In the Calendar365, you can enable the “Resource Scheduler” from the settings and you can schedule the activity based on the added working hours.
If the “Default (User Working Hours)” option is selected, User only can view the working hours on the AppJetty Calendar view based on the default CRM user option.
But if the “AppJetty Scheduler” option is selected, User can add the working hours from AppJetty Calendar and schedule the activity based on the Working Hours. You can also manage the working hours, break timings and the leave in Calendar365.
Set the Working hours for default CRM users:
To set and edit the working hours in CRM, navigate to Advanced Settings -> Security -> Users -> Select user for which you want to set working hours.
Besides the Username click on the down arrow and select Working hours.
By clicking on Work Hours, the default calendar of CRM will display with the records of the selected user if already inserted.
Now, by clicking on Set Up option, you can schedule the work on weekly basis or for one day by selecting the date.
You can select the Start & End Time including Break.
Later, you can also edit and delete the scheduled work hours.
Similarly, you can schedule the work for weekly basis by selecting the working days.
If you have selected the Default (User working hours) in “Resource Scheduling” option, you will get the working hours on the AppJetty Calendar which is set in CRM default calendar.
Note: You can only view the Working hours which is set in CRM default calendar of the user.
Add the Working hours in AppJetty Scheduler:
If you have selected the AppJetty Scheduler in “Resource Scheduling” option, you can add the working hours with availability and manage the leaves on the AppJetty Calendar.
You will get the Color combinations in the Calendar as per you have set from the Calendar settings. You can differentiate the availability and manage leaves by the colors.
First, you need to select the Resource Scheduler in the “Views” option from the right panel.
By clicking on the Resource Scheduler, you will get the “Availability” options as per Calendar settings.
By selecting the Resource Scheduler, the Calendar with work scheduled records will display if already inserted else you can add the working hours on the AppJetty Calendar.
After selecting the required details for the Working Hours, click on the Create button to setup the working hours.
You can also setup the working hours for the more than one day by selecting the Recurring Type and selecting the Date Range with time duration.
From here you can select the Activity:
Marks as Available: Time slot for working hours.
Mark as Break: Time slot for break timings.
Mark as Leave: To create a leave.
Select Recurring Type for scheduling work for One Day or Weekly/Monthly basis (recurring).
Select the Starting & Ending Date & Time and select the required Owner.
After selecting all the details, click on the Create button to add the work schedule.
Once you create the working hours, it will display on the calendar as per date & time duration.
Create Activity as per Working Hours:
By clicking on the date & time for scheduling work, the Create Activity popup will appear to select the details related to schedule.
From here, you can again edit the Slot by clicking on Update Slot button if require.
In this way, you can schedule the work for the resources(users) based on their availability.
If the leave is added by the team member (CRM users), it will be approved by the team manager (CRM users with Dynamics administrator rights).
Once the leave is added by the team member, the manager will also get an Email notification regarding the leave application.
The team member can see the Leave Approval status as per the Leave color combination from the calendar settings.