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How can I set up an activity calendar in Dynamics 365?

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Posted on by Himanshu Kamboj 379
Hi All,
 
As I need to set up the activity entity view as a calendar but not able to achieve in the OOB Activity entity.
I gone through this article: https://www.crm365solutions.co.uk/blog/how-can-i-set-up-an-activity-calendar-in-dynamics-365/ and I am successfully able to achieve it in custom activity entity but not with the OOB Activity.
In the OOB Activity entity it is showing the view as a calendar format but now showing the data.
 
I have created the Appointment and Phone call activities for 7th November but it is not showing here in the calendar.
 
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  • Himanshu Kamboj Profile Picture
    Himanshu Kamboj 379 on at
    How can I set up an activity calendar in Dynamics 365?
    Hi Saif Ali Sabri,
     
    Thanks for the solution.
     
    I have checked all the things and verified the view in advance find, that view has data with the same filter but it is not showing in the calendar view.
     
    I just want to confirm the 9th point u mentioned, how to check the entity in the control?
     
  • Suggested answer
    Muhammad.Affan Profile Picture
    Muhammad.Affan 4,442 on at
    How can I set up an activity calendar in Dynamics 365?
    Hi There,
     
    Refer to this video:
     
    Thanks
    Affan
    If my suggested answer has helped, please mark it as verified.
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 338 on at
    How can I set up an activity calendar in Dynamics 365?

    In Dynamics 365, setting up an activity calendar view can be a bit tricky, especially with the out-of-the-box (OOB) Activity entity. Here are some steps and considerations that should help you ensure that your OOB activities (such as Appointments and Phone Calls) are visible in the calendar view:

    1. Check the Calendar Control Configuration

    • Go to Settings > Customization > Customize the System.
    • Navigate to Entities > Activity > Views and select the specific view you want to display as a calendar.
    • In the view’s settings, ensure that you’ve applied the Calendar Control (Calendar Control v2). The calendar control must be properly configured to display activity records based on date fields (like Scheduled Start and Scheduled End).
    • Make sure the Date Range fields in the control settings are mapped correctly to your Activity entity’s Scheduled Start and Scheduled End fields, as these fields determine which dates are shown on the calendar.

    2. Verify Filters and Criteria on the Calendar View

    • If you have any filters applied on the calendar view, double-check them to ensure they are not filtering out the records you want to display.
    • Go to the View Designer for the calendar view and confirm that there are no conditions that would prevent Appointments or Phone Calls from appearing.

    3. Check Security Roles and Permissions

    • Ensure that the user viewing the calendar has the necessary permissions for the Activity entity and related entities (like Appointment and Phone Call).
    • Go to Settings > Security > Security Roles and make sure the role assigned to the user has read access to the Activity entity and all its subtypes.
    • Permissions issues can sometimes cause data to be hidden from certain views if the user doesn’t have full access to the related records.

    4. Confirm Records Have the Necessary Data to Display

    • For an activity to appear on the calendar, it must have values in both the Scheduled Start and Scheduled End fields.
    • Open the specific Appointment and Phone Call records you created for November 7th and verify that they have valid dates in these fields.
    • If these fields are empty, the records will not display on the calendar.

    5. Use Advanced Find to Test the View

    • To verify that the records match the view’s criteria, use Advanced Find.
    • Search for the same set of activities (e.g., Appointments and Phone Calls with Scheduled Start on November 7th) using Advanced Find.
    • If the records show up in Advanced Find but are not visible in the calendar view, this could indicate an issue with the Calendar Control configuration rather than with the data itself.

    6. Clear Cache and Try a Different Browser

    • Occasionally, display issues can be due to caching or browser-specific behavior.
    • Clear your browser cache, or try viewing the calendar in an alternative browser to rule out display issues.

    7. Publish All Customizations

    • After making any adjustments to the view or Calendar Control settings, make sure you publish all customizations.
    • Unpublished changes won’t be reflected in the calendar view, so it’s important to publish and refresh your browser.

    8. Try a System-Admin-Level Account

    • Sometimes, the calendar data display issues can be resolved by testing with a System Admin-level account, which has full permissions.
    • This can help you determine if the issue is permissions-based or related to the configuration itself.

    9. Verify Appointment and Phone Call Activities are Enabled in the Calendar Control

    • When you configure the Calendar Control, ensure that the specific activity types (like Appointment and Phone Call) are selected in the control's entity list.
    • Sometimes, only certain activity types are enabled by default, so double-check that your desired activity types are allowed for display.

    10. Try Re-Adding the Calendar Control

    • Sometimes, re-adding the Calendar Control can resolve issues if settings were incorrectly applied or corrupted.
    • Remove the Calendar Control from the view, save and publish, then re-add it and configure it again, carefully mapping the start and end date fields.

    If you've tried all the above steps and the issue persists, there could be a bug with the Calendar Control itself on the OOB Activity entity. In that case, here are two additional suggestions:

    1. Open a Support Ticket with Microsoft – This could be a bug specific to your version or environment, so opening a ticket might get you a resolution or a workaround from Microsoft support.

    2. Consider Using a Power Apps Calendar Component – As a workaround, you can create a custom calendar view using Power Apps or Power BI, which pulls in the Activity data and displays it in a calendar format. This approach offers more flexibility and can avoid potential limitations with the OOB Calendar Control.

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