How to View/Create/Edit Customers’ Activities in Dynamics Calendar

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How to View/Create/Edit Customers Activities in
Dynamics Calendar
Managing CRM and calendar separately for
activities becomes tedious and time-consuming.
You have to manually update changes in Calendar
as well as CRM. If you use the default calendar
that Dynamics 365 provides, youll need to create
the activity for every individual contact
separately. What if you can get rid of this
old-fashioned updating style? And what if you get
free of the hassle of creating activities
separately for each contact? With the right
Dynamics CRM Calendar, your activity management
becomes seamless and hassle-free. It will let
you create and manage customer events and
activities simultaneously from a single page.
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So, it is important to know how to view, create
or edit customers activities straight from
within your Dynamics Calendar extension. Lets
see how you can do all these operations from a
Dynamics Calendar extension Calendar
365. Create Customers Activities in Calendar
365 The first thing you must know is how to
create a new activity in your Calendar. Follow
the steps below to create a customers event or
activity in Calendar 365. - Go to the Calendar
365 tab from the top-left corner of your Dynamics
365 CRM window. Choose the Customer Calendar
from the two calendars available.
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• On clicking this option, you will be directed on
  the calendar screen. There you will have two
  options in the drop-down menu under Customers
  tap. One is Contacts (for B2C businesses) and
  the other is Accounts (for B2B businesses).
• Here we are selecting Contacts from the
  drop-down menu.

- Click on the Select button. A lookup dialogue
box will open up.
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- Search for the contacts, regarding which you
want to see the activities, from that list of
contacts in the dialogue box. Then click on
select.
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• Click on the Add button after you select the
  contacts.
• Once you add contact(s), they will show up in the
  Contacts dropdown and calendar. The same goes
  for accounts too.

• Now to set the time for an event regarding a
  particular contact, click on the Time Slot you
  want from Calendar.
• Clicking on Time Slot will display a Create
  Activity popup.
• Select the Activity Type from the drop-down
  menu beside Activity.

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• The name of the contact(s) you selected will
  automatically show up in the Regarding field.
• Fill all other fields including
• Subject - You can mention what the meeting is
  about in this field.
• Start Date - The date when the event will start.
• End Date - The date on which the event will end.
• Priority - You can set the priority to High,
  Normal, or Low.
• Owner - The person responsible for the activity
  (the person who has been assigned the activity)
• And others depending on the type of activity you
  selected.
• Note It is mandatory to fill three fields viz.
  Subject, Start Date and End date. The rest of the
  fields are optional.
• After filling all fields, click Create.
  Clicking on this button will create your activity
  on the calendar.

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• View Customers Activities in Calendar
• Once you create an activity in the calendar, you
  can view that activity in your calendar easily.
  Here are the steps to follow to view all your
  activities in Dynamics Calendar 365.
• Go to the Calendar 365 tab from the top-left
  corner of your Dynamics 365 CRM window.
• Choose Customer Calendar from the drop-down
  menu that redirects you to the calendar screen.
• Select Contacts from the drop-down menu under
  the customers tab. Select the contacts for
  which you want to view the activities
• As you select Contacts, you will be able to
  view all activities/events you have created so
  far related to those contacts.
• And to edit a particular event, hover over the
  event you want to edit. It will display Tooltip
  on the screen.

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- Click on the event to open up the event details.
- In this Event Details window, you can edit
event details, share or delete an event. Also,
you can add the person responsible for the event.
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Conclusion Thus, you see that with Dynamics
Calendar 365, you can seamlessly create and
update events from a single screen without doing
too much back and forth. And you dont have to
update CRM and Calendar separately every time you
complete an activity. Original Blog h
ttps//www.appjetty.com/blog/view-create-edit-cust
omers-activities-dynamics-calendar