Customizing the Display

Tailoring what planners see: appointment subject and body, the editor's fields, and the details pane's columns and labels.

Part of paths:Functional consultant Technical consultant

8 lessons

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The display layer. Field templates and appointment templates control what shows on appointments; pane layouts and localizations control what shows in the details pane.

What you'll cover

Appointment Information4 lessons
Configuring the Details Component4 lessons

Lessons

8 lessons

Appointment Information

01
Appointment information - use case goal
After this you can explain why generic appointment subjects hurt daily planning and name field templates and appointment templates as the two levers to fix it.
Quiz2 min
02
Changing the subject & body of your appointments
Configure field templates for appointment subject and body, and verify how changes apply to new versus existing appointments.
Quiz4 min
03
Customizing the appointment editor
After this you can configure an appointment template per appointment type - adding, removing, reordering, and requiring the fields your planners need.
Quiz4 min
04
Appointment information - use case exercise
After this you can configure field templates and an appointment template for your primary appointment type and verify the result on a new appointment.
Quiz6 min

Configuring the Details Component

05
Details component - use case goal
After this you can explain why a generic details pane slows planners down and name pane layouts and localizations as the two configuration levers for this section.
Quiz2 min
06
Building your informative details table
After this you can build a pane layout with sections and ordered fields for a record type, including mapped custom fields from Business Central.
Quiz4 min
07
Renaming your fields
After this you can create localizations that relabel fields to match your team's vocabulary and confirm the new names in the pane and editor.
Quiz3 min
08
Details component - use case exercise
After this you can build a three-section pane layout, localize key field labels, and verify the configured pane for your primary record type.
Quiz6 min