A Step-by-Step Guide to Designing Your Marketing Calendar in Dynamics 365 CRM

This article provides a guide on designing a marketing calendar in Dynamics 365 CRM. A well-organized calendar is essential for managing and optimizing marketing efforts. The marketing calendar allows you to schedule meetings, track task progress, monitor user schedules, and visualize time-box activities. There are two types of marketing calendars: entity-level calendars and form-level calendars. The article provides step-by-step instructions on how to add a marketing calendar to an entity and a form. It also explains how to set up the entities accessible for a calendar, configure default colors for each entity, and customize colors at a record level. Using a marketing calendar can help you stay organized and meet deadlines and goals.

Article 11m Microsoft Dynamics 365 CRM Tips and Tricks

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