{"id":6895,"date":"2022-01-12T11:07:11","date_gmt":"2022-01-12T05:37:11","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=6895"},"modified":"2024-12-13T14:27:45","modified_gmt":"2024-12-13T08:57:45","slug":"how-to-get-entity-records-in-dynamics-365-crm-custom-calendar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-get-entity-records-in-dynamics-365-crm-custom-calendar\/","title":{"rendered":"How to Get Entity Records in Dynamics 365 CRM Custom Calendar?"},"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-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_1_Navigate_to_the_AppJetty_Calendar_365\" >Step 1: Navigate to the AppJetty Calendar 365<\/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-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_2_Navigate_to_%E2%80%9CEntity_Calendar%E2%80%9D\" >Step 2: Navigate to \u201cEntity Calendar\u201d<\/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-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_3_View_Entity\" >Step 3: View Entity<\/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-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_4_Search_Entity_Records\" >Step 4: Search Entity Records<\/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-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_5_See_Entity_Records_in_List_View\" >Step 5: See Entity Records in List View<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-entity-records-in-dynamics-365-crm-custom-calendar\/#Step_6_Weekends_Upcoming_Events\" >Step 6: Weekends &amp; Upcoming Events<\/a><\/li><\/ul><\/nav><\/div>\n<p><span style=\"font-weight: 400;\">Microsoft Dynamics 365 CRM user with administrator rights can manage the CRM activities from the default calendar of Dynamics 365 CRM. It provides the default calendar to check the CRM activities, however, by navigating to the CRM activities individually.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can also check the calendar for the entities from the default calendar of Dynamics CRM. But, you need to navigate to the individual entity records or it will require backend configuration to customize the default calendar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft Dynamics 365 CRM plugin, <\/span><b>AppJetty Calendar 365<\/b><span style=\"font-weight: 400;\"> is the best option to get the CRM activities and the entity records on the calendar in one place. You can manage and track the CRM activities and entity records as well on the calendar of Calendar 365. You can filter activities according to their statuses and priorities i.e. Open, Scheduled, Canceled, etc.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this blog, we have explained how to get the entity records on the calendar using the Entity Calendar.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_the_AppJetty_Calendar_365\"><\/span><b>Step 1: Navigate to the AppJetty Calendar 365<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Click on \u201cCalendar 365\u201d from the apps list and navigate to the custom calendar of Calendar 365.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6896 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-1.png\" alt=\"\" width=\"1172\" height=\"637\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-1.png 1172w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-1-1022x555.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-1-768x417.png 768w\" sizes=\"auto, (max-width: 1172px) 100vw, 1172px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will navigate to the custom calendar of Calendar 365. Here, you will see the three types of calendars:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">&gt; Resource Calendar<\/span> <span style=\"font-weight: 400;\">&gt; Customer Calendar<\/span> <span style=\"font-weight: 400;\">&gt; Entity Calendar<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6898 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-2.png\" alt=\"\" width=\"1427\" height=\"751\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-2.png 1427w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-2-1022x538.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-2-768x404.png 768w\" sizes=\"auto, (max-width: 1427px) 100vw, 1427px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">From the top-right side corner, you will find the \u2018Settings\u2019 (gear) icon to configure Calendar 365 settings. <\/span><span style=\"font-weight: 400;\">By clicking on the \u2018Settings\u2019 icon, you will get the configuration of the Calendar 365 in the new tab.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6899\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-3.png\" alt=\"\" width=\"974\" height=\"712\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-3.png 974w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-3-768x561.png 768w\" sizes=\"auto, (max-width: 974px) 100vw, 974px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will see the separate configuration for \u201cEntity Calendar\u201d<\/span><span style=\"font-weight: 400;\">. You can configure the default views &amp; other options to display the entity records.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Navigate_to_%E2%80%9CEntity_Calendar%E2%80%9D\"><\/span><b>Step 2: Navigate to \u201cEntity Calendar\u201d<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">By clicking on the \u201cEntity Calendar\u201d, you will track the entity records on the calendar.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6900 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-4.png\" alt=\"\" width=\"1426\" height=\"753\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-4.png 1426w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-4-1022x540.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-4-768x406.png 768w\" sizes=\"auto, (max-width: 1426px) 100vw, 1426px\" \/><\/p>\n<p><b>Entity Calendar<\/b><span style=\"font-weight: 400;\">:<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">You need to select the \u201cEntity\u201d from the <\/span><b>Entity Calendar<\/b><span style=\"font-weight: 400;\"> drop down to see the specific entity records on the custom calendar of Calendar 365. Here Account entity is selected.<\/span><\/p>\n<p><b>Filter:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Filter entity\u2019s records based on selected entity\u2019s filter attribute record. Suppose, for account entity, the <\/span><b>Created By<\/b><span style=\"font-weight: 400;\"> filter records is selected. So, it will show only those records which are created by selected records.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After selecting the entity, it will open a \u201cLookup Records\u201d for selecting the Filter&#8217;s record.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-6914\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-5-A.png\" alt=\"\" width=\"1411\" height=\"739\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-5-A.png 1411w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-5-A-1022x535.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-5-A-768x402.png 768w\" sizes=\"auto, (max-width: 1411px) 100vw, 1411px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">By clicking on the \u2018search\u2019 icon (magnifying glass), you can select the CRM records for which you want to see on the calendar.\u00a0 Here, the \u201cAccount\u201d is selected, so you need to select the user(s) whose record(s) you want to see on the calendar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you hover a mouse cursor over a specific record, it will show details of selected fields of that record.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6902\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-6.png\" alt=\"\" width=\"1435\" height=\"754\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-6.png 1435w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-6-1022x537.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-6-768x404.png 768w\" sizes=\"auto, (max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_View_Entity\"><\/span><b>Step 3: View Entity<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">By clicking on the specific record, you will get the entity records as per the \u201cDetail Attribute\u201d configuration.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6903\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-7.png\" alt=\"\" width=\"1430\" height=\"749\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-7.png 1430w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-7-1022x535.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-7-768x402.png 768w\" sizes=\"auto, (max-width: 1430px) 100vw, 1430px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You can see the details of the record in CRM view by clicking on the \u2018view\u2019 icon.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6904\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-8.png\" alt=\"\" width=\"1432\" height=\"808\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-8.png 1432w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-8-1022x577.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-8-768x433.png 768w\" sizes=\"auto, (max-width: 1432px) 100vw, 1432px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Search_Entity_Records\"><\/span><b>Step 4: Search Entity Records<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You will get the search option from the header. You can search records based on selected fields of that entity from the Entity Calendar configuration (Search By Attribute).<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6905\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-9.png\" alt=\"\" width=\"1437\" height=\"750\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-9.png 1437w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-9-1022x533.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-9-768x401.png 768w\" sizes=\"auto, (max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_See_Entity_Records_in_List_View\"><\/span><b>Step 5: See Entity Records in List View<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You can see all the entity records in the list view. It will list all records which are displayed on the calendar. You can view or delete the records from the list view as well.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6906\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-10.png\" alt=\"\" width=\"1432\" height=\"759\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-10.png 1432w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-10-1022x542.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-10-768x407.png 768w\" sizes=\"auto, (max-width: 1432px) 100vw, 1432px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_6_Weekends_Upcoming_Events\"><\/span><b>Step 6: Weekends &amp; Upcoming Events<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><b>Weekends<\/b><span style=\"font-weight: 400;\">: Click \u201cOn\u201d to see weekends and click \u201cOff\u201d to hide weekends in the calendar.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6907\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-11.png\" alt=\"\" width=\"1425\" height=\"755\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-11.png 1425w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-11-1022x541.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/custom-calendar-of-Calendar-365-11-768x407.png 768w\" sizes=\"auto, (max-width: 1425px) 100vw, 1425px\" \/><\/p>\n<p><b>Upcoming Events: <\/b><span style=\"font-weight: 400;\">You can see upcoming events by selecting the Day, Week, or Month from the \u201cUpcoming Events\u201d dropdown.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this way, you can configure the Entity Calendar and check the entity records from the separate \u201cEntity Calendar\u201d.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">MS Dynamics 365 CRM plugin <\/span><a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\"><b>AppJetty Calendar 365<\/b><\/a><span style=\"font-weight: 400;\"> provides separate custom calendars. Admin users will have access of all the custom calendars (Resource, Customer, and Entity) to manage the CRM activities. Admin users can configure the calendar view settings and streamline their sales, marketing, operations, etc. from the calendar itself.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">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 \u201cRequest Demo\u201d.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 CRM user with administrator rights can manage the CRM activities from the default calendar of Dynamics 365 CRM. It provides the default calendar to check the CRM activities, however, by navigating to the CRM activities individually. You can also check the calendar for the entities from the default calendar of Dynamics CRM.&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-entity-records-in-dynamics-365-crm-custom-calendar\/\">Continue reading <span class=\"screen-reader-text\">How to Get Entity Records in Dynamics 365 CRM Custom Calendar?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":6908,"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-6895","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 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Get Entity Records in Dynamics 365 CRM Custom Calendar? - AppJetty<\/title>\n<meta name=\"description\" content=\"Microsoft Dynamics 365 CRM user with administrator rights can manage the CRM activities from the default calendar of Dynamics 365 CRM. 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