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title: How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365

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# How to Filter Activity Based on Custom Field in Entity Calendar of Calendar 365

<p><a href="https://justpaste.it/img/b428af742b5be73b39652c7bb4e52fef.jpg"><img src="https://justpaste.it/img/small/b428af742b5be73b39652c7bb4e52fef.jpg" border="0" alt="howtofilteractivitybasedoncustomfieldinentitycalendarofcalendar365.jpg" style="display: block; margin-left: auto; margin-right: auto;" /></a></p>
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<p><span style="color: #000000; font-weight: 400;">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.&nbsp;</span></p>
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<p><span style="color: #000000; font-weight: 400;">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.</span></p>
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<p><strong><span style="color: #000000;">Step 1: Navigate to the AppJetty Calendar 365.</span></strong></p>
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<p><span style="color: #000000; font-weight: 400;">Click on &ldquo;</span><a href="https://www.appjetty.com/dynamics365-all-in-one-calendar.htm"><strong><span style="color: #03abdf;">Calendar 365</span></strong></a><span style="color: #000000; font-weight: 400;">&rdquo; from the apps list and navigate to the custom calendar of Calendar 365.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-1.png" border="0" alt="" /></span></p>
<p><span style="color: #000000; font-weight: 400;">You will navigate to the custom calendar of Calendar 365. Here, you will see three types of calendars:</span></p>
<p><span style="color: #000000; font-weight: 400;">1) Resource Calendar&nbsp;</span></p>
<p><span style="color: #000000; font-weight: 400;">2) Customer Calendar</span></p>
<p><span style="color: #000000; font-weight: 400;">3) Entity Calendar</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-2.png" border="0" alt="" width="1431" height="771" /></span></p>
<p><span style="color: #000000; font-weight: 400;">From the top-right corner, you will find the &lsquo;Settings&rsquo; (gear) icon to configure Calendar 365 settings. By clicking on the &lsquo;Settings&rsquo; icon, you will get the configuration of the Calendar 365 in the new tab.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-3.png" border="0" alt="" /></span></p>
<p><span style="color: #000000; font-weight: 400;">You will see the&nbsp; separate configuration for &ldquo;Entity Calendar&rdquo;.&nbsp;</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-4.png" border="0" alt="" width="1407" height="689" /></span></p>
<p><span style="color: #000000; font-weight: 400;">Click on Advanced Setting. Select the edit entity in Actions as shown in the image.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-5.png" border="0" alt="" width="1362" height="520" /></span></p>
<p><span style="color: #000000; font-weight: 400;">By clicking the Custom Color Configuration select the field.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-6.png" border="0" alt="" width="1089" height="685" /></span></p>
<p><span style="color: #000000; font-weight: 400;">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.</span></p>
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<p><span style="color: #000000; font-weight: 400;">Select the multiple days with color configuration and click on the update button.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-7.png" border="0" alt="" width="1128" height="676" /></span></p>
<p><strong><span style="color: #000000;">Step 2: Navigate to Entity Calendar</span></strong></p>
<p><span style="color: #000000; font-weight: 400;">Select the entity calendar. There are three entities: Event by owner, Events, Account.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-8.png" border="0" alt="" /></span></p>
<p><strong><span style="color: #000000;">Entity Calendar</span></strong><span style="color: #000000; font-weight: 400;">:</span></p>
<p><span style="color: #000000; font-weight: 400;">You need to select the &ldquo;Entity&rdquo; from the </span><strong><span style="color: #000000;">Entity Calendar</span></strong><span style="color: #000000; font-weight: 400;"> drop down to see the specific entity field on the custom calendar of Calendar 365. Here the Account entity is selected.</span></p>
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<p><span style="color: #000000; font-weight: 400;">After selecting the entity, it will open a &ldquo;Lookup Records&rdquo; for selecting the Filter&rsquo;s Fields.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-9.png" border="0" alt="" width="1211" height="762" /></span></p>
<p><span style="color: #000000; font-weight: 400;">Click the &ldquo;Add&rdquo; button to show the Preferred Day.</span></p>
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<p><strong><span style="color: #000000;">Filter:</span></strong></p>
<p><span style="color: #000000; font-weight: 400;">Filter entity&rsquo;s records based on selected entity&rsquo;s filter attribute record. Suppose, for account entity, the </span><strong><span style="color: #000000;">Created By</span></strong><span style="color: #000000; font-weight: 400;"> filter records is selected. So, it will show only those fields which are created by selected Fields.</span></p>
<p><span style="color: #000000; font-weight: 400;"><img src="https://www.appjetty.com/blog/wp-content/uploads/2023/01/Custom-Field-in-Entity-Calendar-10.png" border="0" alt="" width="1243" height="736" /></span></p>
<p><span style="color: #000000; font-weight: 400;">Calendar 365 provides a Filter Activity based on a custom field in Entity Calendar Dynamics 365.</span></p>
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<p><em><span style="color: #000000; font-weight: 400;">All product and company names are trademarks&trade;, registered&reg; or copyright&copy; trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.</span></em></p>
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<p><strong><span style="color: #000000;">The Article is originally published on:&nbsp;</span></strong></p>
<p>https://www.appjetty.com/blog/custom-filter-entity-calendar/</p>