Sunday 24 July 2016

Free Calendar Add-Ons for CRM 2015/2016

Today I am back with the new requirement where I was asked to display the record on the calendar view on the based of the date when the record was created for the specific Entity.

To Full-fill this requirement I have created a CRM Solution with the help of one of the open source java script library (FullCalendar - http://fullcalendar.io ).
The solution contains a web Resource "pankaj_calendarControlForAnyEntity"  which can be placed on any Entity form with some parameter and be able to view the record on calender .

End result will look like this:-

















Steps to configure web resource properties:-
Step 1. Insert a web resource on the form and configure it according to this screen shot.

Step 2. Most important you need to take care about the parameter which need to be pass to the web resource.
Format of parameter :- parameter1,parameter2,parameter3,parameter4,parameter5              

1. parameter1 (Required) -Schema name of the Entity on which the calender control is being used.
2. parameter2 (Required) - Schema name of the Date Field on which we want to display the record.
3. parameter3 (Required)-Schema name of the String Field which  used as dispay name for record.
4.parameter4 (Optional)-Schema name of the Field which will be used as a filter field for the Entity
5.parameter5 (Optional) - Value that will used as a filter for paramter4 .                                            
Above used web resource parameters Example :-                                                                                 
                                                                    
"contact,createdon,fullname,fullname,aa" will fetch all the active record from contact Entity  
where fullname  contains "aa". Field to be display on the calendar will be "fullname" and the 
 cell to displayed on start day the record was "createdon".                                                           

Note:- This control allow you to add it for any Entity for any condition with any field as a         display name.                                                                                                         

You can download the solution from this link :-                                                                         Managed Solution                                                                                     
Un-Managed Solution                                                                            
 I have added a Unmanaged solution which will allow you to Enhance/Edit the control according 
to your requirement. I recommend you to go through this http://fullcalendar.io link to get the      
methods of the calendar control.

Hope this would help you to create a calendar control for your specfic Entity!!!!!!!!!            
Feel Free to comment if you have any question or need help to Enhance the control!!!!!!!!!!
                                                                     

3 comments:

  1. What an amazing work.It is very rare to get such an impressive articles.This article will surely help many people and it surely claims a huge appreciation. I will recommend others to go through your articles.THANK YOU FOR SHARING.visit-
    CRM

    ReplyDelete
  2. Hi Pankaj solution looks fantastic I have CRM 2015
    the downloads links both are for 2016

    ReplyDelete
    Replies
    1. Correct Dan this is for CRM 2016. One of my client needed similar solution but much customization, and I did it successfully. Do you need any custom development? Please drop me an email at dibwas@gmail.com.

      Thanks
      Dibyendu Biswas
      CEO
      www.websofttechs.com
      https://www.guru.com/freelancers/websofttechs.com

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