of the
I want to see a calendar of my opportunities based on estimated close date (or other date field on the opportunity record). Can I do that, or do I need to license a third party add-on?
Sales Manager
If you use unified interface, you can display any record in a calendar view via the calendar control.
- Go to Settings->Customization->Customize the System
- Open the configuration for the entity that you want to use the calendar control (Opportunities in our example)
- Click the View tab
- Click “Add Control” and select the calendar control.
- Click the dot for every interface from which you want the calendar control to be available.
You will then need to map the calendar fields to the desired values. For example, if you want the date to be based on estimated close date, you would select estimatedclosedate for the Start date.
How do I switch to the normal list view?
To switch back to the list of records, click the “…” button on the command bar, and select read only or editable grid (if enabled) to toggle to the normal list view.
I have multiple date fields that I would like to display on the calendar–can I do that?
The calendar control properties allow you to specify two different date fields–start date and end date. If you have two dates that are sequentially related, such as schedule date and installation date, you can map both of these values, and that will determine the time block duration of the item on the calendar view. If you have multiple unrelated dates or want to have different views displaying different dates, the calendar control is not designed to work that way.
Nice Post !!
Is this possible in D365 custom ?
Just unified interface
Hello, is it not possible to display custom activity entities this way?
Follow the instructions in the post. Add the control to the activity entity. Does it work? Let us know when you try it
Somehow it didn’t work with just this; only way it worked on dashboard was if we copy pasted in Iframe in dashboard ..then it was visible
It works in unified interface—if you still see the standard view, click the …. and select show as, then select the calendar visualization
https://crmtipoftheday.com/wp-content/uploads/2019/07/calendar-view.png
Hi, is there a possibility to change the view which behind the calendar control?
I want to use the “Show Selected Views” Option to change between different views.
Is it possible to set the icon’s color based on the status of the activity in the calendar control’s activity view?
I’ve already set the color in the appointment’s view (by status code) and it works, it shows me the appointment in different color based on the status. the problem is that when i try to set the same in the activity’s view it does not work.
I’ve set the calendar control for activities entity but the details are not visible, I’ve followed all the steps but still no luck. Have i missed anything?
Not sure what do you mean by “the details are not visible”. Calendar is displayed but to text for the individual activities? Did you set the Description property in the control configuration? Setting it to Subject does the trick.
I also had the same issue of displaying subject in view, but setting description to Subject worked for me, Thanks a ton!!
Awesome! Thanks.
The calender is showing in day/week view 24h, which when built into a dashboard does not look very nice. Is there a way to limit the shown hours to 9-6 or simply working hour?
Thanks!
Jana
i can see the calendar for my activities, however when i make a task or appointment it doesn’t show something on the calender.
Settings:
– actualstartdate
– subject
– actualenddate
– actualduration
Please edit your settings to scheduledstartdate, scheduledenddate and scheduledduration.
Hi, thanks for sharing. Is there a way to combine few entities in a single calendar? It makes more sense to see all event, social post, customer journey in a single calendar, or all appointment, task, phone call in a singe calendar.
As per above steps, calendar control needs to be added on system views. What’s the solution if user wants to see calendar view for their Personal Views?
With the newer Calendar Control V2, the end date is now required. Here are some weird/normal things to keep in mind:
– the default Day/Week/Month view is based on the user’s personalization options
– Obviously doesn’t work in Classic (so testing in Advanced Find won’t work)
– In month view, hover doesn’t do anything whereas Week and Day show you the full subject and the start to end
– It doesn’t appear to work for anything in the past (no matter if it is completed or not)
Update to my previous reply…. Past Events work for Appointments but not a custom activity.
Can I add personal view to a calendar view ?