Calendar

How to Schedule Work Orders from Calendar 365

November 10, 2023
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Work orders are a fundamental part of service-based industries, guiding field professionals through their tasks and ensuring efficient service delivery. Let us take an example. You manage a landscaping company, and a client has requested a comprehensive garden renovation. In this context, a work order is an outline of the specifics of this service request, including the client’s name, location, a description of the task, and its priority. This work order details that your team needs to redesign the client’s…

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Supercharge Your Dynamics 365 CRM with Entity Calendar of Calendar 365

September 21, 2023
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Managing entities in an organized manner is crucial for every business. And that is why businesses use calendars. Our Calendar 365 was built with such an intention. It is a comprehensive solution offering not one but three different calendars to streamline your business operations. While the Customer Calendar and Resource Calendar are indeed powerful tools in their own right, in this blog post, we are turning the spotlight to the third member of the trio, the versatile Entity Calendar. With…

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How to Sync Outlook Calendar With Dynamics 365 and Calendar 365

September 17, 2023
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Dynamics 365 users often ask whether they can synchronize Outlook and Dynamics 365. The answer to that is yes! This blog will help you configure the settings step by step. Once you have configured it, you will be able to see all the activities in Dynamics 365, which is created in Outlook, and vice versa. So, let’s start configuring Dynamics 365. Step 1: In Dynamics 365, go to Settings > Administration > System Settings. Open the Synchronization tab in System…

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Resource Visualization on Calendar for Dynamics 365 Users

June 30, 2023
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Having a clear visualization of the resource’s schedule plays a huge role in planning conflict-free, smooth schedules. It is very much possible with Calendar 365. Calendar 365 is a powerful productivity-driven tool that helps you in managing your default and custom activities. Managers can have clear visibility of available resources, the activities assigned to them, automate appointment booking, etc. Let’s find out how Calendar 365 can help in viewing other users’ calendars to plan better. Clear Visualization of Resource Availability…

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How to Create a Social Media Calendar to Plan Your Content

May 27, 2023
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What do cross-country road trips, wedding speeches, and social media marketing have in common? Planning. I can’t help you with your road trip or wedding speech, but I have a solution for planning your next social media marketing campaign — using a social media calendar! Most marketers now recognize that social media is integral to an effective inbound marketing strategy. With so many social networks available to us, it’s crucial to stay organized and plan for when and what you…

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Calendar 365 for Project Management

May 23, 2023
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How do you keep track of impending meetings, tasks, deadlines, or any kind of activities happening on different projects? Having multiple calendars to manage different activities is chaotic. And that is why you need a calendar that has features for project management as well. A project management calendar can help in planning and organizing projects. It becomes easier to keep track of the timeline of the project. Let me give you a glimpse into why you should use a calendar…

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