{"id":4111,"date":"2021-08-25T15:18:17","date_gmt":"2021-08-25T09:48:17","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=4111"},"modified":"2025-11-29T21:09:56","modified_gmt":"2025-11-29T15:39:56","slug":"how-to-configure-and-access-summary-card-in-365-dynamics-map-integration","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/","title":{"rendered":"How to Configure and Access Summary Card in 365 Dynamics Map Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#What_is_Summary_Card_Feature\" >What is Summary Card Feature?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Summary_Card_Configurations\" >Summary Card Configurations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Step_2_Navigate_to_the_Entity_Mappings\" >Step 2: Navigate to the Entity Mappings<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Step_3_Summary_Card_details_configuration\" >Step 3: Summary Card details configuration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Summary_Card_on_map\" >Summary Card on map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Step_4_Navigate_to_MappyField_365\" >Step 4: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/#Step_5_Plot_records_on_MappyField_365_map\" >Step 5: Plot records on MappyField 365 map<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Data can be too much sometimes. Even if it is visually plotted for you. It\u2019s easier to understand but not really easy to analyze.<\/p>\n<p>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.<\/p>\n<p>For the demonstration purpose, we are going to take <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField<\/a> 365.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"What_is_Summary_Card_Feature\"><\/span>What is Summary Card Feature?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>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!<\/p>\n<p>Here\u2019s how you can configure and access the summary card feature:<\/p>\n<p>&#8211; Configure the Summary Card details from \u2018Entity Mappings\u2019<\/p>\n<p>&#8211; Plot the records on the map<\/p>\n<p>&#8211; Click on the \u2018Summary Card\u2019 from the Advanced options<\/p>\n<p>&#8211; Check the plotted records details in summary<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Summary_Card_Configurations\"><\/span>Summary Card Configurations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Navigate-to-MappyField-365.png\" alt=\"Navigate to MappyField 365\" \/><\/center>The map will load with the default location and other default configurations based on the user.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Default-configurations-based.png\" alt=\"Default configurations based\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Navigate_to_the_Entity_Mappings\"><\/span>Step 2: Navigate to the Entity Mappings<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on the \u201cEntity Mappings\u201d, 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.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/EntityMappings.png\" alt=\"EntityMappings\" \/><\/center>Here the \u2018Account\u2019 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.<\/p>\n<p>From the ribbon menu, click on the Edit button.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Summary_Card_details_configuration\"><\/span>Step 3: Summary Card details configuration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Scroll down to the \u2018Summary Card\u2019 section, select the Attribute (field), and aggregate method for that field.<\/p>\n<p>Here we have selected two fields:<\/p>\n<p><b>\u2192 No of employees and Sum as an aggregate method<\/b><\/p>\n<p><b>\u2192 Annual Revenue and Average as an aggregate method<\/b><\/p>\n<p><b>\u2192 Open Revenue and Average as an aggregate method<\/b><\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/SummaryCard.png\" alt=\"SummaryCard\" \/><\/center>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.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Summary_Card_on_map\"><\/span>Summary Card on map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Navigate_to_MappyField_365\"><\/span>Step 4: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Let\u2019s see how you can access a Summary Card on the map.<\/p>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/OpenMap-1.png\" alt=\"Openmap\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_5_Plot_records_on_MappyField_365_map\"><\/span>Step 5: Plot records on MappyField 365 map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings.<\/p>\n<p>Under the Plot tab, select the Entity and its Records view.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/SelectEntity.png\" alt=\"SelectEntity\" \/><\/center>The records of the \u2018Account\u2019, \u2018Contact\u2019 and \u2018Leads\u2019 entities are plotted on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/PlottedRecords-1.png\" alt=\"PlottedRecords\" \/><\/center>Once the entity records are plotted, you can perform the action for the plotted records from the \u2018advanced options\u2019 on the left.<\/p>\n<p>By clicking on that \u2018Summary Card\u2019 icon, you will see a popup that has aggregated data of plotted entities.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Aggregated-data-of-plotted-entities.png\" alt=\"Aggregated data of plotted entities\" \/><\/center>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 \u2018Summary Card\u2019 of the particular Territory.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/09\/Particular-Territory.png\" alt=\"Particular Territory\" \/><\/center>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.<\/p>\n<p>In this way using <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">AppJetty MappyField365 map<\/a> integration of Dynamics CRM, you can manage all the CRM entities on the map and perform many actions.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Data can be too much sometimes. Even if it is visually plotted for you. It\u2019s 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&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/\">Continue reading <span class=\"screen-reader-text\">How to Configure and Access Summary Card in 365 Dynamics Map Integration<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":4113,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Configure and Use Summary Cards in Dynamics Map Integration","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-4111","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configure and Use Summary Cards in Dynamics Map Integration<\/title>\n<meta name=\"description\" content=\"Data can be too much sometimes. Even if it is visually plotted for you. It\u2019s easier to understand but not really easy to analyze. So, in this blog, we are\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-configure-and-access-summary-card-in-365-dynamics-map-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configure and Use Summary Cards in Dynamics Map Integration\" \/>\n<meta property=\"og:description\" content=\"Data can be too much sometimes. Even if it is visually plotted for you. It\u2019s easier to understand but not really easy to analyze. 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