Calendar Option for Microsoft Dynamics 365

Calendar Option for Microsoft Dynamics 365

I was recently asked if it is possible to see all scheduled tasks for all users in Microsoft Dynamics 365 (D365) CRM. Well, of course, there is! By using a standard list view of activities, you can see all the captured details. You can even pop open a chart that shows counts of activities by user or by type (or various combinations) with stacked bars showing users and numbers of activities of each type.

It’s not rocket science.

It’s not rocket science.

I get asked a lot about how easy it is to set-up CRM. At the hands (or fingers) of a skilled consultant, it is remarkably easy. There is a theory that to really be accomplished at something it takes 10,000 hours. I am constantly in awe of professional golfers piping that 300-yard drive, but I can’t, because I didn’t put in the time to learn how.