Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Marketing Calendar

  • 1.  Marketing Calendar

    Posted Dec 20, 2019 08:58 AM
    Looking for suggestions on a marketing calendar. I know the Marketing Module has one, but you must add it to all the entities which can take time if you to do things like color code by entity, etc. Also, that calendar will only apply scheduled items within those entities and we are looking to have a complete calendar for all marketing projects, including those that are performed outside of the CRM system. Does anyone have any suggestions?

    ------------------------------
    Janet Glass
    Marketing Manager
    Elanders Americas
    Davenport IA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Marketing Calendar

    Posted Dec 23, 2019 07:47 AM
    ​ClickDimensions recently released a Marketing calendar to display campaigns, campaign automations, bulk text messages, events and social posts by their associated or scheduled dates.  Here's an overview: https://support.clickdimensions.com/hc/en-us/articles/360035165012

    ------------------------------
    Dean Devin
    Marketing Analyst
    Organized Living
    Cincinnati OH
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Marketing Calendar

    Posted 16 days ago
    Hii , Janet Glass
    I am suggesting you can try calendar 365 for dynamicscrm. Their are all functionality which are you looking for.

    Such feature that help you.
    1. Improved Activity Management
    2. Shared Calendar
    3. Resource Management
    4. Manage Custom Activities
    5. Fully Configurable
    6. Multiple Saved Calendars
    7. Create & Manage Multiple Activities
    8. Quick Multiple Actions
    9. Activity Filtration
    10. Productive Calendar Views







    ------------------------------
    www.appjetty.com/dynamics-crm.htm
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role