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Zap Calendar Pro
Most Powerful Activity Calendar + Add Data from Any Entity!
Users are more comfortable in working with date-oriented information in Calendar rather than traditional tabular format.
Calendar Pro App gives you the ability to not only manage Team Activities (tasks, phone calls, appointments, etc) but also enrich this data by adding information from other entities (Opportunities/ Contracts / Company Holidays / Marketing etc)!
Common Use-Cases:
- Manage (Create/Edit/Clone/Mark Complete/Assign/Delete) Team Appointments, Phone Calls, Tasks (& other activities)
- Track Opportunities Nearing Close Date
- Track Contracts nearing Expiration
- View your Marketing Campaign Calendar
- View Company Holidays in your Team Activity Calendar (Custom entities supported)
Product Features
Easily manage your Teams Activities – Task, Appointments, Phone Call, Email, Service Activity, Custom Activity
Make your Activity Calendar data more useful by adding information from other Entities eg Displaying Opportunities which are approaching Est. Close Date OR displaying Contracts which are approaching Expiry OR displaying Holiday data from custom entity “Holidays”
Can create as many Calendars as needed (and share them with all or specific Users/Teams)
Fully customizable Global as well as Personal settings (you can customize calendar to meet your specific needs…eg select colours for each activity, customize the tool-tip, calendar item title, calendar views etc)
Multiple Calendar Views supported: Classic Calendar View, Timeline View, Agenda View, Top Down View
1-Click actions supported directly from Calendar – Mark Complete, Clone, Create, Edit, Delete, Cancel, Assign, Share URL (Cloning feature requires subscription to Zap Copy Record App)
Drag and Drop to reassign or change the date-time of any activity
Attachment icon displayed across Appointment activities having attachments
High priority activities can be shown with exclamation icon
Overdue activities can be shown with warning icon
Filter records easily in Calendar by using Search Control
Ability to embed Calendar even in Dashboard
Compatible with Dynamics 365 Mobile App
Multi-Language Compatible
Calendar Views
Multiple Calendar Views (4): Classic Calendar / Agenda / Timeline / Top Down
Time-Scale (3): Day / Week / Month
Feature Highlight #1: 1-Click Actions like: Edit/ Clone / Delete / Mark Complete / Mark Cancel / Assign
Feature Highlight #1: 1-Click Actions like: Edit/ Clone / Delete / Mark Complete / Mark Cancel / Assign
Feature Highlight #2: Easily Drag-and-Drop Appointments to change scheduled date/time or to reassign to different User
Feature Highlight #2: Easily Drag-and-Drop Appointments to change scheduled date/time or to reassign to different User
Feature Highlight #3: Build and Share Unlimited Calendars with your Team (each configuration could have different default values, filter conditions)
Feature Highlight #3: Build and Share Unlimited Calendars with your Team (each configuration could have different default values, filter conditions)
Feature Highlight #4: Add data from any Entity to Calendar (e.g showing Open Opportunities based on Est.Close date)
Feature Highlight #4: Add data from any Entity to Calendar (e.g showing Open Opportunities based on Est.Close date)
Feature Highlight #5: Using “Calendar Pro” from Mobile App
Feature Highlight #5: Using “Calendar Pro” from Mobile App
Feature Highlight #6: Multi-Language Compatibility
Feature Highlight #6: Multi-Language Compatibility
General FAQ
Yes, all our Zap Apps come with a 15-day trial. Please note that there is no functional difference between trial and licensed version.
Download and install the app solution file. Browse to Zap Apps >> Zap License to open the license registeration page (Refresh the page, if “Zap Apps” is not visible in sitemap). Fill-in the details and click “Register” button.
This will automatically start your 15-day trial. Feel free to email support@zapobjects.com if you have any questions.
You can purhcase any of Zap Apps from our online store. If you have already taken the trial then just let us know your CRM organization name and we will activate the trial to paid license online (no need to uninstall and reinstall the solution).
If you have not yet installed the solution in production then proceed with installation and registeration… once done let us know the CRM organization name.
All our apps are licensed by user-tier which is based on the total number of enabled CRM Users. To find the enabled CRM users, browse to Settings >> Security >> Users and change the view to Enabled Users.
Zap Objects offers few apps as free for commercial use. In-order to get your free license, register the license profile online. (Refer licensing KB articles for more info)
Zap Calendar Pro FAQ
Yes, you could club data from multiple entities and show them in Calendar along with activities (which also is optional).
When configuring Calendar, you can specify which all entity data needs to be included. Here you could also select any dynamic filters that need to be shown.
Yes, custom activities are also supported. You can filter by activity type from within calendar interface. Besides you could also pre-select which all activity types need to be shown in Calendar.
When using “Dynamics 365 from Phones” app, limited Calendar functionality is available. For example you can only create/edit following activities from mobile: Task, Phone Call, Appointment.
For more information regarding using Calendar Pro from mobile app, please refer our support KB articles.
Related Blog Posts
How to use Zap Calendar Pro App to View/Create Team’s appointments, tasks, phone-calls when using Microsoft Dynamics 365 CE for Sales
Our behavior is influenced by how easy or difficult we perceive an action to be. An easy-looking calendar is more likely to gain a positive, visceral reaction in comparison to a plain list of activities [...]