Tip #1206: View any Dynamics 365 record on a calendar

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.

  1. Go to Settings->Customization->Customize the System
  2. Open the configuration for the entity that you want to use the calendar control (Opportunities in our example)
  3. Click the View tab
  4. Click “Add Control” and select the calendar control.
  5. 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.

The view for opportunities in unified interface will now show a calendar based on the selected view.

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.

15 thoughts on “Tip #1206: View any Dynamics 365 record on a calendar

  1. Niyati says:

    Nice Post !!
    Is this possible in D365 custom ?

  2. Eunice Park says:

    Hello, is it not possible to display custom activity entities this way?

    • Joel Lindstrom says:

      Follow the instructions in the post. Add the control to the activity entity. Does it work? Let us know when you try it

  3. Shruti says:

    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

  4. Sophia says:

    Hi, is there a possibility to change the view which behind the calendar control?

  5. Michael says:

    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.

  6. Omhden Yonzon says:

    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.

  7. jana says:

    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

  8. mila says:

    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

  9. Lee says:

    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.

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