Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Why when i create new ...
Microsoft Dynamics CRM (Archived)

Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

May i know why when i create new appointments on the calendar in CRM, only i can view those appointments but the other users cannot?

I even changed the owner of the appointments to those users but they are still unable to see them.

Thanks!

*This post is locked for comments

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

    Dale,

    Please try to understand this concept:

    1. Out of the box, the SALES CALENDAR is only meant to show your appointments.

    2. Out of the box, the SERVICE CALENDAR is meant to see the appointments of everyone in the system.

    So, for customers who want to see the 2nd calendar in their Sales area, all they have to do is to modify the SiteMap editor and show the 'Service Calendar' instead of the 'Sales Calendar' in the Sales area.

    Remember, this is a XRM platform, where the users have the power to move things around as they want. The Out of box features are just to show how a business work. but unless you customise your CRM instance, it will not be specific to your business needs.

    Here is another forum thread based on the same requirement as yours. https://community.dynamics.com/crm/f/117/t/153582

    Please mark the answer as verified if it helps you. If it helps you, it is definitely going to help the next person that comes along.

    Cheers!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

    Hi Shidin,

    The thing is i already have a sales calendar. But i am unsure why the other users are unable to view the appointments that i created on the sales calendar?

    Thanks

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

    You can use the SiteMap editor and move this 'Service Calendar' from the Service area to your Sales Area.

    You can also rename it as you want.

    Let me know if you need more details regarding the SiteMap editor.

    Cheers!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

    Hi,

    Is there no other way for others to view my calendar under sales / marketing? Because putting those appointments under service calendar does not make sense as those appointments are related to sales / marketing not services.

    Cheers

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Why when i create new appointments on the calendar in CRM, only i can view those appointments but the rest cannot?

    On the CRM Calendar, you will ONLY see your Appointments.

    To view all the Appointments, use the Service Calendar.

    Service -> Service Calendar

    Here is a blog post explaining the same.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans