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Hi, I am completely new to crm dynamics and I have been tasked by my work to link the events on the company sharepoint calendar with the CRM calendar and vice versa? is this possible as I cant find any help for this online?
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you want to search the CRM calendar which is helpful to all over the facility like it has an appointment, activity, group calendar. In dynamics CRM has Dynamics 365 Calendar which is best for you.
manage all your CRM activities and view them in calendar format. It also enables the CRM users to go through different activities and view them based on different timelines including day, day span, week, and month formats. The plugin is flexible enough to let the CRM users schedule and reschedules activities through effortless drag and drop options.
You can visit this CRM tool https://appsource.microsoft.com/en-in/product/dynamics-365/biztechcs.all-in-one-calendar?tab=Overview
Hi,
You can configure a workflow which will trigger on field change(Modified On) and you can configure your logic in the step to delete appointments.
You can not schedule directly workflow like windows task scheduler but you can create recurring workflow -
Please find below reference -
www.axpulse.com/scheduling-recurring-workflows-in-microsoft-dynamics-365-crm-cloud
Hope this helps.
Thanks to everyone for their assistance. I think I’m now starting to understand workflows and CRM better. One last question though. I have a workflow that creates an appointment when a new record is created or the important date field is changed. Is there a way to delete the old appointment if the date is changed? Or to reschedule an appointment through a workflow?
Thanks again for everybodies previous assistance.
Yes, it's called Server Sync. You can find setup instructions here: technet.microsoft.com/.../dn531109.aspx
It can sync mail, appointments, tasks, and contacts.
I’ve created a workflow that creates a new appointment on my calendar in CRM, is there a way now to make these appointments sync to my calendar on outlook?
There's actually a lot to unpack, there.
1. There isn't really a "CRM Calendar" for what you're thinking. Only Outlook.
2. Making date fields on an Opportunity doesn't actually do anything. You would need a workflow to that set up appointments or tasks with those dates as due dates. Basically, you need an activity tied to that date.
3. If you really need that tied to SharePoint, you would need to do as Naresh says and build an interface to sync those Appointments or Tasks to SharePoint Calendar.
4. You're really subverting the design of CRM. Use the Activity Views and dashboards, and Business Process Flows if you really want to track this kind of information in CRM. That's what they're there for.
5. Also, you can set up notification workflows to send warnings about missed appointments and incomplete tasks to managers, if you want.
There is no OOB feature to sync with CRM calendar and SharePoint calendar, How ever each of it has it's uniqueness behavior.
If would like to have both the calendars in sync you need to build the interface to talk each other.
Thanks for the reply and information. When we create an opportunity, it has multiple date fields. There is one important date in each opportunity that I would like to appear in the share point calendar so that a deadline is not missed. Is it possible to make this deadline appear in the CRM calendar and the share point calendar?
My first question would be "to what purpose?"
CRM has a couple different ways to handle calendars, none of which have a native link to SharePoint. First off, the scheduling calendar, and business closure calendar. This calendar tells CRM which days the whole company is closed, and is frequently a list of all company holidays you have. This is useful for any scheduling you do in CRM, but not exactly a "visible" thing to end users. But if you're using the Resource Scheduling calendar in CRM for Project or Field Service work, it's a great way to make sure nobody is scheduled on a holiday that shouldn't be.
The other one is the Appointments calendar. This is a personal schedule essentially like the personal Calendar in Outlook. Since this is unique to each person, you'd have to push out invites to everyone for them to see company events on their CRM Appointment calendar. If this is what you mean, better to have Outlook pull from both SharePoint and CRM and just let the end-users see them together, than trying to push between systems.
Lastly, if it's just to "see" the calendar for users in CRM, you could make a dashboard with an IFRAME to the SharePoint calendar, and let people navigate to the dashboard.
So what's your goal with pushing your SharePoint calendar to CRM?
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