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RE: Calendar for a Process

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Hi there!

This is not possible out-of-the-box.  Here are a some suggestions for solutions.

  • You can create the calendar activities using Appointments and render the calendar in a report.  
  • You can also use the Outlook calendar functionality and create a plug-in that sends meeting requests to that calendar such as is described in this blog.
  • www.powerobjects.com/.../sending-meeting-requests-with-microsoft-dynamics-crm
  • You can create a custom screen to display the calendar.
  • You can set up a SharePoint site for each project and use the calendar function there--possibly integrate that with CRM so it is visible in both places.

None of these solutions use the built-in toolset; instead they require advanced skills for reporting and extending CRM.


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