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Microsoft Dynamics CRM (Archived)

How to Use Calendar Tool in CRM 2016

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I'm trying to figure out how to use the Calendar feature in CRM 2016.  I'm not talking about the service calendar, but perhaps they're the same thing.  In the 'out of the box' installation there is a 'Calendar' option under 'Tools' in each of the 3 areas (Sales, Service & Marketing).  I want to be able to use that to schedule events we have where we invite clients.  My ideal would be to create an entity where I'd then have an invite list tied to the event.  My issue is that I can't figure out how to get my new entity to show up on the calendar.  I've created the entity as an activity and it shows up in the drop down in the top left under 'New Activity', but when it's created it doesn't show on the calendar.  I can get an 'Appointment' and a 'Service Activity' to show up when using the link on the far right under 'Create a New'.  What am I missing?

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  • Verified answer
    Wayne Walton Profile Picture
    13,730 on at

    Custom activities don't show up on the Calendar, only Appointments and Service Calls.  As such, you'd do better extending Appointments to do what you want to do.

    Also, the Portal in CRM is going to be updated for Event Management some time in the next few months, if that would be a better fit for you.

  • Suggested answer
    Nikhitha_09 Profile Picture
    Microsoft Employee on at
    Is the CRM updated with the event management calender?

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