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Calendar in Dynamics 365 CRM

  • 1.  Calendar in Dynamics 365 CRM

    TOP CONTRIBUTOR
    Posted 3 days ago
    Hello

    Is it possible for a group of staff to be able to create appointments and for there appointments all to be shown on one single calendar - i.e a group calendar - in Dynamics 365 CRM ?

    Any help, guidance, or ideas on this requirement would be received with much appreciation and many thanks.

    Kind Regards

    Nigel Cole

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    Nigel Cole
    CRM Administrator
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  • 2.  RE: Calendar in Dynamics 365 CRM

    TOP CONTRIBUTOR
    Posted 3 days ago
    @Nigel Cole - First, you could set up a Team to add these staff (users) to this team. Then, you could set up a custom System View to filter the Appointments where the Appointment Owners are members of the Team.

    Next, if you are using the new Unified Interface, you can add a Calendar Control to a specific view.  ​Open the View to edit it and click on "Custom Control" on the right.


    Under the "Custom Control" window, click on "Add Control" and choose the Calendar Control. Then set it up similar to below:

    After that, Save the update and publish the updates. Once updated, you can navigate to the custom view and it will displayed as a Calendar. It will look something like this:


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    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 3.  RE: Calendar in Dynamics 365 CRM

    TOP CONTRIBUTOR
    Posted 2 days ago
    Aaron - massive thanks for taking time out to advise me on this requirement in such detail. It's very much appreciated.
    Kind Regards
    Nige

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    Nigel Cole
    CRM Administrator / Developer
    West Suffolk College
    Bury St Edmunds
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