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Zap Calendar Pro (Schedule Anything)
Manage Team Activities + Add Any Entity/Table Data + Schedule Anything
Users are more comfortable in working with date-oriented information in Calendar-like interface rather than traditional tabular format.
Zap Calendar Pro App provides a custom Calendar interface within your Dynamics 365 Sales, Customer Service & Power Apps. Any dynamics 365 data having Date-Time can be easily visualized in the Calendar.
Conceptually, this calendar interface is a visual representation of “resources” vs “events” (where both resources and events are configurable).
By default “Resources” are set as “Users” and “Events” as “Activities”. Mapping field between Resources and Events is the record owner of the activity. However you have the ability to use a different entity for Resource…a different Event… as well as a different mapping field between Resource and Event. All of this is CONFIGURABLE.
Common Use-Cases:
- Team Activity Calendar: Manage Team Appointments, Phone Calls, Tasks (& other activities)
- Share Calendar internally: Better collaborate with others by sharing calendars with selected users/teams.
- Availability Scheduling: Streamline scheduling by allowing resources to manage their availability / absence.
- Opportunity Calendar: Track Opportunities Nearing Close Date
- Service Activity Calendar: Schedule Service Activities
- Managing Equipment
- Bookings Calendar: Schedule Field-Service Work Orders
- Marketing Campaign Calendar: View your Marketing Campaign Calendar
- Leads Follow-Up Calendar
- Scheduling of Rooms for trainings
Works With:
Product Features
Visualize any Dynamics 365 / Power Apps data in Calendar
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”
Make better business decisions – easily see the gaps or over-commitment in your teams calendar
Schedule data even from custom entities (e.g. Scheduling of rooms for trainings)
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
Completed, Overdue activities can be shown with completed & warning icons respectively
Ability to embed Calendar even in Dashboard
Mobile Friendly: No need to download any other app within your mobile. Zap Calendar Pro lives within your PowerApps Mobile App.
Multi-Language Compatible
Dynamic Search: Quickly find the events that you are looking for (in the Calendar) by searching keywords. Type-in a team-member name to quickly filter-out only their calendar entries
Conditional Coloring: Color-code data to easy to view and organize what’s important. You can color-code by event property (e.g. Activity Status) or even by owner (e.g. viewing activities color-coded by activity owner)
Dynamic Filters: Filter calendar data by event properties or resources. (e.g. filter all activities shown in calendar based on activity status or type). You can configure multiple filters for each calendar.
Calendar Views
Multiple Calendar Views (4): Classic Calendar / Agenda / Timeline / Top Down
Time-Scale (3): Day / Week / Month
Feature Highlight #1: Team Activity Calendar with 1-Click Actions like: Edit/ Clone / Delete / Mark Complete / Mark Cancel / Assign
Feature Highlight #1: Team Activity Calendar with 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) – Color-Coded By Owner
Feature Highlight #4: Add data from any Entity to Calendar (e.g showing Open Opportunities based on Est.Close date) – Color-Coded By Owner
Feature Highlight #5: Enable Recurrence properties for any Event (e.g. Create custom activity “Availability” & enable recurrence…now can use this event to show user/resource availability in Calendar)
Feature Highlight #5: Enable Recurrence properties for any Event (e.g. Create custom activity “Availability” & enable recurrence…now can use this event to show user/resource availability in Calendar)
Feature Highlight #6: Using “Calendar Pro” from Mobile App
Feature Highlight #6: Using “Calendar Pro” from Mobile App
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.
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