A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics 365 CRM

Welcome to our guide on designing your marketing calendar in Dynamics 365 CRM! In today’s dynamic business landscape, having a well-organized calendar is essential for managing and optimizing your marketing efforts.

This feature not only allows you to tailor your calendar to fit your unique preferences but also helps you effortlessly schedule meetings, avoid conflicts, track task progress, monitor user schedules, and visualize time-box activities using a calendar view. Admins and customizers can add to and optimize the calendar for any form or entity in the system because it is given as a control.

With the marketing calendar, you can observe and create time-based things like journeys, events, sessions, and appointments in a view that resembles a calendar. In terms of both design and functionality, it is similar to Microsoft Outlook.

Dive in to learn how to set up and make the most of your marketing calendar, and watch your strategic planning reach new heights!

Marketing Calendar Types and where you can utilize them:

There are two basic types of Marketing calendars:

1. Entity Level Calendar: When you initially access an entity from the main navigation, entity-level calendars like events, customer journeys, or the main marketing calendar appear. When they are present, you can toggle between the calendar view and list view. They appear where a list view would ordinarily be. You can open any listed record from this page. Relevant records are plotted on the calendar based on their scheduled dates. A system view selector is available to filter the shown records in this calendar type, which can display multiple types of entities.… Read More »

The post A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics 365 CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.