How to Configure and Access Summary Card in 365 Dynamics Map Integration

How to Configure and Access Summary Card in 365 Dynamics Map Integration

Amit Shah

September 23rd, 2020

Data can be too much sometimes. Even if it is visually plotted for you. It’s easier to understand but not really easy to analyze.

So, in this blog, we are going to explore the feature of the summary card that most of the Dynamics map integration tools are equipped with.

For the demonstration purpose, we are going to take MappyField 365.

What is Summary Card Feature?

The Summary Card feature allows users to get detailed and summarized information of the plotted data on the map like potential revenue, net value, etc. By getting aggregated information, users can quickly analyze and devise their strategy for a particular region!

Here’s how you can configure and access the summary card feature:

– Configure the Summary Card details from ‘Entity Mappings’

– Plot the records on the map

– Click on the ‘Summary Card’ from the Advanced options

– Check the plotted records details in summary

Summary Card Configurations

Step 1: Navigate to MappyField 365

After logging into Dynamics 365, click on “MappyField 365” from the Dynamics 365 apps dashboard.

Navigate to MappyField 365

The map will load with the default location and other default configurations based on the user.

Default configurations based

Step 2: Navigate to the Entity Mappings

By clicking on the “Entity Mappings”, you will get the existing list of entities that are already configured. By clicking on the +New from the ribbon, you can add a new entity or edit and configure the existing one.

EntityMappings

Here the ‘Account’ entity is selected, by editing it, you can edit and modify the configured details. By clicking on it, you will be navigated to its details page.

From the ribbon menu, click on the Edit button.

Step 3: Summary Card details configuration

Scroll down to the ‘Summary Card’ section, select the Attribute (field), and aggregate method for that field.

Here we have selected two fields:

→ No of employees and Sum as an aggregate method

→ Annual Revenue and Average as an aggregate method

→ Open Revenue and Average as an aggregate method

SummaryCard

After inserting the details, Save the Accounts entity configuration. The summary card details will appear on the map as you have configured for the entity.

Summary Card on map

Step 4: Navigate to MappyField 365

Let’s see how you can access a Summary Card on the map.

After logging into Dynamics 365, click on “MappyField 365” from the Dynamics 365 apps dashboard.

Openmap

Step 5: Plot records on MappyField 365 map

Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings.

Under the Plot tab, select the Entity and its Records view.

SelectEntity

The records of the ‘Account’, ‘Contact’ and ‘Leads’ entities are plotted on the map.

PlottedRecords

Once the entity records are plotted, you can perform the action for the plotted records from the ‘advanced options’ on the left.

By clicking on that ‘Summary Card’ icon, you will see a popup that has aggregated data of plotted entities.

Aggregated data of plotted entities

If you have plotted the entity records by selecting the Territories from the Search Options, then by clicking on the specific territory area, you will also get the ‘Summary Card’ of the particular Territory.

Particular Territory

Similarly, you can search the entity records by selecting the Region or Proximity search, and by clicking on the specific area which is searched by using any search operation, you will also get the Summary card of that area.

In this way using AppJetty MappyField365 map integration of Dynamics CRM, you can manage all the CRM entities on the map and perform many actions.

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