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With usage of mobile phones and tablets increasing in popularity for businesses across the world, there is higher demand for standard functionality and improved user experience. Microsoft Dynamics 365 version 9, formerly known as Dynamics CRM, takes a big step towards easing user pains through creating a more streamlined solution. Mobile Form Controls is a great example of this. Microsoft has released several controls that help add flavor to the Mobile Experience and allow users to interact with data in the simplest (and most painless) way.
Great for any time-centric activity that is organized into a more meaningful and user friendly calendar view. This control can be used on dashboards, entity list views, or as a sub-grid within another form. This is automatically enabled for activities and includes tasks, appointments, phone calls, etc.
Some great use cases for this control include:
Overall, this leads to increased organization, efficiency, and satisfaction. Too many items in a list can be overwhelming and make it difficult for users to prioritize. This is a great way to clean up data and showcase it in a manageable way.
Step 1: From the activities page, click the ellipses and scroll down to view.
Step 2: The view will display in a pop up window. Click on Custom Controls.
Step 3: The Custom Controls will generate another pop up window. Click Add Control.
Step 4: Choose Calendar Control. Then click Add.
Step 5: Choose where you would like the control displayed (it can only display on Phone or Tablet as this is a mobile form control) and choose the start date and description. Click OK.
Finished result will appear on Mobile App like this:
As you can see, this mobile form control helps to clean up a list and organize data into a visually appealing page.
To learn more about how you can take advantage of this and other Dynamics 365 features, visit RSM’s Microsoft Dynamics 365 resource. To make sure you stay up to date with the Microsoft Dynamics Community, subscribe to our Microsoft Dynamics Community Newsletter.
For more information on Microsoft Dynamics 365, contact us.
By: Cassey Dang
The post How to add Calendar Control in Microsoft Dynamics 365 appeared first on Microsoft Dynamics CRM Professionals.
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