Enable Conflict Management in Calendar 365

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Enable Conflict Management in Calendar 365
Task management is not easy. The task management
for a company or a team is even more
complicated. One has to make sure there are no
conflicting schedules and all the work is done
on time. There are plenty of tools that can help
you with that, but lets face it, adding one more
tool to work with is not going to help with
productivity at all. Rather it will only increase
the work of creating calendar entries, asking
for everyones availability etc.
This is where we bring in AppJetty Calendar
365. Integrating AppJetty Calendar 365 with
DynamicsCRM will help you to manage CRM
activities from the activity calendar of
Calendar 365. AppJetty Calendar 365 for
DynamicsCRM provides two types of activity
calendars Resource Calendar and Customer
Calendar. Admin users can manage activities
like appointments, calls, meetings, tasks, etc.
along with multiple filters for Users, Teams,
Activities, Facility-equipment, Contacts, etc.
from the activity calendar. Other users (team
members) can plan marketing/sales activities from
the activity calendar.
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Admin users and the team members who have rights
to add/edit the activities can add the
activities or any events on the calendar and
schedule the work accordingly. When adding and
managing the activities on the calendar,
sometimes the users need to manage multiple
activities on a single day and their schedule may
be in conflict. To get alerts for conflicting
activities based on the time, the Conflict
Management functionality is provided in
Calendar 365 to avoid any conflict while adding
activities to the calendar. The users with
Dynamics CRM admin rights can enable Conflict
Management from the Calendar 365
configuration. Once the Conflict Management
option is enabled, you and the other team members
will get an alert when conflicts occur at the
time of scheduling of activities/appointments.
The scheduling alerts will popup for all the
activities except for custom activities. This is
how to do it Step 1 Navigate to the Calendar
365 You can find the Calendar 365 App on the
Dynamics 365 screen. Click on it to navigate to
its activity calendar.
OR
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By clicking on Calendar 365, you will navigate to
the Activity calendar of the Calendar365. Step
2 Go to the Calendar 365 Configuration By
clicking on the Settings icon from the
top-right corner, the Calendar 365 configuration
page will redirect to a new tab. Scroll down to
the Conflict Management option to enable the
Scheduling alert message.
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After checking the checkbox click on the Save
button to save the configuration. So now the
user will be notified when any activity conflicts
with other activity. Step 3 Lets see how
activity conflict occurs on the activity
Calendar If you have configured any options or
any activities, refresh the calendar once to get
the latest changes as per the configuration. Her
e one task activity is already added that is
scheduled at 3 pm.
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So now, when you or other team members try to
Create any activity, a newly created activity
is conflicted with any already scheduled
activity and will display the Scheduling Alerts
popup message. Note You will not get the
Scheduling Alerts popup for any Custom
activities. In the Scheduling Alerts, you will
get two buttons to perform the action for the
conflicting activities. By clicking on the
IGNORE AND SAVE button, it will create an
activity with a conflict icon on the calendar.
But, if you do not want to add the activities at
the same time, click on the CANCEL button to
avoid the activity and It will not create an
activity. If the IGNORE AND SAVE button is
clicked, the users can see the conflict icon (!)
on both of the activities that indicate the
activities are in conflict.
By moving the mouse cursor on the activity, the
user will get the hover message of the activity
conflicts.
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So, by enabling Conflict Management in dynamics
365 service calendar, the user can identify
conflict activities on the calendar and set up
the events accordingly. A better visibility
during planning and scheduling activities makes
for much smoother execution. You can take a look
at the product right here. Live Demo Source
https//www.appjetty.com/blog/enable-conflict-mana
gement-in-calendar-365/