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How to Create Multiple Views in Dynamics Calendar

How to Create Multiple Views in Dynamics Calendar

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM).

Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors.

Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential.

Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month.

Steps to create multiple views in Dynamics Calendar:

Step 1: Go to Settings → Customizations → Customize the System

Dynamics settings customizationCustomize the system

Step 2: Select Entities → Appointment

Select entities appointments

Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”Select calendar control

Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

Configure display settings

Step 5: Click on save -> Publish All Customizations

Publish all customization

After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to your usage.

Day ViewMonth View

Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’s calendar.

Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to your stack.

You can browse for such a solution on MS AppSource and choose the one which fits your requirements.

In this blog, we’ve taken Calendar 365, a Dynamics CRM Service Calendar, to show multiple calendar views that you can create and benefit from.

There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities.

Calendar 365 comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers.

Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, and Views.

To create a unique view, navigate to Views drop-down list. Then select the view according to your requirement.Views

There are four types of views of Calendar 365 and they are as follows:

– Top Down View

– Gantt View

– Timeline View

– Agenda View

Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

Top Down View

– This view provides you a Top Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected by you.

– In addition, you can view the calendar in Top Down View in the Day and Week view format.

Day View:

– You can see the activities for the day in the Top Down View.

Day View

Day Span View:

– You configure the number of days from default configurations in Day Span View of Top Down view.Day Span ViewWeek View:

– You can see the activities for the week in the Top Down view as well by selecting the ‘Week’ option.

Week View

– Similarly, in Month View, you will see the details month wise with the dates.

Gantt View

– Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates.

– You can view the Resources or Customers in top down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendar view.

– In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurations page).

– In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Month format.

Day View
Day Span ViewWeek ViewMonth View

Timeline View

– A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in Customer Calendar.

– In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

Day View

Day ViewWeek ViewMonth View

Agenda View

– An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per your requirement.

– In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

Day View

Day Span View

Week View

Month View

There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multiple processes.

Original Blog: https://www.appjetty.com/blog/how-to-create-multiple-views-in-dynamics-calendar


AppJetty

Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.

How to Convert a Magento Online Store to Mobile App

So, you have started your Magento 2 store. That’s great! You could reach a wide audience and create global awareness of your product. However, having an eCommerce website is not enough. In a mobile-oriented world, your goal should be to take your business to your customers’ pocket. Yes, I mean by a mobile app. A Magento 2 mobile app will help you provide your customers with a personalized experience. 

According to the reports, by 2021, the mobile apps market will grow to $98.3 billion. Want to be a part of this market share? If yes, you must go for a mobile app Magento 2 specific. If no, well, you’re at a loss then.

However, developing an app won’t be easy. You can use the app builder, but still, you would require some professional help. So, here are some tips that will help you convert your e-store to a mobile app.

Mull Over the Ways

There are two ways to build your Magento 2 mobile app. One is to hire a development team and develop your app from scratch. While doing so, you’ll have to explain your objectives, purposes, requirements, check the designs, be in constant touch with the team, test the app, etc.

The second option is to opt for an app builder. There are many readily available extensions, such as Magento 2 app builder that helps customers launch their eCommerce app in no time. These builders are designed to automatically extract your store data and convert it into an app.

The best thing is you can even customize it. If you feel like the features are unsatisfactory, you can customize the extension according to your requirements. 

Therefore, depending on your requirements, choose whether you would go for custom development or use the readily available mobile app Magento 2 extension. 

Build User Interface

After choosing the development method, you need to design your mobile app. Just replicating your website in an app is not enough. You need to think about responsiveness, screen size, how the interface looks, etc. 

Moreover, there might be a lot of elements on your website, but on a small screen, you need to be organized and keep the space decluttered. So think about it and remove unnecessary options from the screen.

Also, make sure that the navigation pages on your mobile app are less than the website. Customers don’t like scrolling too much. For them, a mobile app means a direct solution to the problem. 

Therefore, your app navigation should be simple, and smooth. Add all the categories and sub-categories on the top.

Work on the Checkout Process

Do not make your checkout process lengthy. Customers get sick of lengthy questions, registration, and detailed descriptions before the final purchase. If they find that in order to purchase a product, they have to navigate 3-4 pages, they are likely to abandon the product. 

So, keep your checkout process simple. Use an alternative approach to extract information. Ask users to log in from their Google or social media accounts. This way, they can check out in one go, and you can collect the information.

Also, offer your users with features to save their details for future purposes. By doing so, you can make the purchase quickly in a few steps. 

If you don’t want to increase your cart abandonment rate, ensure that you have a streamlined checkout process.

Check the structure of your Magento 2 mobile app. Make sure it’s streamlined and secure. 

And finally, partner with a Magento 2 development company. You can even go for a readily available extension and develop your app on your own.

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Summary

This article provides you with tips to convert your Magento e-store to a Magento 2 mobile app. Keep reading!

Posted 9 weeks ago