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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RE: Marketing Calendar Control on Account Entity

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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