![]() Step 2: The view will display in a pop up window. Step 1: From the activities page, click the ellipses and scroll down to view. Here’s a step by step example on how to add a calendar control: This is a great way to clean up data and showcase it in a manageable way. Too many items in a list can be overwhelming and make it difficult for users to prioritize. Overall, this leads to increased organization, efficiency, and satisfaction. View Agent activity and get an idea of whether they are maintaining a healthy pipeline.Delegate to other Agents on days when you have too many tasks to complete.Weekly client appointments can be quickly verified.The agent can quickly see these tasks have been scheduled without sorting through lists An agent needing to reach out to a lead 2x a month to keep it warm and gauge interest.Some great use cases for this control include: Specify the color to use if the calendar item doesn’t have one predefined Use the color defined in the entity configuration To separate two columns with a spacer, use a dash, for example: columnName1,-,columnName2 Only the Description field shows for all other views. Tablet users will see the extra fields on day and week views, and phone users will see them on day views. ![]() Use this to configure extra fields to display next to the Description field. The minimum amount of time, in minutes, that each item occupies in the calendar. The visual representation to use for displaying the calendar Each entry is aligned with the corresponding start time Show the standard placement for calendar entries. If both the end date and duration are defined, the duration is ignored Total number of minutes shown by the control. If both the end date and duration are defined, the duration will be ignored The calendar item text value shown by the controlĮnd date and time shown by the control. This is automatically enabled for activities and includes tasks, appointments, phone calls, etc. This control can be used on dashboards, entity list views, or as a sub-grid within another form. Great for any time-centric activity that is organized into a more meaningful and user friendly calendar view. Calendar controls: Used on any date field Microsoft has released several controls that help add flavor to the Mobile Experience and allow users to interact with data in the simplest (and most painless) way. Mobile Form Controls is a great example of this. Microsoft Dynamics 365 version 9, formerly known as Dynamics CRM, takes a big step towards easing user pains through creating a more streamlined solution. With usage of mobile phones and tablets increasing in popularity for businesses across the world, there is higher demand for standard functionality and improved user experience.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |