{"id":6166,"date":"2021-07-14T18:26:07","date_gmt":"2021-07-14T12:56:07","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=6166"},"modified":"2024-12-13T14:28:27","modified_gmt":"2024-12-13T08:58:27","slug":"how-to-add-the-calendar-inside-any-entity-record-details","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/","title":{"rendered":"How to Add the Calendar Inside any Entity Record Details"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/#Step_1_Navigate_to_the_DynamicsCRM_Settings\" >Step 1:  Navigate to the DynamicsCRM Settings<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/#Step_2_Select_the_entity_to_configure_the_calendar_inside_the_record\" >Step 2:  Select the entity to configure the calendar inside the record<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/#Step_3_Open_the_Form_and_configure_the_layout\" >Step 3:  Open the Form and configure the layout<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/#Step_4_Add_Web_Resource\" >Step 4:  Add Web Resource<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/#Step_5_Navigate_to_the_record_of_the_Account_entity\" >Step 5:  Navigate to the record of the Account entity<\/a><\/li><\/ul><\/nav><\/div>\n<p>In the Microsoft Dynamics CRM, the calendar control (Calendar Control V2) provides the facility to manage tasks from the calendar of the individual CRM entities\u2019 records by configuring the calendar.<\/p>\n<p>When you are building a team and managing the CRM records, you will need to check the Calendar\u2019s record to get a better understanding. So, you will not be required to navigate to the DynamicsCRM default calendar view. But the default calendar of the DynamicsCRM has some limitations.<\/p>\n<p>Using Microsoft DynamicsCRM custom calendar integration app AppJetty Calendar365 provides to create, manage, and track the CRM activities from the calendar itself. You can perform the activities by using many advanced features of Calendar 365.<\/p>\n<p>From the DynamicsCRM backend side, you can enable the Calendar 365 for an individual CRM entity record. You will get the activities on the calendar inside the specific entity record.<\/p>\n<p>For that, you need to configure the Form and the web resources for the entity. In this blog, we will guide you on how to configure the calendar view inside the individual Entity record details.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_the_DynamicsCRM_Settings\"><\/span>Step 1:  Navigate to the DynamicsCRM Settings<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You will find the \u2018Settings\u2019 icon on the top-right corner. Click on that icon and then click on the<br \/>\n\u201cAdvanced Settings\u201d to navigate to the DynamicsCRM Backend.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/DynamicsCRM-Settings.png\" alt=\"DynamicsCRM Settings\"><br \/>\n<\/p>\n<p>By clicking on the Advanced Settings, you will navigate to the Business Management page in a new browser tab.<\/p>\n<p>Now, click on the Settings \u2192 Customizations.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/DynamicsCRM-Settings-2.png\" alt=\"DynamicsCRM Settings-2\"><br \/>\n<\/p>\n<p>From the Customization, click on the \u201cCustomize the System\u201d.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Select_the_entity_to_configure_the_calendar_inside_the_record\"><\/span>Step 2:  Select the entity to configure the calendar inside the record<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on \u2018Customize the System\u2019, a new browser tab (Power Apps) will open to configure the components.<\/p>\n<ul class=\"bullet\">\n<li>Click on the entity for which you want to configure the record calendar.<\/li>\n<li>Click on the Entity (i.e. Account)<\/li>\n<li>\n<p>Click on the \u2018Forms\u2019, it will show you a list of the Forms.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/calendar-inside-the-record.png\" alt=\"calendar inside the record\"><br \/>\n<\/li>\n<li>Select the form to configure the calendar details.<\/li>\n<\/ul>\n<p>Here, the configuration is about the calendar for the Account entity and it will require choosing the default Form to display the calendar inside the account record.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Open_the_Form_and_configure_the_layout\"><\/span>Step 3:  Open the Form and configure the layout<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on any Form, it will open the details of the Form.<\/p>\n<p>Click on the \u201cInsert\u201d and insert the \u2018Tab\u2019 as per the layout that you want to be displayed. i.e. One Column.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/configure-the-layout.png\" alt=\"configure the layout\"><br \/>\n<\/p>\n<p>It will add a tab to the entity form.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/configure-the-layout-2.png\" alt=\"configure the layout-2\"><br \/>\n<\/p>\n<p>Once the new tab is inserted in the entity form, double clicking on the \u2018Tab\u2019 label, a \u201cTab Properties\u201d popup will appear.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/configure-the-layout-3.png\" alt=\"configure the layout-3\"><br \/>\n<\/p>\n<p>Insert the \u201cName\u201d &#038; \u201cLabel\u201d for the form and press the OK button.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Add_Web_Resource\"><\/span>Step 4:  Add Web Resource<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Add \u201cWeb Resource\u201d to the form that will display the record calendar inside the tab of the entity record.<\/p>\n<ul class=\"bullet\">\n<li>\n<p>Select the tab and click on the Web Resource.<\/p>\n<p>\t<img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Web-Resource.png\" alt=\"Web Resource\"><br \/>\n<\/li>\n<li>\n<p>By clicking on the Web Resource, the popup named \u201cWeb Resource Property will appear.<\/p>\n<p>\t<img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Web-Resource-2.png\" alt=\"Web Resource-2\"><\/li>\n<li>Select the Web resource from the Lookup Records. Insert Web resource, Label, Name.<\/li>\n<li>Select aoc_recordCalendar as webresource.<\/li>\n<li>Click on the \u201cFormatting\u201d to set a row to see the calendar in proper format.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Web-Resource-3.png\" alt=\"Web Resource-3\"><br \/>\n<\/p>\n<p>You need to select the Formatting for the Layout to adjust the calendar in the proper format.<\/p>\n<ul class=\"bullet\">\n<li>Press OK to save the properties.<\/li>\n<li>Save and Publish the Form.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_Navigate_to_the_record_of_the_Account_entity\"><\/span>Step 5:  Navigate to the record of the Account entity<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, navigate to any entity record (account entity), you will get the new tab as you have configured. By clicking on it, you will get the record calendar.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/07\/Account-entity.png\" alt=\"Account entity\"><br \/>\n<\/p>\n<p>You can check the calendar activities for individual records and from here, you can create and manage the activity for that individual record.<\/p>\n<p>You can configure the <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">AppJetty Calendar 365<\/a> inside the specific entities from the DyanmcisCRM backend customization settings. From the custom calendar of Calendar 365, you can manage all your activities including tasks, recurring appointments, phone calls, service and campaign activities, etc right from your Dynamics CRM. \u2018Calendar 365\u2019 plugin is compatible with Microsoft Dynamics 365 (online and on-premises). <\/p>\n<p>If you want to know about any feature regarding AppJetty Calendar365, feel free to reach out to us at sales@appjetty.com or you can just click on \u201cContact Us\u201d.<\/p>\n<div class=\"buttons-row\">\n<p><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/contacts\/\">Contact Us<\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In the Microsoft Dynamics CRM, the calendar control (Calendar Control V2) provides the facility to manage tasks from the calendar of the individual CRM entities\u2019 records by configuring the calendar. When you are building a team and managing the CRM records, you will need to check the Calendar\u2019s record to get a better understanding. So,&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-add-the-calendar-inside-any-entity-record-details\/\">Continue reading <span class=\"screen-reader-text\">How to Add the Calendar Inside any Entity Record Details<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":6167,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[62],"tags":[],"class_list":["post-6166","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-calendar-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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