How to Use Calendar Tool in CRM 2016

(0) Share

Report

Posted on by Community Member

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?

5141.Capture.PNG

*This post is locked for comments

I have the same question (0)

All responses (2)

Answers (1)

Verified answer

Wayne Walton 13,730 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Nikhitha_09 on at

Like (0)

Report

Is the CRM updated with the event management calender?

Was this reply helpful? Yes No