Calendar - Do you set your work hours in CRM and your Outlook calendar?
Last updated by Brady Stroud [SSW] 4 months ago.See historySetting up an Outlook calendar can be highly beneficial not just for you, but also for others who need to see your availability. By sharing your calendar with your colleagues, they can easily see when you are free or busy and can schedule meetings or appointments with you.
This can avoid scheduling conflicts, especially when different people work different hours. For example, if the company has standard hours (9am to 6pm), when someone is working different hours (say 8am to 5pm) it is desirable to have this visible in Outlook for others making an appointment.
Set your work hours in Outlook Calendar
You should always set your working hours in your Outlook calendar so others knows when you are working, this will help us to:
- ✅ Let others know when you are working
- ✅ Allow for better company resource scheduling
- ✅ Communicate better with part time employees and contractors
On Windows OS
- Go to your Outlook calendar
- Click on File | Options
Figure: Options tab on Outlook settings | Windows OS - Click on Calendar
Figure: Calendar tab on outlook options | Windows OS - Set your work hours
Figure: Modification of work hours in outlook settings | Windows OS
On macOS
- Go to your Outlook calendar
- Click on Settings
Figure: Settings icon on outlook | macOS - Click on Calendar
Figure: Calendar tab on outlook settings | macOS - Set your work hours
Figure: Modification of work hours in outlook settings | macOS
Once you set this up, you will be able to see the grey area in "Scheduling assistant" so you know what's the best time to book that person.
Set your work hours in CRM
This only allows for times that are the same every day. You should also update the work hours field in your CRM Details Tab.