How to create a calendar
Dynamics 365 does not have a standalone "create calendar" feature like a scheduling tool. Availability is managed through Outlook Calendar (synced with Dynamics 365) or the Activities Calendar view. This process requires setting up Outlook synchronization and adjusting permissions in the Microsoft 365 admin portal.
How to do it in Teeo
“Create a sales calendar available Monday to Friday from 9am to 6pm with 45-minute meetings”
Your calendar is configured with available times and the link to schedule meetings.
How to create a calendar in Microsoft Dynamics 365: step by step
Requirements
- ·Requires an active Microsoft Dynamics 365 Sales license and access to the Microsoft 365 portal
- ·Outlook synchronization can take up to 15 minutes to activate
- ·There is no native 'scheduling link' feature — Microsoft Bookings is required separately
Sign in to Dynamics 365 Sales
Go to https://dynamics.microsoft.com and enter your Sales Hub environment. On the top navigation bar, confirm you are in the correct module.
Enable Outlook synchronization
Go to Settings (gear icon) > Advanced Settings > Email Management > Mailboxes. Select your mailbox and click 'Approve Email'.
Configure calendar synchronization
In the same mailbox panel, make sure 'Appointments, Contacts, and Tasks' is set to 'Server-Side Synchronization'. Click Save.
Test and enable the mailbox
Return to the mailboxes list, select yours, and click 'Test & Enable Mailboxes'. Wait for the confirmation message (this may take several minutes).
Access the Activities Calendar view
In the Sales Hub main menu, navigate to Activities. In the list view, click the calendar icon to switch to the calendar view.
Create availability appointments
Click on a time block in the calendar to create a new Appointment Activity. Fill in the subject, start date, and end time to represent your availability block.
Configure Microsoft Bookings (optional)
To get an external scheduling link, go to https://outlook.office.com/bookings and create a new business. Set working hours Monday to Friday, 9am to 6pm, with 45-minute appointments.
Share your Bookings link
In Microsoft Bookings, copy the booking page link from 'Booking Page'. Share this link with clients or prospects so they can schedule meetings.
Frequently asked questions
Does Dynamics 365 have a scheduling link like Calendly?
Not directly. To have an external booking link you need Microsoft Bookings, a separate tool included in some Microsoft 365 plans. Dynamics 365 alone only shows internal activities and appointments.
How long does it take for Outlook calendar to sync with Dynamics 365?
The initial sync can take between 5 and 15 minutes after enabling server-side synchronization. Subsequent changes sync approximately every 15 minutes.
Can I view other team members' calendars in Dynamics 365?
Yes, if you have the correct permissions. In the Activities calendar view, you can use the user selector to see other team members' appointments, as long as you have an admin role or read permissions on their records.