Event Schedules configure both one-off and recurring events, with schedule exception handling (see Event Schedule Exceptions), recurrence ranges and off-limits day of week filters.

Managing Event Schedules in CRM

Creating, editing, and deleting event schedules can be done within Microsoft Dynamics CRM.

  • Login to CRM
  • Navigate to Event Management
  • Click Events
  • Double-click on an existing Event listed in the grid that you would like to create, edit, or delete an event schedule for.

Events

  • Click Event Schedules in the left navigation menu

Event Schedules

To create a new event schedule

  • Click Add New Event Schedule

To edit an existing event schedule

  • Double-click on an existing Event Schedule listed in the grid

Event Schedules

Event Schedule

Managing Event Schedules on a Portal

For portal users with content management permissions, event schedules can be managed using the portal inline editing interface. If your user account has been assigned the necessary permissions, the inline editing interface will appear automatically when you sign in to the portal.

Inline Editor - Create New Event Schedule

  • Specify values for the fields provided
  • Click Save

Create a new event schedule

Event Schedule Example

Attributes & Relationships

The table below explains many of the Event Schedule attributes used by Adxstudio Portals. It is important to note that the way in which many of the content/display-oriented attributes are rendered is controlled by the Page Template used, and thus by the portal developer.

NameDescription
Name Name of the event schedule.
Event  The event associated with the schedule. 
Event Location  The event location associated with the schedule.
Start Time  The date and time the event begins.
End Time  The date and time the event concludes. 
All Day Event  Checked indicates the event occurs through ought the full day. 
Publishing State 

The current publishing workflow state of the event schedule, which may dictate whether or not the event schedule is visible on the site. See Publishing States. The most common use of this feature is to provide "published/draft" control over content.

Users with content management permissions may be granted the ability to use "Preview Mode", which allows these users to see ("preview") unpublished content.

Recurrence 

One of the following:

  • Nonrecurring - Indicates the event occurs one time only.
  • Daily - Indicates the event occurs daily.
  • Weekly - Indicates the event occurs weekly.
  • Monthly - Indicates the event occurs monthly.
Max Recurrences  A number indicating the maximum number of times the event will recur.
Week  An integer value between 1 and 5 indicating a month's week number for a monthly occuring event to take place.
Recurrence End Date  A date and time indicating when a recurring event will no longer continue to recur.
Interval  An interger value that indicates how often the frequency repeats.
Sunday  Checked indicates Sunday is an acceptable day for a recurring date to occur on.
Monday  Checked indicates Monday is an acceptable day for a recurring date to occur on.
Tuesday  Checked indicates Tuesday is an acceptable day for a recurring date to occur on.
Wednesday  Checked indicates Wednesday is an acceptable day for a recurring date to occur on.
Thursday  Checked indicates Thursday is an acceptable day for a recurring date to occur on.
Friday  Checked indicates Friday is an acceptable day for a recurring date to occur on.
Saturday  Checked indicates Saturday is an acceptable day for a recurring date to occur on.
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