Data Grid in Detail Map

The Data Grid is available at the bottom of the Detail map which can be opened using the yellow button ‘View Data’. All plotted pushpins represent a unique record in Dynamics CRM and data grid helps the users to access these records from the map screen, filter the data further and perform some mass actions. Order of columns in the grid depends upon the Dynamics CRM View selected to plot the data and in the case of Marketing Lists & Maplytics Dashboard records, it is same as that of the Entity-View selected in Entity Map. The users can also customize the data columns to be visible in the grid by adding/removing columns from the Entity view.

Filter Data: The user can use the filter present on the top of every column to filter the data further. Order of columns in the grid depends upon the Dynamics CRM View selected to plot the data and in the case of Marketing Lists & Maplytics Dashboard records, it is same as that of the Entity-View selected in Entity Map. The users can also customize the data columns to be visible in the grid by adding/removing columns from the Entity view.

Reset: This will reset the grid to the initial search.

Parent Record / Related Record: This is useful when the user is dealing with plot related records functionality. The user can switch between child data and parent data using this button.

For any queries, reach out to us at crm@inogic.com

Last updated