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Implementing an Email Send Calendar View in Microsoft Dynamics

With the addition of Unified Interface to Dynamics 365 comes some exciting new features. Among these updates is the new calendar control. Calendar control allows you to view a set of records on a calendar, making it easy to see any records that rely on a date field.

Please note that to implement this functionality you will need to be on Dynamics Version 9.1+ and ClickDimensions 9.13.2+. Any functionality outlined in this article is Dynamics related and is not supported by ClickDimensions support. You may require the assistance of your CRM Admin or Dynamics partner to implement this feature.

As an example of this functionality, let’s walk through how to set up the calendar control to show a view of emails scheduled to be sent out.

To start, we will need to access the Advanced Settings in Dynamics to modify the view. In the top right corner of the window, click on the gear icon to access settings. Click on Advanced Settings.

Once you open advanced settings, it will look just like the Classic Customize the System window. Navigate to the email send entity and select the Views menu, double-clicking on the Scheduled view:

Once the Scheduled View window pops up, you will see an option to add custom controls on the right-hand side:

From here, click on the Add Control option, select Calendar Control from the menu and ensure it is enabled for web, as shown below:

Once the calendar control is implemented, we have a number of options we can select to determine where and how records are displayed on the calendar.

The Start Date and the Description are required. In this case, as we’re displaying a calendar view of emails that have been scheduled for sending, I have bound the Send On field to the Start Date. I have also bound the Subject to be displayed as the description on the calendar view. Another option here would be to utilize the Name field if you wanted to display a value other than the Subject Line.

There are also some optional fields in here such as Duration and Color. I wanted to show a specific color per type of email I am sending, so I added a custom Option Set field to my email send record called Email Type. When the email send is being created, the end user can categorize the email as shown below:

Option sets are unique in that you can assign a color to a value. In my case, I have assigned different colors to each value so that when the records are displayed on the Calendar view, it’s easy to see what type of email is scheduled and for when.

Once these values have been set up, it’s important to save and publish any changes made to the environment:

Once published, navigate to the email sends entity and change the view to Scheduled. From there, click on the Show As option from the ribbon and select Calendar Control:

Your view will now change to show all scheduled emails for a day, week or month including a color code of the email type!

This control can be applied to multiple views and entities, so I encourage playing around with this super useful control.

About the Author:

mm
Emma D'Arcy is a ClickDimensions Technical Account Manager.

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