About Dynamics Calendar 365

Introduction

 

Calendar 365 from AppJetty is a calendar solution for Dynamics CRM. This solution by AppJetty helps you to manage your activities. It also lets you create and manage your own desired activities through Custom Activities.

 

With this plugin Admin User can manage the activities and the tasks in two different calendars namely Resource Calendars for the users and the Customer calendar for the customers (clients).

 

Apart from managing activities, you can view holidays of the country specified by the admin. Later, if the activity related actions are performed, you can Complete or Cancel the activities.

 

 

Pre-requisites

 

Following steps must be followed before starting the Plugin installation:

 

First, you should be logged into Dynamics CRM Online.

 

 

New changes

 

As per the latest version of Calendar 365, the following topics are updated or newly added:

 

Resource Scheduling with Leave management

 

Workload Report (Activity Summary) – Filter & Search the activities

 

Window default notification

 

Start Date – End Date selection for the activities

 

Import CSV file of Holidays

 

Pre-selection of Required & Optional CRM records for Appointment & Recurring Appointment activities

 

 

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