You and your team are recording appointments in Dynamics 365 or a model driven app, likely using the delightful Dynamics 365 App for Outlook to seamlessly track your activity from outlook. This is great for keeping tabs of activity related to certain Accounts, Contacts and anything else you might be managing. At a record level we get a nice juicy activity feed to see whats going on but the next level up the best we’ve got is a huge long list of activities - great but dates are confusing meetings and appointments should be on a calendar.

Lets look at how we can use out of the box custom controls and nifty site map navigation to create a one stop calendar for you and your team to see at a glance all the activity going on with your customers and prospects. So you can keep tabs on conversations easier in a virtual world where it’s easy to have no idea who is meeting who from their respective solo home offices. And remember activities aren’t just appointments or meetings - it can also be phone calls, tasks, emails and any custom activity you might have set up.

BUT WAIT - there’s more - BONUS TIP BELOW!

Happy calendar viewing & please leave any comments/feedback/questions below

[1] XRM Toolbox - User Settings Utility https://www.xrmtoolbox.com/plugins/MsCrmTools.UserSettingsUtility/