PowerCalendar User Guide

Security Roles

Once PowerCalendar is imported you will notice two new security roles in your CRM system. The first is the PowerCalendar Admin role, this security role should be granted to users that need access to all teams in the system. The second security role is PowerCalendar User, this role should be applied to all users that you want to be able to use PowerCalendar – this role will respect existing restrictions of users.

Users will also need to be assigned the PowerCalendar App User role to access the PowerCalendar model driven app.


Using PowerCalendar

Once you have successfully imported and registered the PowerCalendar solution in your CRM system, you will notice a PowerPack section under the main navigation ribbon, this is where you will find PowerCalendar.

PowerCalendar

Selecting a Team

When you open the right side of the calendar users will see a settings tab. Popping this open will enable users to select which team they would like to view on the calendar. Once you have select the team, all the members of that team will be listed out – in the list users can choose the individual members that they would like displayed on the calendar.

PowerCalendar

Filtering

Once you have selected which team calendar you would like to view, you can narrow your results by choosing which activities you would like to be populated on the calendar (Task, Appointment, or Phone call). Below that selection you can filter even further by choosing the activity status type (Open/Scheduled, Completed, and Canceled).

PowerCalendar

Navigating PowerCalendar Views

There are multiple ways in which users can navigate through the calendar.

PowerCalendar

View filter
The View Filter will allow users to choose whether the calendar appears in Month, Week, or Day form

Today’s view
The Today’s view icon will automatically jump users to the current day of the calendar.

Month selector
The Month Selector allows users to scroll through the months.

Refresh Calendar
The Refresh Calendar icon will refresh the information being shown on the grid so the user is always looking at the latest information.

 


Creating New Activities

Additional to viewing team member’s tasks, appointments, and phone call activities on the calendar you can also add new activities for yourself or other team members.

Note: PowerCalendar does not support custom entities 

First, users must select the date they wish to add the activity and then select the "+" symbol to display the activity drop down menu.  Select the activity type you wish to add, complete the desired activity fields and save.

powercalendar-add-activity


Adding PowerCalendar to an Enttiy Form

You can also use PowerCalendar to display activities only for one particular entity, if you wish. To add PowerCalendar to an entity form, navigate to Customize the Form, add the "ppcl_/PowerCalendar.html" web resource to your form, expand the web resource to fill about 25 rows, save and publish.

PowerCalendar will now only display activities for the selected team, for this record.


Using PowerCalendar in new UCI

PowerCalendar is compatible with the Dynamics 365 online UCI. Make sure you have the UCI compatible version downloaded from our website and installed in your CRM.

Once you have PowerCalendar installed you can to add it to your sitemap, along with the entities and web resources the solution provides by editing an app and adding the components in your app designer.

 

 


Uninstalling PowerCalendar

To uninstall, navigate to Settings > Solutions > select the PowerCalendar solution and select delete. Deleting the solution will remove any trace of the PowerCalendar solution from your CRM system.

Uninstalling the solution does not unsubscribe the solution.  If you're discontinuing use of the add-on, you must first unsubscribe in the solution.


Thank you for your interest in PowerCalendar, should you choose to subscribe you will be charged $1/enabled CRM user/month. If you have any questions or run into any issues with PowerCalendar, our friendly support team is here to help!

 

Support

We’re always here to help. Click one of the links below to see a list of frequently asked questions, view the entire PowerPack knowledgebase or contact a PowerPack Pro.