Configure Tooltip, Popup & Title Attributes to Display in Calendar 365 Activities

1
Configure Tooltip, Popup Title Attributes to
Display in Calendar 365 Activities
Activity management is a big part of managing a
team. The better managed this is, the more
efficient your team will be. It helps everyone
stay on top of their tasks based. There are
several factors that come into play while
managing a teams activities.

• To manage and schedule the activities of Dynamics
  CRM, AppJetty Calendar 365 provides many
  functionalities features to manage all the CRM
  activities including custom activities from the
  activity calendar of Calendar 365. Calendar 365
  provides two types of calendars.
• In Calendar 365, the sales managers with Dynamics
  CRM administrator rights can configure and
  decide what the fields and the title will show
  for the activity on the Calendar. You can select
  the attributes (fields) for the Tooltip, Detail
  Title for all the activities individually.
• Title of the activity
• Details on the tooltip by hovering the mouse
  cursor on the activity, and
• Detail view (popup) by clicking on the activity.

2

• Once the attributes are configured, it will
  display in both of the activity calendars of
  Calendar 365.
• Tooltip attributes help to display details in a
  small box by moving the mouse cursor on the
  activity. From the tooltip, any user can easily
  visualize the activities and take an overview of
  all the activities.
• From this blog, you will get an overview of how
  to configure the activity appearance to show on
  the calendar.
• You need to follow the below steps
• Navigate to the Calendar 365 configuration
• Select the attributes (fields) for the activity
• View the activity appearance - Title, Tooltip
  Detail view in the activity calendars
• Step-1 Navigate to the Calendar 365
• From the Dynamics CRM Dashboard, find the
  Calendar 365 app and click on it.

OR
3
By clicking on Calendar 365, you will navigate to
the Activity calendar of the Calendar365. Step-2
Open the Calendar 365 Configuration From the
page of the Calendar 365 Configuration, scroll
down to the Activities section where you can
configure all the activities individually to show
in the calendar.
4
Step-3 Set the attributes for the Appointments
activity Lets see how to set the attributes for
the Tooltip, Details Title of the
appointment activity.
5

• Tooltip Attribute Select the tooltip attributes
  to be included in the activity tooltip that
  appears when hovering the mouse cursor on the
  activity in the calendar.
• Details Attribute Select the details attributes
  to be included in the activity detail popup
  that appears on clicking the activity in the
  calendar.
• By default, the 5 attributes (Subject, Start
  Time, End Time, Owner, Regarding) for Tooltip
  Attributes Detail Attributes will already be
  selected. You can select a minimum of 1 and a
  maximum of 10 attributes for both attributes.

6
- Title Attribute Select the title attribute to
be displayed as the title of activity in the
calendar. The Title Attribute comes with the
default selection of the Subject attribute. You
can select only one attribute from the list.
7
Note Admin users can select these attributes for
all the activities individually and it will
display in both of the calendars of Calendar
365. After selecting the attributes for activity
appearance in the calendar, click on the Save
button, and refresh the Calendar once. Step-4
Visualize activity in Calendar Lets see how the
activity appears in the activity calendars of
Calendar 365. Activity Title - Once you or
the users navigate to the activity calendar page,
you will get multiple activities displaying the
title. Generally, the subject will appear as
the title of the activity, but you can change
select the Title attribute under that specific
activity from the Calendar 365 configuration.
Tooltip - By hovering the mouse cursor on any
activity, the details of the activity will be
displayed on the tooltip.
8
- Here you can see the tooltip details of the
appointment activity. You can also see the
tooltip details of the activity when there are
multiple activities on a single date.
Activity details (popup details)
9
- By clicking on any activity, the details of the
activity will be displayed in the popup with
various actions for the activity.
Being a sales manager or Dynamics user with admin
rights, you can manage the attributes of all the
activities individually and it will be visualized
in the calendar. Happy organizing with the
Dynamics 365 marketing calendar. Source h
ttps//www.appjetty.com/blog/configure-tooltip-pop
up-title-attributes-to-display-in-calendar-365- a
ctivities