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Color-Code Opportunities by Sales Users (Owners) when using @ZapObjects Calendar Pro App for Dynamics 365 for Sales, Customer Service & Power Apps

Zap Calendar Pro App provides a custom Calendar interface within your Dynamics 365 Sales, Customer Service & Power Apps. Any dynamics 365 data having Date-Time can be easily visualized in the Calendar.

Some of the common use-cases of using Calendar interface within Dynamics 365 are:

  • Team Activity Calendar: Manage Team Appointments, Phone Calls, Tasks (& other activities)
  • Availability Scheduling: Streamline scheduling by allowing resources to manage their availability / absence.
  • Share Calendar internally: Better collaborate with others by sharing calendars with selected users/teams.
  • Service Activity Calendar: Schedule Service Activities
  • Opportunity Calendar: Track Opportunities Nearing Close Date
  • Bookings Calendar: Schedule Field-Service Work Orders
  • Marketing Campaign Calendar: View your Marketing Campaign Calendar
  • Leads Follow-Up Calendar
  • Scheduling of Rooms for trainings

As a Sales Manager, when you are viewing your team's Opportunities Calendar (Opportunities By Estimated Close Date), wouldn't it be helpful to glance through and easily identify who all those opportunities belong to?

In this blog, we will go through the steps to configure an "Opportunity Calendar" which is color-coded by Owner.

Calendar provides a visual representation of "resources" vs "events". Here the resource would be "Users" (Sales Users)... and events would be "Opportunities".

Step 1: Create a Calendar template and set the events as "Opportunities" as shown in screenshot below: (by default the resources are set as "users"... however you can change this if needed)

In Calendar default settings... we will select the resource filter as our "Sales Team". So opportunities of only users of "Sales Team" will be shown.

Step 2: Open tab "Color-Code By Owner".
Here check the field "Enable Color-Code By Owner".
Now select your sales team and then select the color's for each of your team members.

That's it. Now open your "Opportunity" Calendar...

Below screenshot shows open "Opportunities" of your sales team by estimated close date - color-coded by Owner:

Here you could further try out plenty of things:

  • Use this calendar as a reminder of Opportunities approaching estimated close date.
  • Filter these opportunities by Users, priority or any other important parameter.
  • View your teams activities too within this calendar... this way you know which follow-up activities have been completed or planned for each of these opportunities.
  • Hover over each opportunity to view important details or click to drill-down to the opportunity record.

Zap Recent Updates (Feb 2024)

1. Completely Revamped: Zap Attachment Viewer (with drag-and-drop): This release doubles the features available earlier!!! Some of them are Improved UI, gallery view with Image Zoom-In / Zoom-Out, rename file names, delete attachments, 1-Click Actions: attach to email / Zip & Attach to Email / Attach to New Note / Zip & Download etc,  View attachments from related records etc.

2. New Version Released: Zap Copy Record App (v 25.0.1.9):
– Now CLONE Field Service – Work Orders in 1 Click (link)
– Now schedule a record to be CLONED at a later date e.g. creating recurring opportunities; creating recurring maintenance cases (link)

3. New Version Released: Zap Report Scheduler App (v 33.0.1.9): Now automatically share the generated report download link to Teams channel. For details, refer blog: Automate the generation of Report and shared to Teams channel when using Zap Report Scheduler App (link)

4. New Version Released: Zap Email Parser App (v 33.3.1.9): Support for creating multiple parsing rules for same field. Example: Email address from within email body could be extracted by searching for labels: “Email:”, “Email Address:”, “E-Mail:” etc. Now you can create multiple parsing rules for same destination field.

5. New Version Released: Zap Helpdesk App (v44.1.1.9) :A super major version of Zap Helpdesk has now been released. Some of the new features are: Case History, Email Reply – with ability to include full email and portal history in all new responses to customer, dedicated notifications module with all standard set of notifications built-in, Email Commands, and many more!

6. New Version Released: Zap Calendar Pro (Team Calendar + Map Any Entity Data to Calendar): Now display activities in Team Calendar – color-coded by Owner. (earlier you could display activities color-coded only by activity type)

7. New Version Released: Zap Time Entry App (Track Time against Cases): Track and log time spent by support agents on cases directly from Case form (either using built in Timer functionality or manually add Start & End Times or duration)! The latest version provides automatic calculation of “Extended Price” based on Hourly/staff rates that have been configured in Contract.

For questions regarding any Zap App, email sales@zapobjects.com.

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