Merge pull request #2861 from MicrosoftDocs/sbm-cal-control

Sbm cal control

Author: mduelae

powerapps-docs/maker/TOC.yml

@@ -67,6 +67,8 @@
         href: ../user/create-a-record.md
       - name: Add activities to the timeline
         href: ../user/add-activities.md
+      - name: Work with records in the new calendar view
+        href: ../user/calendar-view.md
       - name: FAQ about activities
         href: ../user/faq-for-timeline-and-activity.md
       - name: View and create email through the activities grid
@@ -1119,6 +1121,8 @@
           href: ./model-driven-apps/additional-controls-for-dynamics-365-for-phones-and-tablets.md
         - name: Timer control overview
           href: ./model-driven-apps/timer-control-legacy.md
+        - name: Add the calendar control to entities
+          href: ./model-driven-apps/add-calendar-control.md
       - name: Use custom controls for data visualizations
         href: ./model-driven-apps/use-custom-controls-data-visualizations.md
     - name: Use Excel and Word templates

powerapps-docs/maker/model-driven-apps/add-calendar-control.md

@@ -0,0 +1,60 @@
+---
+title: "Add the calendar control to entities in model-driven apps | MicrosoftDocs"
+description: "Learn how to add the calendar control to entities in model-driven apps."
+ms.date: 05/11/2020
+ms.service:
+  - "dynamics-365-sales"
+ms.topic: article
+author: sbmjais
+ms.author: shjais
+manager: shujoshi
+---
+
+# Add the calendar control to entities
+
+The **Calendar Control V2** control displays scheduled activities and their associated details in a calendar. You can view, create, and delete your activities in a day, week, or month view. You must be a system customizer or a system administrator to add the **Calendar Control V2** control.
+
+**To add the control**
+
+1.  In your app, select the **Settings** icon, and then select **Advanced Settings**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Advanced settings](media/advanced-settings.png "Advanced settings") 
+
+    The **Business Management** page opens in a new browser tab.
+
+2.  On the navigation bar, select **Settings**, and then under **Customization**, select **Customizations**.
+
+3.  Select **Customize the System**.
+
+4.  Under **Components** in the solution explorer, expand **Entities**, and then select an entity. For example, **Activity**.
+
+5.  On the **Controls** tab, select **Add Control**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Add control command](media/add-control.png "Add control command") 
+
+6.  In the **Add Control** dialog box, select **Calendar Control V2**, and then select **Add**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Add control dialog box](media/add-cal-control.png "Add control dialog box")
+
+7.  The calendar control is added to the list of controls.
+
+    > [!div class="mx-imgBorder"]
+    > ![Calendar control added](media/cal-control-added.png "Calendar control added")
+
+8.  **Read-only grid** is the default option, so when users select an entity from the site map, they'll see a read-only grid of opportunities. To make the calendar view the default view instead, select the corresponding **Calendar Control V2** option buttons.
+
+9.  Select the edit icon for each of the mandatory fields, and then select the binding values.
+
+    > [!div class="mx-imgBorder"]
+    > ![Binding values for mandatory fields](media/bind-values.png "Binding values for mandatory fields")
+
+10. Select **Save** to save your changes.
+
+11. To publish the changes you've made, select **Publish**.
+
+### See also
+
+[Work with records in the new calendar view](../../user/calendar-view.md)

powerapps-docs/maker/model-driven-apps/media/add-cal-control.png

@@ -6,7 +6,7 @@ manager: kvivek
 ms.service: powerapps
 ms.component: pa-user
 ms.topic: conceptual
-ms.date: 03/10/2020
+ms.date: 05/11/2020
 ms.author: mduelae
 ms.custom: ""
 ms.reviewer: ""
@@ -216,6 +216,25 @@ Manage activities directly from the timeline wall including assigning an activit
   ![Timeline command bar options](media/timeline-options3.png "Timeline command bar options")
   ![Timeline command bar options](media/timeline-options4.png "Timeline command bar options")
 
+## See activities in List or Calendar view
+
+You can see the activities in the following views:
+
+- **List**: Shows a list of all activities.
+
+  > [!div class="mx-imgBorder"]
+  > ![List view](media/grid-view.png "List view") 
+
+- **Calendar**: Shows a calendar with a list of the day's scheduled activities and the associated deals.
+
+  > [!div class="mx-imgBorder"]
+  > ![Old calendar view](media/old-cal-view.png "Old calendar view") 
+
+- **New Calendar**: Shows an interactive calendar with a list of the day's scheduled activities and the associated deals. More information: [Work with records in the new calendar view](calendar-view.md)
+
+    > [!div class="mx-imgBorder"]
+    > ![New calendar view](media/cal-view.png "New calendar view") 
+
 ## See also
 
 [Set up timeline control](../maker/model-driven-apps/set-up-timeline-control.md)

powerapps-docs/maker/model-driven-apps/media/add-control.png

@@ -0,0 +1,118 @@
+---
+title: "Work with records in the new calendar view in model-driven apps | MicrosoftDocs"
+description: "Learn how to view, create, and delete activities in the new calendar view."
+ms.date: 05/11/2020
+ms.service:
+  - "dynamics-365-sales"
+ms.topic: article
+author: sbmjais
+ms.author: shjais
+manager: shujoshi
+---
+
+# Work with records in the new calendar view
+
+The new calendar view displays scheduled activities and their associated details. You can view, create, and delete your activities in a day, week, or month view. For the new calendar view to be visible, the **Calendar Control V2** control must be added to an entity view by a system customizer or a system administrator. The **Calendar Control V2** control can be added to any entity.
+
+By default, records are displayed in a read-only grid. When the **Calendar Control V2** control is added to an entity and the view is changed to the calendar view, records associated with the entity will be displayed in an interactive calendar.
+
+## Switch to the new calendar view
+
+The calendar view is made available when the calendar control is added to an entity view. If the calendar view isn't visible, contact your system customizer or a system administrator.
+
+**To switch to the new calendar view**
+
+1.  In the site map, select an item. For example, **Activities**.
+
+2.  On the command bar, select the **More commands** icon, and then select **Show As** > **Calendar Control V2**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Switch to calendar view](media/switch-calendar-view.png "Switch to calendar view") 
+
+    The activities are displayed in the new calendar view.
+
+    > [!div class="mx-imgBorder"]
+    > ![Calendar view of activities](media/cal-view.png "Calendar view of activities") 
+
+## Work with the new calendar view
+
+Using the new calendar view, you can:
+
+- [Change the calendar view](#change-the-calendar-view).
+- [View details of a calendar item](#view-details-of-a-calendar-item).
+- [Create and delete records from the calendar](#create-and-delete-records-from-the-calendar).
+- [Search through records](#search-through-records).
+
+### Change the calendar view
+
+You can choose from these calendar views:
+
+- **Month**: View the entire month.
+- **Week**: View the week from Sunday through Saturday, by default. You can change the first day of the week in system settings.
+- **Day**: View the current day.
+
+**To change the view**
+
+1.  On the navigation bar of the calendar, select the view you're currently in: **Month**, **Day**, or **Week**.
+
+    > [!div class="mx-imgBorder"]
+    > ![Select the current calendar view](media/cal-nav-bar.png "Select the current calendar view") 
+
+2.  Select the view you want to change to.
+
+    > [!div class="mx-imgBorder"]
+    > ![Select the calendar view you want](media/cal-change-view.png "Select the calendar view you want") 
+
+If you want to set a calendar view as the default view, you do that through personalization settings.
+
+### View details of a calendar item
+
+You can view a summary of a record by selecting it in the calendar. A pop-up window opens and displays the summary information.
+
+> [!div class="mx-imgBorder"]
+> ![Details of a calendar item](media/details-pop-up.png "Details of a calendar item") 
+
+If you want to view complete details about the record, select **More Details** in the pop-up window.
+
+### Create and delete records from the calendar
+
+The new calendar view allows you to create and delete records from the calendar.
+
+**To create a record**
+
+1.  In the calendar, select a date tile (in **Month** view) or a time slot (in **Day** or **Week** view) in which you want to create a record.
+
+    > [!div class="mx-imgBorder"]
+    > ![Select a date tile in Month view](media/date-tile.png "Select a date tile in Month view")
+
+    > [!div class="mx-imgBorder"]
+    > ![Select a time slot in Day or Week view](media/time-slot.png "Select a time slot in Day or Week view") 
+
+    Depending on the entity on which the calendar control was added, an appropriate **New** form is opened. For example, if you're viewing leads, a form to create a new lead is opened. If you're viewing opportunities, a form to create a new opportunity is opened.
+
+    > [!NOTE]
+    > - When you add the new calendar control on the Activity entity, an appointment is created when you create a record from the calendar.
+    > - When you add the new calendar control on an entity other than Activity, the corresponding entity record is created when you create a record from the calendar.
+    > - You can also create a new record by selecting and dragging across time slots in **Day** or **Week** view.
+
+2.  Enter the detail, and then save the record. 
+
+**To delete a record**
+
+1.  On the calendar, select the record you want to delete.
+
+2.  Select **Delete** in the pop-up window.
+
+    > [!div class="mx-imgBorder"]
+    > ![Delete a calendar item](media/delete-record-cal.png "Delete a calendar item")
+
+### Search through records
+
+You can use the Search box to filter the records in the calendar based on a search term. For example, when you enter the keyword **Meeting**, it refreshes the calendar view to show only the records where the title begins with **Meeting**.
+
+> [!div class="mx-imgBorder"]
+> ![Use a search term to filter calendar records](media/search-cal.png "Use a search term to filter calendar records")
+
+### See also
+
+[Add the calendar control to entities](../maker/model-driven-apps/add-calendar-control.md)