
Secure & Stable
- 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.
Amazing plugin to manage all the day-to-day activities. The best thing is that you can have an overview of the activities of all your team members.
Huge time saver!
I am using this add-on for one of my clients who needed the ability to schedule resources in D365 in an efficient manner- every click counts. Since the Service Calendar is deprecated in D365 and my client felt that the Field Service module wasn't a good fit, we searched for a third party app that was configurable, easy to install and intuitive to use. Appjetty developers were fantastic to work with, they made several tweaks to their baseline product based on my client's requirements and provided us with an app which streamlined the scheduling process in D365.
The plugin in an efficient tool to integrate with your Microsoft CRM as the features let you manage your store functions in a much organized way and most importantly in a timely fashion.
The plugin helps in managing your tasks better by letting you customize your tasks on priority basis. I strongly recommend it to store owners who want a clear cut view of their team members’ ongoing tasks.
The most important feature is the notification for saved events which keeps your work timely and helps you reach deadlines without missing them.
Enhance the management capacity of your store by installing the All in One Calendar for Dynamics CRM as you can keep a constant watch on the tasks of your employees with the help of the plugin. It’s good product for store owners with Microsoft CRM.
What versions of Dynamics CRM are supported?
The plugin is compatible with Microsoft Dynamics 365 (online and on-premises).
Can you customize the plugin as per my requirement?
Definitely. You can share your customization request at firstname.lastname@example.org.
Do you provide demo?
Yes, we do. You can view the demo by clicking on "Test Drive"
Do you have a refund policy?
Yes. You can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.
Is the plugin supported on all browsers ?
This plugin provides support for Edge (v12 and above), Firefox (v29 and above), Chrome (v33 and above), Safari (v7.1 and above) and Opera (v20 and above).
Who can set default configuration settings?
Only System Administrator can set default configuration settings.
Does it allow printing multiple views of the Calendar?
Yes, the plugin has the feature of “Print Calendar” by which you can print the calendar in the multiple views.
Does it allow creating an activity event from the Calendar?
Yes, the user can click or select timeline to create an event of any activity on the calendar.
Can I update an event from the Calendar?
Yes, you can update the event by dragging and dropping it in the calendar. It also allows resizing event time. A user can also edit an activity in Calendar 365 by clicking on the event in the calendar.
Can I view activities based on their status from the Calendar?
Yes, you can view activities as per their status. The possible status of task can be: Open, Scheduled, Completed and Canceled.
Does it allow showing holidays in Calendar?
Yes, you can display the holidays in the Calendar of the country specified by the admin via Default Configurations.
How can I generate Google API Key for displaying Holidays?
To generate Google API Key for displaying Holidays in the Calendar, refer to https://console.developers.google.com/apis..
Does it provide a reminder of the activity?
Yes, the plugin provides the reminder of the activity through a notification.
Does it allow Activity Details viewing from the calendar?
Yes, you can view the activity details by hovering the mouse on the activity from the calendar.
Does it allow customizing the appearance of the activities to be displayed in the calendar?
Yes, the Admin user can customize the appearance of the activities to be displayed in the calendar as per the requirements.