{"id":4446,"date":"2017-08-18T19:34:43","date_gmt":"2017-08-18T19:34:43","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=4446"},"modified":"2020-11-13T13:54:40","modified_gmt":"2020-11-13T13:54:40","slug":"tooltip-card-actions-perform-quick-actions-map-within-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/tooltip-card-actions-perform-quick-actions-map-within-dynamics-crm\/","title":{"rendered":"Tooltip Card Actions \u2013 Perform quick actions on a map within Dynamics CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">With the <a href=\"http:\/\/www.maplytics.com\/release-notes\/maplytics-august-2017-release-uniquely-yours\/\" target=\"_blank\" rel=\"noopener noreferrer\">Maplytics August 2017 release<\/a>, we have made performing actions that you use the most in Dynamics CRM quite easy with customizable Tooltip Card Actions. Users now have the ability to customize the quick call to action buttons on the Tooltip card and get the actions you need most just a click away!<\/p>\n<h3><strong>Steps to configure Tooltip Card Actions:<\/strong><\/h3>\n<p style=\"text-align: center;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-4447 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card.gif\" alt=\"Tooltip Card Actions \u2013 Perform quick actions on a map within Dynamics CRM\" width=\"800\" height=\"391\" \/><\/p>\n<p style=\"text-align: justify;\">Every tooltip record can have seven associated quick action buttons. This helps in saving sales representative time while switching between screens to take action. <strong><em>First <\/em><\/strong><strong><em>three actions are added as default (i.e. Change Owner, Open Record and Plot Related Record)<\/em><\/strong> and these actions cannot be modified\/deleted by the user.<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4448 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Default-Actions.png\" alt=\"Tooltip Card Default Actions\" width=\"326\" height=\"207\" \/><\/p>\n<p style=\"text-align: justify;\">The user can <strong><em>customize rest 4 actions<\/em><\/strong> according to their requirement.<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4449 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Configuration.gif\" alt=\"Tooltip Card Configuration\" width=\"800\" height=\"400\" \/><\/p>\n<p style=\"text-align: justify;\">To customize other actions, navigate to <strong><em>Settings &gt; Entity Maps<\/em><\/strong> &gt; <strong><em>Select the required Entity for which you want to set up the Summary Card &gt; Advanced Settings &gt; Tooltip Card Actions.<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4450 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Actions.png\" alt=\"Tooltip Card Actions \u2013 Perform quick actions on a map within Dynamics CRM\" width=\"1263\" height=\"349\" \/><\/p>\n<p style=\"text-align: justify;\">Below are the fields available to add a new tooltip card action;<\/p>\n<p style=\"padding-left: 30px; text-align: justify;\"><strong>1. Entity:<\/strong> Here the user can select the entity name from the drop-down. The list contains all the custom as well as OOB Activity type entities.<\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4451 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Actions-Entity.png\" alt=\"Tooltip Card Actions Entity\" width=\"353\" height=\"329\" \/><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\"><strong>2. Icon:<\/strong> User can select the icon to be displayed for this action.<\/p>\n<p style=\"padding-left: 30px; text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4452 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Actions-Icon.png\" alt=\"Tooltip Card Actions Icon\" width=\"365\" height=\"350\" \/><\/p>\n<p style=\"padding-left: 30px; text-align: justify;\"><strong>3. Display Name:<\/strong> User can also mention the display name to be visible while hovering over the icon. This has a character limit of 35.<\/p>\n<p style=\"padding-left: 30px; text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4453 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Tooltip-Card-Actions-Display-Name.png\" alt=\"Tooltip Card Actions Display Name\" width=\"356\" height=\"307\" \/><\/p>\n<p style=\"text-align: justify;\">After adding all the information, click on <strong><em>\u2018Save\u2019 <\/em><\/strong>to add the quick action on the tooltip card.<\/p>\n<p><strong><em>Maplytics\u2122 seamlessly integrated Bing Maps with Microsoft Dynamics 365 to enable organizations to visualize their customers &amp; prospects\u00a0on a map\u00a0within\u00a0Dynamics CRM for\u00a0enhanced\u00a0business insights. Maplytics\u00a0is Certified\u00a0for\u00a0Microsoft Dynamics\u00a0365 (CfMD) that offers\u00a0geo-analytical\u00a0capabilities\u00a0along\u00a0with\u00a0Appointment Planning, Routing, Heat Maps, Territory\u00a0Management, Radius Search and more! Maplytics\u00a0is\u00a0a multi-language app\u00a0that currently supports\u00a0English, French, German, Portuguese, Spanish and Turkish.<\/em><\/strong><br \/>\n<strong><em>Get your <\/em><\/strong><a href=\"http:\/\/www.maplytics.com\/maplytics-download\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>FREE TRIAL<\/em><\/strong><\/a><strong><em> today!<\/em><\/strong><br \/>\n<strong><em>Happy Mapping!<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>With the Maplytics August 2017 release, we have made performing actions that you use the most in Dynamics CRM quite easy with customizable Tooltip Card Actions. Users now have the ability to&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[143,137,145],"class_list":["post-4446","post","type-post","status-publish","format-standard","hentry","category-features","tag-features","tag-maplytics-august-2017-release","tag-tooltip-card-actions"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Tooltip Card Actions \u2013 Perform quick actions on a map within Dynamics CRM<\/title>\n<meta name=\"description\" content=\"Users now have the ability to customize the quick call to action buttons on the Tooltip card and get the actions you need most just a click away!\" \/>\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.maplytics.com\/blog\/tooltip-card-actions-perform-quick-actions-map-within-dynamics-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tooltip Card Actions \u2013 Perform quick actions on a map within Dynamics CRM\" \/>\n<meta property=\"og:description\" content=\"Users now have the ability to customize the quick call to action buttons on the Tooltip card and get the actions you need most just a click away!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/tooltip-card-actions-perform-quick-actions-map-within-dynamics-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" 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With a rich history in Dynamics 365 and Power Platform development, Sam leads a team of certified CRM developers dedicated to pioneering cutting-edge technologies with Copilot and Azure AI the latest additions. Passionate about transforming the CRM industry, Sam\u2019s insights and leadership drive Inogic\u2019s mission to change the \u201cDynamics\u201d of CRM.","sameAs":["https:\/\/www.maplytics.com","https:\/\/www.linkedin.com\/in\/inogic\/","https:\/\/www.facebook.com\/sam.inogic\/"],"url":"https:\/\/www.maplytics.com\/blog\/author\/maplytic-blog-usr\/"}]}},"_links":{"self":[{"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/posts\/4446","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/comments?post=4446"}],"version-history":[{"count":0,"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/posts\/4446\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/media?parent=4446"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/categories?post=4446"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.maplytics.com\/blog\/wp-json\/wp\/v2\/tags?post=4446"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}