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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.

E-Commerce Delivery Trends to Zero in on, in 2021

The last year wasn’t just like any other year. It was full of panic, hustle, and uncertainty. The pandemic afflicted people across the globe. Now that vaccination drives have started in several countries, and people have got more cautious than ever, things are slowly back on track. Amid several industries that witnessed plummeting profitability, one industry has succeeded beyond expectations.

That’s the e-commerce industry!

This industry has seen a dramatic rise in terms of revenue and demand since Covid-19.

One of the important aspects that you can’t afford to ignore in e-commerce is the delivery part. If you have a strong delivery strategy in place for your e-store, you are sure to stay ahead of the curve. To handle the surge in online shopping, e-retailers have tweaked their delivery handling in different ways. These tweaks aim to make the delivery process easier and faster.

If you are also an e-store owner looking to strengthen your delivery strategy, here are the top delivery trends to keep an eye on.

1. Same Day + Next Day Delivery

Although not completely new, same-day + next-day delivery has become an even more pressing trend now. More people have turned to online shopping and expect delivery on the same day or within 2 days of order placement.

With e-commerce giants like Amazon, eBay, Walmart, etc., taking the lead, different small e-store owners are looking for the possibility of urban warehousing. The closer the fulfillment center is to the customer, the lower the delivery time will be. By building small warehouses within city limits, business owners can easily deliver products to people in the cities and on the outskirts. It also can help them save on investment in shipment charges as the distance between your fulfillment center and customers decreases.

2. Real-Time Package Tracking

Though the live tracking of products has always been important for e-stores, its demand has surged even more after Covid-19. Customers look forward to getting real-time updates about the products that they’ve ordered. The more accurate the real-time package-tracking is, the better the customer’s shopping experience will be. In the years to come ahead, providing last-mile tracking will no longer be an option but necessary.

3. Zero-Contact Delivery

With the fear of contacting COVID-19, people have started looking at the formalities to complete while receiving a package differently. Most of them try to avoid any contact with the delivery-person or any paper or device they hand out to sign on.

Instead, they prefer a fully contactless delivery. Big e-retail giants have already adopted this trend, and small e-retailers are following suit. Zero-contact delivery is going to be a popular trend for several years to come.

4. 3rd Party Logistics

Third-party logistics (3PLs) is becoming increasingly popular after Covid-19. Uber drivers, Amazon delivery services, etc., are now in high demand as they are easy to afford to manage inventories and carry packages. Outsourcing deliveries to a third-party logistics company can help a business reduce delivery expenses and focus more on core operations.

The demand for third-party shipping services is going to skyrocket further in the upcoming years. UPS, DHL, Australia Post, FedEx, etc., are some popular names in the list of third-party logistics companies.

5. More Control over Deliveries to Customers

Giving the reins in the hands of your customers is becoming increasingly necessary. Earlier, customers were not so particular about the delivery dates. However, over the past two or three years – and especially since the pandemic’s onset, customers’ preferences have changed. They want more control over their delivery in their hands.

That is why the freedom to pick a suitable delivery date and delivery time is in high demand. To enhance their shopping experience, customers also want to put in delivery comments if they have particular preferences.

So, if you also want to keep your customers engaged, you should offer the freedom to select a delivery date and time.

If you are looking to allow customers to choose delivery dates and timings, our Magento 2 Delivery Date extension can be the right fit for you. It is a ready-to-integrate and cutting-edge delivery date scheduler extension.

It lets you provide the freedom to choose a suitable delivery date and Magento 2 delivery time to customers. Customers can also write delivery comments and view a complete break-up of delivery charges that ensure transparency. You can display non-working days and holidays and even time-slots to customers to avoid any delivery complaints.

We have upgraded Magento 2 Delivery Date extension with more next-gen features in our ongoing efforts to enhance our clients’ experience.

Here are the latest features for you.

Delivery Date Selection based on Shipping Methods

As an admin, you can enable or disable delivery date selection for your customers based on the shipping methods they pick. You can also disable delivery date selection on the products with zero shipping fee.

Set Global or Product-Wise Order Processing Time

With Magento 2 Delivery Date extension, you can configure a store-level order processing time applicable on all the products from your store backend. You can configure the order processing time for individual products depending on your delivery arrangements if you want. Accordingly, you can display the available delivery dates to select for your customers.

Additional Delivery Charges

With Magento 2 Delivery Date extension, you can easily configure the additional delivery charges for certain situations. For example, you can set charges higher than average for same-day delivery or delivery on certain days like Christmas, New Year, etc.

Over to You

The Covid-19 pandemic has forced e-store owners to innovate their delivery strategy. If you haven’t revamped it yet, now is the time! Upgrade your e-store with the latest delivery trends and win the customers’ trust and loyalty.

Want us to help you with that? Integrate our Magento 2 Delivery Date Scheduler extension and make your store future-ready.

To integrate it or know more about it, you can get in touch with us at sales@appjetty.com.

Original Blog:  https://www.appjetty.com/blog/delivery-trends-zero-2021-and-ahead/

Posted 7 weeks ago