Customer Engagement & Dynamics CRM Forum

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?

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Janet Glass
Marketing Manager
Elanders Americas
Davenport IA
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​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

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Dean Devin
Marketing Analyst
Organized Living
Cincinnati OH
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Original Message:
Sent: Dec 20, 2019 08:58 AM
From: Janet Glass
Subject: Marketing Calendar

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?

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Janet Glass
Marketing Manager
Elanders Americas
Davenport IA
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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
    

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www.appjetty.com/dynamics-crm.htm
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Original Message:
Sent: Dec 20, 2019 08:58 AM
From: Janet Glass
Subject: Marketing Calendar

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
------------------------------