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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.

Fashion App: The Future of Online Fashion Industry

The fashion industry is undergoing a big-time digital transformation that no one can afford to ignore. Well, here’s a stat to corroborate my statement.

Fashion eCommerce is forecast to reach a market size of $100.3 bn by the end of 2025.

So, it’s evident that the online fashion retail industry is never going to look back. Thus, most of the fashion retailers have already turned online or are planning to go online soon.

While a website is indispensable for the online fashion business, does it suffice today? The answer is NO. A cross-platform fashion app for Android and iOS is a must to accompany it.

If you ask why you need a fashion app for Android and iOS, the answer lies in its benefits. So, if you are a fashion retailer or thinking of becoming one, here’s a post for you. By the end of this post, you’ll learn how a fashion app can augment your online fashion retail business. You’ll also get clarity on how to build a fashion app and more.

Advantages of a Fashion App

  • Increased Brand Awareness and Visibility

If you have a fashion app, you get an edge over other online fashion retailers. This is because a mobile app helps you boost your brand awareness and visibility. Marketers are always on the hunt for new platforms to advertise their brands, products, and services.

With a feature-rich fashion app for Android and iOS users, they can get help making the target audience notice your brand easily. Every time a user unlocks their phone, they can view your brand’s logo. Over time, your logo becomes your identity, and people start recognizing your brand with your logo. Hence, both visibility and awareness go high.

Looking to boost your brand awareness and visibility with a powerful cross-platform fashion app for Android and iOS? Our MageMob App Builder can come in handy to serve the purpose.

  • On-the-Go Access

In comparison to a website that may need timely maintenance or repair, a fashion app for Android or iOS is likely to need it less frequently. This is why a fashion app rarely goes slow or down, and customers can access its features on the go.

When customers get to use your fashion app for Android and iOS anytime they like, they are more likely to shop from you. As time passes, the number of your fashion app users increases and helps bring more traffic and sales.

  • Helps Build Customer Loyalty

If you build a fashion app for Android and iOS users, it helps you build customer loyalty. Once your customer downloads your app, they would more likely use an app instead of your website to make purchases due to convenience.

If you tailor your app to personalize their shopping experience by including the latest features, it will boost your customer loyalty in the long run.

Want to build customer loyalty fast with a futuristic fashion app for Android and iOS? We can help you out.

  • Enhanced Shopping Experience

A well-optimized fashion app increases the convenience of online shopping with the “tap and swipe” functionality. This way, a cross-platform fashion app for Android and iOS platforms helps enhance customers’ shopping experience more than a site.

  • Improved Customer Retention

A website may not be as effective as retaining customers as a fashion app is at times. A customer goes on your site, makes a purchase, and forgets! The same is not the case with a mobile app.

There are push notifications that you can leverage to engage and re-engage customers via your app. When your app users view a relevant push notification (say an offer, sale, etc.), the chances are high that they open your app. Push notifications are a means to keep reminding your customers about your existence.

Besides, there are back-in-store alerts that you can avail of to bring back your customers. If customers don’t find a product they like available in your store, they abandon the store. However, with back-in-store alerts via apps, you can notify your customers when the product is available again. Back-in-store alerts not only help you decrease your cart abandonment rates but also improve the retention rate of permanent customers.

  • Location-Based Targeting

A fashion app also enables you to harness the power of location-based targeting. You can collect customers’ data, their demographic details, purchase patterns, and preferences. All this data can tailor your products to suit your target customers in different regions or countries. You can also tap into local festivals of a region or country by offering region-specific discounts on your app. This also helps you increase your outreach to different regions’ customers better and efficiently.

All in all, location-based targeting, if done rightly, can bring good results in less time.

  • App-Specific Offers and Discounts

Unlike a website, you can engage your customers in more ways with your fashion app. A good way is app-specific offers and discounts. Humans tend to appreciate anything that they get at a lower price or with some benefits.

You can choose to provide some app-specific offers and discounts to your app users. This encourages them to download your app, and more importantly, keep it after the initial purchase.

For example, you can give a discount on the first purchase to a new customer to your app and is making their first purchase. Similarly, you can start a loyalty program to give some reward points for every purchase made via the app.

These strategies help you stand out among any other fashion brand that doesn’t have a fashion app for Android and iOS.

  • Enhanced Social Media Visibility and Cross-Channel Marketing

By integrating functionalities like in-app messages, comments, photo-sharing, and social media login, you can enhance your social media visibility. A fashion app with social media integration can help you tap into social media’s potential and drive more traffic to your app and site from there. It can also help spread good word-of-mouth via your app reviews and social sharing of products.

How to Build a Fashion App

When it comes to building a fashion app for Android and iOS, there are two ways to do that.

The traditional way generally involves the following steps – hiring a developer, conveying your requirements, getting iterative updates, reviewing the final app, and publishing it after everything is fine. While the process sounds too easy to follow, it may not be that easy, especially for start-ups or amateurs with budget and expertise limitations.

Nevertheless, there is another way out – faster and more cost-effective.

Use a fully scalable, customizable, pre-built, ready-to-integrate, and cross-platform framework to develop your fashion app for Android and iOS. And our Magento App Builder can be the ideal choice for that.

Launch Your Fashion App in Just 48 Hours with MageMob App Builder

Our MageMob App Builder for Magento comes with support for all the native app features you seek. Be it user profile management, seamless navigation, one-tap checkout, you get it all under one roof.

To add to your joy, it is fully scalable and you can edit and update functionalities in real-time without any hassle. The cherry on top is the high ROI you get due to a minimum investment. We ensure that people recognize your app as yours, not someone else’s. For that, we provide a white-label app development service where we develop and hand it over. Once launched, it’s all yours – by name and fame. We won’t claim any stake and credit – nope!

Coming to mobile-specific features, our Fashion App Builder provides them all. Appealing product showcase, wishlist, social reviews, referral programs, and more.

So, what are you waiting for? Now that you know how to make your own clothes app, now is the time to make it happen with us by your side.

You can check out our Fashion App Builder, and you can get in touch with us to integrate it.

Original Blog: https://www.appjetty.com/blog/fashion-app-for-android-future-online-fashion-industry/

Posted 7 weeks ago