Marketing Calendar Control on Account Entity

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Posted on by AnthonyUliano

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Hi Everyone,

I'm trying to add an account-specific marketing calendar control to the Account entity, with the goal of showing tasks, appointments, upcoming events, etc. for a specific account within a tab on the Account main form.

I've read: Add and customize marketing calendars for any form or entity (Dynamics 365 Marketing) | Microsoft Learn

Which was super helpful, but I can't figure out how to filter the calendar just to show activities related to the account.

Anyone out there have any suggestions?

Thanks,

Tony

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Steve Zhao2 on at

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Hi AnthonyUliano,

When you create the subgrid, check the "Show related records" checkbox would filter the activities regarding to the account. Please see the following screenshot.

UCI:

CI:

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