To view more specific details, learn how to filter activity in Entity Calendar of Dynamics 365 calendar.

1. How to Filter Activity Based on Custom Field in Entity
Calendar of Calendar 365
In this blog you will learn how to filter activity based on a custom field in the entity calendar.
The activity type filter allows you to filter activities based on the type such as email, phone
call, task and so on.
You can also use the Due filter to see the activities that are due today, tomorrow, in the next
seven days, and so on. So, let us learn how to add a filter activity in a custom field using
entity calendar.
Step 1: Navigate to the AppJetty Calendar 365.
Click on “Calendar 365” from the apps list and navigate to the custom calendar of Calendar
365.
appjetty@gmail.com

2. You will navigate to the custom calendar of Calendar 365. Here, you will see three types of
calendars:
1) Resource Calendar
2) Customer Calendar
3) Entity Calendar
appjetty@gmail.com

3. From the top-right corner, you will find the ‘Settings’ (gear) icon to configure Calendar 365
settings. By clicking on the ‘Settings’ icon, you will get the configuration of the Calendar 365
in the new tab.
You will see the separate configuration for “Entity Calendar”.
appjetty@gmail.com

4. Click on Advanced Setting. Select the edit entity in Actions as shown in the image.
By clicking the Custom Color Configuration select the field.
appjetty@gmail.com

5. For example, we have selected Account for the entity field and for custom color
configuration select the field in Preferred Day. You will see days with color configuration,
entity calendar name account.
Select the multiple days with color configuration and click on the update button.
appjetty@gmail.com

6. Step 2: Navigate to Entity Calendar
Select the entity calendar. There are three entities: Event by owner, Events, Account.
Entity Calendar:
appjetty@gmail.com

7. You need to select the “Entity” from the Entity Calendar drop down to see the specific entity
field on the custom calendar of Calendar 365. Here the Account entity is selected.
After selecting the entity, it will open a “Lookup Records” for selecting the Filter’s Fields.
Click the “Add” button to show the Preferred Day.
Filter:
Filter entity’s records based on selected entity’s filter attribute record. Suppose, for account
entity, the Created By filter records is selected. So, it will show only those fields which are
created by selected Fields.
appjetty@gmail.com

8. Calendar 365 provides a Filter Activity based on a custom field in Entity Calendar Dynamics
365.
All product and company names are trademarks™, registered® or copyright© trademarks of
their respective holders. Use of them does not imply any affiliation with or endorsement by
them.
The Article is originally published on:
https://www.appjetty.com/blog/custom-filter-entity-calendar/
Social Links:
appjetty@gmail.com