Dynamics dates sync with Calendar

(0) Share

Report

Posted on by Shashank961

Hi,

So i have a requirement where there are a number of dates in the opportunity form that need to be synced to a calendar. This can be a calendar in outlook or within Dynamics. The dates once filled into the field need to be synced to a calendar. I am using dynamics 365 v9 but not the unified interface. Can anyone help me out on this? kind of urgent

Categories:

Leads or Opportunities

All responses (2)

Answers (0)

AppJetty 1,013 on at

Like (1)

Report

RE: Dynamics dates sync with Calendar

Hello,

I would suggest you use the Dynamics 365 calendar which gives you to manage your time and activities smartly as Calendar 365 notifies you through timely reminders and emails of all the important deadlines. and manage your and your team members’ productivity with our Dynamics calendar 365 by overviewing their day-to-day activities right from the calendar.

Manage all your activities including tasks, recurring appointments, phone calls, service and campaign activities, etc right from your Dynamics CRM calendar. No more managing multiple calendars and forgetting events, email follow-ups, etc. Create, edit and copy CRM activities as well as custom activities.

Different activities and schedules require different kinds of views. With our Calendar 365 plugin, you get 4+ views of the calendar with dynamic tooltip & detailed pop-up. Views include Gantt, Agenda, List, etc. which are developed keeping in mind the requirements of professionals from assorted industries.
Suggested answer

LeoAlt 16,329 on at

Like (0)

Report

RE: Dynamics dates sync with Calendar

Hi partner,
If you want to add new event into calendar in D365, you could create new appointment with the date you need to do this.
So I sueegst that you could create some workflows to add new appointments with the date of the field on the opportunity when you finish filling the date into the field.

If you want to sync to Outlook, you could refer to the following blog.

https://www.powerobjects.com/blog/2015/05/26/manage-or-sync-important-dates-from-crm-to-outlook/

Hope it helps.
Best Regards,
Leo