How to Create Multiple Views in Dynamics Calendar

How to Create Multiple Views in Dynamics Calendar

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM).

Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors.

Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential.

Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month.

Steps to create multiple views in Dynamics Calendar:

Step 1: Go to Settings → Customizations → Customize the System

Dynamics settings customizationCustomize the system

Step 2: Select Entities → Appointment

Select entities appointments

Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”Select calendar control

Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

Configure display settings

Step 5: Click on save -> Publish All Customizations

Publish all customization

After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to your usage.

Day ViewMonth View

Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’s calendar.

Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to your stack.

You can browse for such a solution on MS AppSource and choose the one which fits your requirements.

In this blog, we’ve taken Calendar 365, a Dynamics CRM Service Calendar, to show multiple calendar views that you can create and benefit from.

There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities.

Calendar 365 comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers.

Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, and Views.

To create a unique view, navigate to Views drop-down list. Then select the view according to your requirement.Views

There are four types of views of Calendar 365 and they are as follows:

– Top Down View

– Gantt View

– Timeline View

– Agenda View

Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

Top Down View

– This view provides you a Top Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected by you.

– In addition, you can view the calendar in Top Down View in the Day and Week view format.

Day View:

– You can see the activities for the day in the Top Down View.

Day View

Day Span View:

– You configure the number of days from default configurations in Day Span View of Top Down view.Day Span ViewWeek View:

– You can see the activities for the week in the Top Down view as well by selecting the ‘Week’ option.

Week View

– Similarly, in Month View, you will see the details month wise with the dates.

Gantt View

– Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates.

– You can view the Resources or Customers in top down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendar view.

– In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurations page).

– In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Month format.

Day View
Day Span ViewWeek ViewMonth View

Timeline View

– A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in Customer Calendar.

– In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

Day View

Day ViewWeek ViewMonth View

Agenda View

– An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per your requirement.

– In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

Day View

Day Span View

Week View

Month View

There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multiple processes.

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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.

Flutter App Development: Basics and Benefits

According to Statista’s survey from last year, 42% of software developers surveyed chose ReactJS as their preferable cross-platform mobile framework for app development. The noteworthy point is that this share of respondents stayed the same for 2019 and 2020.

However, even more interesting is the difference in the percentage of developers who chose Flutter. It jumped by 9% to reach 39% in 2020 from 30% in 2019.

If you are new to the app development industry and don’t know about Flutter, you are at the right place. You’ll learn about Flutter, its advantages, and how to create a Magento 2 Flutter App in this post.

What is Flutter?

According to Flutter’s official site, “Flutter is Google’s UI toolkit for building beautiful, natively compiled applications for mobile, web, and desktop from a single codebase.”

In other words, it is a free and open-source mobile user interface framework that Google created and released in May 2017. It helps you create a native mobile application with just a single code.

It refers to two things:

  • An SDK (Software Development Kit) is a collection of tools to help you develop applications. You can compile your code natively using these tools to develop apps in both iOS and Android systems.
  • A Framework is a library collection of reusable UI elements, including buttons, text inputs, sliders, etc., that you can personalize as per your needs.

Flutter requires you to use Dart – Google’s programming language to develop an app using it.

Benefits of Using Flutter

Over 2 million developers have already used Flutter as of spring last year and still counting. There are several advantages of using Flutter to develop a Magento 2 Flutter App.

Uniform UI and Business Logic across All Platforms

In general, all cross-platform frameworks provide a way to share codebase between platforms. On the other hand, Flutter allows the exchange of both UI code and UI itself between platforms.

Unlike other cross-platform frameworks, Flutter doesn’t require any platform-specific UI components to render the UI. Instead, it needs to show the application UI only a canvas to draw onto. This helps maintain consistency across different platforms without much hassle.

Also, sharing the UI and business logic helps save time and effort for the developer.

Reduced Coding Time – Faster Development

Flutter has the “hot reload” feature. This feature helps you quickly review the changes you apply without losing the current app state. You can easily experiment and build UIs, add features, test them, and fix bugs.

Thus, it helps reduce the overall app development time and enhances the app development process’s speed.

Besides, Flutter provides an extensive range of ready-to-use customizable widgets, making app development faster and simpler.

Native App Performance

Instead of relying on any intermediate code representations or interpretation, you can build a Magento 2 Flutter app directly into the machine code. It helps eliminate the performance bugs of the interpretation process. It enables you to compile your application more efficiently and faster.

Further, Flutter also lets you use existing Java, Objective-C, Swift code to access native features on iOS and Android. This is the reason that the performance of a Flutter app closely resembles that of a native app.

Expressive and Beautiful UIs

To make an app’s look and interface expressive and engaging, widgets should be attractive. They should also be flexible, structural, interactive, and customizable. Flutter has a rich collection of widgets that you can use to create flexible and expressive designs.

Increased speed of time-to-market

Time to market (also called TTM or time-to-market) is the period between the conception of a new idea and its release in the marketplace. You can also call it the time a team takes to develop an idea, build a product, and sell it in the market.

Coming to Flutter development, it is easier and quicker in comparison to other cross-platform frameworks. In fact, the person-hours you need to develop a Magento 2 Flutter app is around half of the person-hours you need for a native app. The reason is that you don’t need to develop the same app separately for Android and iOS. This is because Flutter doesn’t require you to have any platform-specific code to add any desired visuals in your app. You can implement any 2D-based UI without any need to interact with a native app counterpart.

Ideal for MVP

Flutter is an ideal choice for start-ups who want to develop MVPs (Minimum Viable Products) to show to the investors. As a Flutter mobile app looks and behaves natively on Android and iOS, it gives the investors a clear idea about your MVP. It helps expedite the process of attracting investments from potential investors.

Support for Complex Animated UI

Flutter provides the ability to customize virtually everything on the screen irrespective of the complexity involved. Though it is possible to customize UI on native platforms, it is comparatively time-consuming. On the other hand, Flutter makes the process of UI customization highly flexible and versatile. This helps perform shared element transitions, shape/shadow/color customizations, and other processes without straining yourself.

We can help you deploy a Flutter app!

Large Support Community

Flutter Developer Community can help answer all your questions and stay abreast of every new and exciting development in Flutter. You can interact with other developers, take help, and learn more through Stack Overflow, Gitter, Meetup, Flutter Community Slack, r/Flutterdev on Reddit, and other platforms. This helps make your app development learning fun and easy.

Over to You

Flutter can be an ideal pick for newbies and startups to develop an app due to ease of coding and flexibility.

We can help you build a cross-platform Magento 2 Flutter app from scratch. Our app development team has vast hands-on experience who can understand your business requirements and develop your e-commerce app accordingly. You can also avail of continuous support for app development from our team.

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Posted 10 weeks ago