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Calendar View Based on a Custom Entity

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  • 1.  Calendar View Based on a Custom Entity

    SILVER CONTRIBUTOR
    Posted Jun 04, 2018 03:58 PM
    We are looking for a calendar add-in that will display records from a custom entity with a date field.  Please let me know if you use one or recommend one.  We are using Dynamics 365 for Sales.  Thank you

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    Johnny Bolton
    Senior Business Analyst
    State Volunteer Mutual Insurance Company (SVMIC)
    Brentwood TN
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  • 2.  RE: Calendar View Based on a Custom Entity

    TOP CONTRIBUTOR
    Posted Jun 04, 2018 04:12 PM
    Hi Johnny,

    If you are on Version 9 and using unified user interface (otherwise only available for phone and tablets), you can use the Calendar Control to achieve this.

    You can find more information here and here.




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    BR,
    Niels
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  • 3.  RE: Calendar View Based on a Custom Entity
    Best Answer

    TOP CONTRIBUTOR
    Posted Jun 05, 2018 06:36 AM
    Johnny,

    I'll reply here (you sent a direct messages to me instead of posting here).

    As I wrote in my first post, the Calendar Control only works in the desktop version, if you are using the new Unified User Interface. All the Apps that end on 'Hub' are running on the UUI. E.g. the Sales Hub, Customer Service Hub etc. You can also create your own app, and select Unified User Interface for that - and will work.

    The UUI:

    The Calendar Control doesn't work in the Refreshed UI (classic Dynamics 365 web browser client)


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    BR,
    Niels
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  • 4.  RE: Calendar View Based on a Custom Entity

    SILVER CONTRIBUTOR
    Posted Jun 05, 2018 09:27 AM
    Got it.  Thanks again Niels

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    Johnny Bolton
    Project Manager
    State Volunteer Mutual Insurance Company (SVMIC)
    Brentwood TN
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  • 5.  RE: Calendar View Based on a Custom Entity

    SILVER CONTRIBUTOR
    Posted Jun 08, 2021 03:14 AM
    Hello Johnny,

    Dynamics Calendar 365 is the best option for the custom entities with the date field. You can filter activities according to their statuses and priorities i.e. Open, Scheduled, Canceled, etc., and also to contacts, accounts as well as other modules related to accounts and contacts.

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    www.appjetty.com/dynamics-crm.htm
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