Forum Discussion
100 ways to do 100 things...
- Have a team of 10 sales people.
- We want to set up a calendar so that we can see all of their sales calls/meetings.
- Not their other items such as Lunch, Private, etc
There are probably several ways to achieve this...would love to hear some of the ways you all would acheive this.
5 Replies
- Salvatore BiscariSilver Contributor
What about using a Group and the connected calendar?
(Also if, unfortunately, at the moment the Group calendar items will actually be only "meetings" and not "appointments" - but in other threads we have explored workarounds to mitigate this shortcoming...)
- John PanCopper Contributor
Loryan Strant - another ditto response. I explained to them that someone just needs to open up people's calendars. But they only want to see prospect meetings...which leads to Salvatore Biscari note...
Please Salvatore Biscari...elaborate more.
- Salvatore BiscariSilver Contributor
Have you seen this article?
Also, give a look to this thread: https://techcommunity.microsoft.com/t5/Office-365-Groups/Group-Calendars-why-would-we-use-one/m-p/38977/highlight/true#M1711
And to this one too: https://techcommunity.microsoft.com/t5/Office-365-Groups/Enhancements-to-O365-Groups-Calendar-in-Outlook-Never-miss-an/m-p/41556/highlight/true#M1817
- Do you want to create an aggregated view of all of their calendars?
If so, there's a few ways about this, but a pre-requisite is going to be that they set the permissions of their calendar to be at a level where the subject of meetings is visible (not just Free/Busy).
One way to do this would be for the person who wants to view all 10 calendars to simply open each person's calendar in Outlook. The calendar display in Outlook allows you to display multiple calendars side by side, although for 10 people you won't be able to see much. So you can actually compress them all into one calendar view which allows you to see gaps.
Alternatively you could potentially look to get something built in SharePoint, but I don't think there's anything out of the box for that.
The question I would be asking is what is the actual objective of seeing all their calendars? You can't filter out things like lunch because there's no way to do this programmatically unless everyone uses the exact same wording for the appointment. You can obviously not see private items so that's not an issue.
If the objective is to see their availability - then the Scheduling Assistant in Outlook meeting invites will provide you with recommendations on free slots for scheduling meetings.
If it's to keep an eye on their calendars for the purpose of micromanaging, you are probably better off doing this by exception for the poor performers - not across everyone.I agree with Loryan,
The best way to acomplish your view could be the calendar view in Outlook with all and you can select "Schedule View"