AppJetty

Dynamics CRM Calendar - Tips & Tricks

Fri, 10 Jan 2020 02:52:33 -0500

Amit shah is a co-founder of an AppJetty that provides number of paid MS CRM plugins. You can also obtain MS Dynamics CRM Apps, Extensions and Add-ons tailored to your needs. Just get in touch with us and we will develop the apps based on your requirements.

Must-Have Powerful Ecommerce Mobile App Features in 2020

Wed, 08 Jan 2020 01:46:42 -0500

Must-Have Powerful Ecommerce Mobile App Features in 2020

Improving Appointment Scheduling in Healthcare with Dynamics CRM

Tue, 07 Jan 2020 03:52:04 -0500

Improving Appointment Scheduling in Healthcare with Dynamics CRM:

Know how you can streamline appointment scheduling in your medical organization with Dynamics 365 calendar.

6 Magento Extensions For eCommerce Retail in 2020 | Vue.ai Blog

Tue, 07 Jan 2020 00:38:43 -0500

6 Magento Extensions For eCommerce Retail in 2020 | Vue.ai Blog

How to Create Shared Calendar in Dynamics 365

Wed, 01 Jan 2020 14:02:41 -0500

This blog shows how to share a calendar view with your team members or any of the Dynamics CRM users.

If you are managing a team or multiple projects, then you know how messy it can get. Especially the communication part. Be it with the team or with multiple project managers, you might miss some of the other things during meetings.So, what if you could share a calendar view of all priority tasks with the required details among your team or with the project managers?
And that’s what we are going to show in this blog. How to save a calendar view and then share it with other Dynamics 365 users in your organization.
To do it seamlessly, you can browse on MS AppSource to find the right calendar that fulfills your requirements.
In this blog, we are taking Dynamics CRM Calendar, a Dynamics Calendar extension, to show you how to save and share a calendar view in Dynamics 365.

Step 1: Choosing a calendar extension

The first step here is that you will need to choose and install the right calendar extension in your Dynamics CRM. The default calendar in Dynamics CRM doesn’t have this functionality. With the default calendar, you can only see your activities in different calendar views. You won’t be able to create, add, save or share them.

Step 2: Creating and saving a calendar view with selected activities and users

– Open your calendar extension from the Dynamics CRM menu.
– With our instance, Go to AppJetty → Calendar 365

Here, you get two calendars: Resource Calendar & Customer Calendar.
– Resource Calendar: For User and Facility/Equipment management.
– Customer Calendar: For Contacts and Accounts management.
– Select a calendar from the two options according to the calendar view you want to create.
– Choose the required settings from left panel settings like selected resources, selected calendar view as well as, activities, selected status, priority, weekends and holidays to create a calendar view.
– After selecting the settings, click on the ‘Save’ icon available on the left side of the calendar to save that particular view.

– After you click on the ‘Save’ icon, a dialog box opens, where you need to name the calendar view. Along with naming, you can define if it’s public or private.
– By default, ‘Is Public’checkbox is checked. If the calendar is public, it is visible to all CRM users with under ‘shared calendars’ section.

Note: You can only share a calendar with selected users if it’s not public.
– Click on the ‘Save’ button to save the calendar view.
Step 3: Sharing a saved calendar view
– You can access saved calendars by clicking on View Calendars button on the calendar page.
– After you click on ‘View Calendars’, a dialog box opens up with dropdown to select from calendar types: Saved Calendars and Shared Calendars.

– ‘Saved calendars’ are the one which you have created and saved while ‘shared calendars’ are the one that is shared with you by other users or the calendars that are made public by other users.

– Based on calendar type selection, you get a list of calendars.
– Clicking on share icon beside the calendar want to share, opens dialog box to select a user or team from the lookup records box.

– After selecting the user, click on the Save button to complete the calendar sharing. You can select multiple users and teams to share the calendar with.

– When a saved calendar is previewed, it enables an action to go back to the current view (previous view).

How to Move Shared Calendar to Saved Calendar
– You can move the shared calendar to the ‘Saved Calendars’ list by clicking on the ‘Move’ icon.

Now you can see a shared calendar in Saved Calendars list. You can make it default if you want.

Wrap up:
CRM is not just a customer relationship management tool anymore. You can leverage its capabilities to manage almost all aspects of an organization. Dynamics CRM is one such CRM.
So, the question you have to ask is, are you using your Dynamics CRM to its full potential?
Original Blog:https://www.appjetty.com/blog/how-to-create-shared-calendar-in-dynamics-365

How to View/Create/Edit Customers’ Activities in Dynamics Calendar

Tue, 31 Dec 2019 06:23:05 -0500

How to View/Create/Edit Customers’ Activities in Dynamics Calendar:

Dynamics Calendar 365 helps you view/create/edit customers’ activities easily. And you no longer need to update CRM and Calendar manually with Calendar 365.

Make Your Busy Schedule a Productive One with Dynamics Calendar

Tue, 31 Dec 2019 02:57:50 -0500

Make Your Busy Schedule a Productive One with Dynamics Calendar:

This blog explains how you can make the most out of your busy schedule and complete tasks on time with more productivity using Dynamics Calendar.

Dynamics Calendar 365 Configuration

Tue, 31 Dec 2019 02:13:27 -0500

Dynamics Calendar 365 Configuration:

Dynamics CRM Calendar 365 Configuration for to manage multiple activities, reminders, filtration, Resource Management and many more… Visit Website : https:…

Dynamics Calendar 365 Configuration from Maulik Shah on...

Tue, 31 Dec 2019 02:13:21 -0500

Dynamics Calendar 365 Configuration from Maulik Shah on Vimeo.

Dynamics CRM Calendar 365 Configuration for to manage multiple activities, reminders, filtration, Resource Management and many more…

https://www.youtube.com/watch?v=VCYvCRhB_88Dynamics 365 Calendar...

Tue, 31 Dec 2019 00:36:50 -0500

https://www.youtube.com/watch?v=VCYvCRhB_88

Dynamics 365 Calendar Activity Management for Resources

With Dynamics 365 Calendar you can manage all you daily activity like task management , appointments, calls, service and campaign activities, etc right from your Dynamics CRM calendar

Dynamics 365 Calendar Activity Management for Resources (1) from...

Tue, 31 Dec 2019 00:25:38 -0500

Dynamics 365 Calendar Activity Management for Resources (1) from Maulik Shah on Vimeo.

Create and Manage Custom Activities with Dynamics Calendar

Mon, 30 Dec 2019 02:20:42 -0500

Create and Manage Custom Activities with Dynamics Calendar:

Learn how you can add and edit custom activities from the Dynamics and manage them with the calendar.

How to Create Multiple Views in Dynamics Calendar

Sun, 29 Dec 2019 06:10:34 -0500

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM).

Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors.

Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential.

Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month.

Steps to create multiple views in Dynamics Calendar:

Step 1: Go to Settings → Customizations → Customize the System

Step 2: Select Entities → Appointment

Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”

Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

Step 5: Click on save -> Publish All Customizations

After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to your usage.

Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’s calendar.

Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to your stack.

You can browse for such a solution on MS AppSource and choose the one which fits your requirements.

In this blog, we’ve taken Calendar 365, a Dynamics CRM Service Calendar, to show multiple calendar views that you can create and benefit from.

There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities.

Calendar 365 comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers.

Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, and Views.

To create a unique view, navigate to Views drop-down list. Then select the view according to your requirement.

There are four types of views of Calendar 365 and they are as follows:

– Top Down View

– Gantt View

– Timeline View

– Agenda View

Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

Top Down View

– This view provides you a Top Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected by you.

– In addition, you can view the calendar in Top Down View in the Day and Week view format.

Day View:

– You can see the activities for the day in the Top Down View.

Day Span View:

– You configure the number of days from default configurations in Day Span View of Top Down view.

Week View:

– You can see the activities for the week in the Top Down view as well by selecting the ‘Week’ option.

– Similarly, in Month View, you will see the details month wise with the dates.

Gantt View

– Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates.

– You can view the Resources or Customers in top down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendar view.

– In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurations page).

– In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Month format.

Timeline View

– A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in Customer Calendar.

– In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

Agenda View

– An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per your requirement.

– In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multiple processes.

Original Blog: https://www.appjetty.com/blog/how-to-create-multiple-views-in-dynamics-calendar

Odoo Multi Themes Support: A Powerful Feature

Fri, 27 Dec 2019 05:06:44 -0500

Odoo has lately emerged as a very popular e-commerce platform. If you are an Odoo e-store owner, you can enhance the aesthetic appeal and user-friendliness of your store with a suitable theme.

However, if you have multiple sites for different purposes, one theme for all sites won’t be a suitable choice.

While other platforms require you to have different hosting servers for different sites, such is not the case with Odoo. You can host multiple websites without the hassle of maintaining too many alien e-commerce platforms at once. Not only that, but Odoo also comes with a unique feature, Odoo Multi Themes, to support multiple themes for your different websites too.

In this blog, we are going to cover all aspects of Odoo Multi Themes support and the themes you can go for which support this feature.

Odoo Multi Themes support feature gives you the power to manage different themes for your different sites. And with a single hosting server. Moreover, you can create multiple sites sharing the same domain name.

But how do you create different websites? Manage different domain names? Make a switch between them? Or apply a new theme?

Let’s find out.

Setting the Theme for a New Odoo Site

If you already own an Odoo website and want to create another site, here are the steps:

- Click Website > Configuration > Settings.

- Set the name for your new website and its domain. If you want to publish the site under the default domain name of your Odoo database, you can leave the domain field empty.

And voila! You’ll have a new website.

You can also maintain each site’s individual identity by setting different Odoo Website themes for different sites. And make each site more purpose-relevant. Let’s see how you can do that.

Select the theme you want to have for the new site. The theme you select must match the purpose and should target the audience of the site. So, you can freely choose a theme different from that of the first site.

This way, the setting of theme for your new site is easy and feasible with Odoo multi themes.

Switching from One Website to Another

When you have multiple sites to host on the same server, you must have a means to switch between sites seamlessly.

A website switcher is available in the edit bar in the right corner. When you switch to that site, it will connect to the domain of the current site. However, if you have used a different domain, you’ll need to sign in to switch to that website.

Managing Multiple Domain Names

You can decide whether your sites share the same domain name or use a particular one. Further, you can reset the content of every site as per region by setting country groups in its settings. Geo IP will then redirect visitors from a specific country to the right website.

Choosing an Odoo Theme

When choosing an Odoo theme for your website, make sure it supports the Odoo multi theme feature. If the theme you selected doesn’t support this feature, you’ll have to use one theme for all your websites.

So, if you are selecting a theme for your business, this feature is a must.

AppJetty’s Odoo Themes

All our themes, including top-selling and rated Theme Scita, Crafito, Mobicraft, etc. come with the support feature of Odoo multi themes. With these themes, you can select a different theme as per your website and its purpose. The more relevant the theme of your site is, the better will it serves the purpose. This directly increases your website’s customer engagement leading to a higher conversion rate ad ultimately, better sales.

To Wrap Up

Thus, Odoo is a great platform with its multi-theme support as the cherry on top. However, all the free Odoo themes don’t have this feature, so if you are planning to have multiple businesses, then going for a paid Odoo theme would be an ideal choice.

Original Blog : https://www.appjetty.com/blog/odoo-multi-themes-support-powerful-feature

How to Manage Activities with Dynamics Calendar

Fri, 27 Dec 2019 01:43:12 -0500

How to Manage Activities with Dynamics Calendar:

Want to make the best of your meetings? Learn how to manage activities as well as unscheduled activities in Dynamics Calendar to make sure you are not missing out on anything.

Odoo Multi Themes Support: A Powerful Feature

Thu, 26 Dec 2019 06:50:08 -0500

Odoo Multi Themes Support: A Powerful Feature

How to Create Multiple Views in Dynamics Calendar

Thu, 26 Dec 2019 01:27:50 -0500

How to Create Multiple Views in Dynamics Calendar:

Want to make the most of your Dynamics CRM calendar? Learn how to create multiple views in Dynamics Calendar to manage resources, customers, tasks, etc. effectively.

Christmas Offers: Ready Your Store for Christmas!

Mon, 23 Dec 2019 00:44:51 -0500

As the Christmas season is about to set in, festivity and shopping frenzy are in the air. The total US retail spending is forecast to touch a 1 trillion mark this Christmas season! And it will happen for the first time ever.

Every American will be out buying gifts, cookies, Christmas trees, gift cards and what not! And the scenario will be the same in many other countries as well. People will also eagerly look for Christmas offers and sales everywhere. And if they run out of time for preparation or find no exciting deals offline, they’ll switch to online stores.

If you own an e-store, a great opportunity for super-high sales is awaiting you. You can make the best out of this festive season by offering exciting deals on your e-store. And if your deals and offers succeed in impressing customers, it’s a bonanza for you!

But think again. Is throwing attractive deals and offers enough? Is your e-store ready to handle such a sudden spurt in sales and orders? Without your e-store being ready, your work is only half-done.

So, it’s imperative to ensure that your e-store is ready for the Christmas season. This means you must have all the tools to streamline your sales processes. Or else, your Christmas offers and sales won’t yield as good results as they could.

Equip Your E-Store with Outstanding Functionalities

Whether it is titivating your user-interface or delivering orders on time, you can do that with AppJetty. We have the tools that you can integrate with your e-store to enhance its functionalities.

Even better is that these products are compatible with all the big players in the industry of e-commerce platforms including Magento, WooCommerce, Odoo, etc.

For instance, the Magento 2 Delivery Date Scheduler for Magento 2 store can let your customers schedule a delivery time for their orders at their convenience. You can also manage orders seamlessly with timely reminders of pending orders. Hence, you can streamline your delivery process and keep customers happy.

Similarly, all our other plugins also come in handy for your e-store in one way or the other to help you smoothen different processes.

Besides, AppJetty also deals in some plugins useful for your CRM. And these plugins too are available for all leading CRM systems like Salesforce, Dynamics CRM, SugarCRM, SuiteCRM, etc. These plugins along with the plugins for your e-store can work wonders for your business this Christmas.

Icing on the Cake: 10% Off

When there are sales and offers everywhere, how could we stay behind? So, AppJetty here gladly announces a Flat 10% off on all AppJetty non-recursive products. Go ahead and streamline your business processes, skyrocket your sales and customer satisfaction rate this season.

Browse our site to know more about our products. Use the coupon code XMAS10 to avail flat 10% off on all our non-recursive products. And spread bliss around with offers and discounts this Christmas season!

Avail 10% Off Now

wish you a Merry Christmas and good luck with your sales!

Original Blog: https://www.appjetty.com/blog/christmas-offers-for-your-store

Christmas Offers: Ready Your Store for Christmas!

Tue, 17 Dec 2019 05:28:03 -0500

Christmas Offers: Ready Your Store for Christmas!:

Avail 10% off on purchase of all AppJetty non-recursive products this Christmas season by applying the coupon code XMAS 10 at the checkout page.

Shipping Tools to Have for Fulfilling Customer Demands | Helix Digital

Tue, 17 Dec 2019 05:25:14 -0500

Shipping Tools to Have for Fulfilling Customer Demands | Helix Digital:

When people search for anything online, they often expect comparatively lower prices and hassle-free delivery. Almost all online shoppers expect them. For a seamless delivery process, you must have all the right shipping tools to add that delight to your customers’ experience. Every step after a customer places an order comes under ‘shipping’. And it &hellip