Add the Activity Calendar of Calendar 365 in the Dynamics Dashboard - PowerPoint PPT Presentation

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Add the Activity Calendar of Calendar 365 in the Dynamics Dashboard

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A technical blog for the AppJetty Calendar 365 users that explains how to configure the dashboard & display the activity calendars of the Dynamics dashboards. – PowerPoint PPT presentation

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Title: Add the Activity Calendar of Calendar 365 in the Dynamics Dashboard


1
Add the Activity Calendar of Calendar 365 in the
Dynamics Dashboard
With the usage of Microsoft Dynamics 365
increasing in popularity for businesses across
the world, there is a higher demand for standard
functionality and improved user
experience. Calendar view provides time-centric
activity in a more meaningful and user-friendly
way. Setting the calendar view in the dashboard
allows you and users to check the current
activities from the Dynamics System dashboard.
In this blog, we talk about how to embed the
calendar activities of Calendar 365 into the
Dynamics Dashboard. Please follow the below
steps Step 1 Add Calendar 365 pages in the
Dynamics 365 app From the Dynamics 365 app
dashboard, go to Apps Sitemap editor and open IN
APP DESIGNER.
2
Click on Edit Site Map.
3
Step 2 Select Group Subarea Select the group
in which you want to add the Calendar 365 page
and then click on and select Subarea.
4
  • Under the Subarea setting, select the below
    properties
  • Type Web resource
  • URL final calendar (For Resource Calendar) and
    CustomerCalendar.html (for Customer Calendar)
  • Title Calendar (you can add your custom title
    here)

5
Click On Save and Publish. You need to add the
following web resources Step-3 To create a
Dashboard, move to the Settings ?
Customization From Customization, click on the
Customize the System option.
Click on Dashboard to create a new dashboard.
6
Step-3A Create a Dashboard Choose the layout
for your required dashboard and click on the
Create button.
Give the appropriate name to the dashboard and
click on WEB RESOURCE.
7
You can add a dashboard for both the calendar
views of Calendar 365 Resource Calendar
Customer Calendar. You need to add the Web
Resources for Calendar365. For the Resource
Calendar, click one frame and select web
resource Web resource aoc_finalCalendar Name
WebResource_Activity Label Activity of User
8
It will add a Resource Calendar as a
Dashboard. Now, similarly, if you want to add
the calendar for Customer Calendar, click one
another frame and select web resource, and fill
in the information. Web Resource for Customer
Calendar aoc_CustomerCalendar.html Step-4
Navigate to the Dynamics dashboard Once the group
subarea is configured and the dashboard is
created by adding the specific Web Resources,
you will get the embedded calendar of Calendar
365 in the Dashboard list.
9
By clicking on the Calendar Dashboards from the
System Dashboards, you will get the dashboard
of the calendar with current activities.
10
In this way, you can create calendar dashboards
of Calendar 365 to check the current activities
from Dynamics System Dashboards. Using Dynamics
365 service Calendar, you can see CRM activities
on a single screen.
11
To take a closer look at the activity calendar of
Calendar 365, and feel free to reach out to us at
sales_at_appjetty.com or you can also tweet at us
at _at_appjetty. Sourcehttps//www.appjetty.com/blo
g/add-the-activity-calendar-of-calendar-365-in-the
-dynamic s-dashboard/
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