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Add the Activity Calendar of Calendar 365 in the Dynamics Dashboard

A technical blog for the AppJetty Calendar 365 users that explains how to configure the dashboard & display the activity calendars of the Dynamics dashboards.<br>

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Add the Activity Calendar of Calendar 365 in the Dynamics Dashboard

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  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-3[A]: 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@appjetty.com​ or you can also tweet at us at ​@appjetty​. Source:​https://www.appjetty.com/blog/add-the-activity-calendar-of-calendar-365-in-the-dynamic s-dashboard/

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