> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-resource-planner/user-guide/using-resource-planner-with-my-crm.md).

# Using Resource Planner with My CRM

Resource Planner can be used as a **diary management** tool by integrating with **My CRM**. Activities created in Resource Planner are automatically synchronized with the user's appointments in My CRM, providing a single view of scheduled activities.

For example, if a user records activities for a particular day in Resource Planner, those activities are automatically displayed in the **Appointments** section of the user's **My CRM** page. Likewise, appointments created in **My CRM** are automatically reflected in the Resource Planner calendar.

This synchronization ensures that users can manage their schedules from either interface while keeping both views up to date.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F92TSoiMPWn9RUiYmtAP3%2FMy%20CRM.png?alt=media&amp;token=4c53599a-8945-45b7-8140-47f3a65a05e7" alt=""><figcaption></figcaption></figure>

#### Synchronization with My CRM

Resource Planner and My CRM work together by automatically sharing appointment information.

The synchronization provides the following benefits:

* Activities created in **Resource Planner** appear in the user's **My CRM – Appointments** section.
* Appointments created in **My CRM** are automatically displayed in **Resource Planner**.
* Users can view the schedules of all users configured as **View as Resource** within Resource Planner.

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F09tKB5txsddvijoPAqwm%2FSync.png?alt=media&amp;token=2802c258-8423-4905-9461-9664ef1091f7" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F9iHwd30b6rG1a7omc2qj%2FFind.png?alt=media&amp;token=1e30935e-1a92-4335-a888-7b1e7f915844" alt=""><figcaption></figcaption></figure>

This integration provides a centralized view of resource availability and user schedules, making Resource Planner suitable for both resource scheduling and diary management.
