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Is it possible to share a Calendar with others in CRM 4? RRS feed

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    Hi,

    Is it possible to shre your Calendar in CRM 4? it would be great when people are setting up appointments for others, if they could see the other users Calendar instead of just getting the conflict messages...

     

    Cheers and regards Rossco
    Thursday, June 3, 2010 1:42 AM

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    If you use the CRM Outlook client, have your users create appointments in Outlook so they can see the availability of the other users, then track the appointment in CRM.  This will ensure you can see the user's full availability and not just CRM related activities.

    Regards, Donna

            Windows Live Blog

    • Proposed as answer by Donna EdwardsMVP Sunday, June 13, 2010 4:16 PM
    • Marked as answer by GrenadaV Sunday, June 13, 2010 10:54 PM
    Sunday, June 13, 2010 4:16 PM

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    HI,

    If I understood you correctly, maybe instead of sharing the appointments' calendar, you just change the type in service calendar from service activities to appointments?

    Regards.

    Thursday, June 3, 2010 4:20 AM
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    You can let the user to view services schedule (appointment book), in services schedule you can see all the scheduled appointment for all users in CRM

    following is the Site map

     

    <SubArea Id="nav_apptbook" ResourceId="Homepage_AppointmentBook" Title="Calender" DescriptionResourceId="AppointmentBook_SubArea_Description" Icon="/_imgs/ico_18_servicecal.gif" Url="/sm/home_apptbook.aspx" AvailableOffline="false">
      <Privilege Entity="activitypointer" Privilege="Read" />
      <Privilege Entity="service" Privilege="Read" />
      </SubArea>

     

    Best Regard Vincent L
    Thursday, June 3, 2010 8:05 AM
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    You might also want to take a look at the GroupCalendar add-on from mscrm-addons.com.

    Neil

    Neil Benson, CRM Addict at Customery Ltd.You can reach me on LinkedIn or Twitter, and you're welcome to sign up to Customery, an online community for UK-based Dynamics CRM people.

    • Proposed as answer by Nauta Friday, June 4, 2010 8:20 AM
    Thursday, June 3, 2010 8:27 AM
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    Hi all,

    thanks for your help adn sorry for the delay in responding....I will look at those options and report back and let you know the results..

     

    Cheers and regards Rossco
    Tuesday, June 8, 2010 7:07 AM
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    If you use the CRM Outlook client, have your users create appointments in Outlook so they can see the availability of the other users, then track the appointment in CRM.  This will ensure you can see the user's full availability and not just CRM related activities.

    Regards, Donna

            Windows Live Blog

    • Proposed as answer by Donna EdwardsMVP Sunday, June 13, 2010 4:16 PM
    • Marked as answer by GrenadaV Sunday, June 13, 2010 10:54 PM
    Sunday, June 13, 2010 4:16 PM
  • Question
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    If you use the CRM Outlook client, have your users create appointments in Outlook so they can see the availability of the other users, then track the appointment in CRM.  This will ensure you can see the user's full availability and not just CRM related activities.

    Regards, Donna

            Windows Live Blog


    Hi Donna,

    yes this is the esiest way of accomplishing this task, well for me at least :-) thanks

    Cheers and regards Rossco
    Sunday, June 13, 2010 10:54 PM
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    You're welcome

    Regards, Donna

            Windows Live Blog

    Monday, June 14, 2010 2:07 AM