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.
- Click Event Schedules in the left navigation menu
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
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.
- Navigate to on an event page in the portal.
- On the portal inline editing toolbar, click New
- Click Event Schedule
- Specify values for the fields provided
- Click Save
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.
|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.|
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management permissions may be granted the ability to use "Preview Mode", which allows these users to see ("preview") unpublished content.
One of the following:
|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.|