How to Create Shared Calendar in Dynamics 365

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How to Create Shared Calendar in Dynamics 365
This blog shows how to share a calendar view with
your team members or any of the Dynamics CRM
users. If you are managing a team or multiple
projects, then you know how messy it can get.
Especially the communication part. Be it with the
team or with multiple project managers, you
might miss some of the other things during
meetings. So, what if you could share a calendar
view of all priority tasks with the required
details among your team or with the project
managers? And thats what we are going to show
in this blog. How to save a calendar view and
then share it with other Dynamics 365 users in
your organization. To do it seamlessly, you can
browse on MS AppSource to find the right calendar
that fulfills your requirements. In this blog,
we are taking Dynamics 365 Calendar, a Dynamics
Calendar extension, to show you how to save and
share a calendar view in Dynamics 365. Step 1
Choosing a calendar extension The first step here
is that you will need to choose and install the
right calendar extension in your Dynamics CRM.
The default calendar in Dynamics CRM doesnt have
this functionality. With the default calendar,
you can only see your activities in different
calendar views. You wont be able to create,
add, save or share them.
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Step 2 Creating and saving a calendar selected
activities and users - Open your calendar
extension from the Dynamics CRM menu.
view
with
- With our instance, Go to AppJetty ? Calendar 365

• Here, you get two calendars Resource Calendar
  Customer Calendar.
• Resource Calendar For User and
  Facility/Equipment management.
• Customer Calendar For Contacts and Accounts
  management.
• Select a calendar from the two options according
  to the calendar view you want to create.
• Choose the required settings from left panel
  settings like selected resources, selected
  calendar view as well as, activities, selected
  status, priority, weekends and holidays to
  create a calendar view.
• - After selecting the settings, click on the
  Save icon available on the left side of the
  calendar to save that particular view.

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• After you click on the Save icon, a dialog box
  opens, where you need to name the calendar view.
  Along with naming, you can define if its public
  or private.
• By default, Is Publiccheckbox is checked. If
  the calendar is public, it is visible to all CRM
  users with under shared calendars section.

• Note You can only share a calendar with selected
  users if its not public.
• Click on the Save button to save the calendar
  view.
• Step 3 Sharing a saved calendar view
• You can access saved calendars by clicking on
  View Calendars button on the calendar page.
• After you click on View Calendars, a dialog box
  opens up with dropdown to select from calendar
  types Saved Calendars and Shared Calendars.

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- Saved calendars are the one which you have
created and saved while shared calendars are
the one that is shared with you by other users or
the calendars that are made public by other
users.

• Based on calendar type selection, you get a list
  of calendars.
• Clicking on share icon beside the calendar want
  to share, opens dialog box to select a user or
  team from the lookup records box.

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- After selecting the user, click on the Save
button to complete the calendar sharing. You can
select multiple users and teams to share the
calendar with.
- When a saved calendar is previewed, it enables
an action to go back to the current view
(previous view).
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How to Move Shared Calendar to Saved Calendar
- You can move the shared calendar to the Saved
Calendars list by clicking on the Move icon.
Now you can see a shared calendar in Saved
Calendars list. You can make it default if you
want.
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Wrap up CRM is not just a customer relationship
management tool anymore. You can leverage its
capabilities to manage almost all aspects of an
organization. Dynamics CRM is one such CRM. So,
the question you have to ask is, are you using
your Dynamics CRM to its full potential?
Original Blog h ttps//www.appjetty.com/blog/how-
to-create-shared-calendar-in-dynamics-365