Form-level calendars

Completed

When users view a specific record in Dynamics 365 Customer Insights - Journeys, users can view a form-level calendar. The calendar may appear in its own tab or as a section on a given tab. Users will see the form displayed in a calendar view, but will still also see the record in a list view. For form-level calendars, it will only show and create a record for the selected entity. You can add a marketing calendar to any form where you think it could be useful.

You can open a specific event or speaker record to view a form-level marketing calendar. Then navigate to a form-level record where you'll be able to see the form in a calendar view and a list view. You see relevant records plotted on the calendar according to their scheduled dates, and you can open any listed record from here.

This example shows the sessions form-level calendar on an event record.

Screenshot of the sessions form-level calendar on an event record.

For more information, see Types and locations of marketing calendars and Use the calendar.