Yes, it is possible to customize or modify the tooltip content displayed on the Marketing Calendar control in Dynamics 365 Customer Insights - Journeys (formerly Marketing). However, the method to achieve this isn't through direct configuration within the calendar control itself. Instead, you need to customize the view that the Marketing Calendar is displaying.
Here's how you can achieve this:
The Underlying Mechanism: Calendar Views
The Marketing Calendar control doesn't directly define the tooltip content. Instead, it renders events based on a specific Calendar View. This Calendar View determines which fields from the underlying entity (e.g., Marketing Email, Customer Journey, etc.) are displayed in the calendar item itself and, importantly, in the tooltip.
Steps to Customize the Tooltip Content:
- Identify the Entity and View:
- Determine the Entity: First, you need to know which entity's records are being displayed on the calendar item you're hovering over. For example, if you're hovering over a sent email, the entity is likely "Marketing Email." If it's a scheduled customer journey, the entity is "Customer Journey."
- Identify the Calendar View: Go to Settings > Customization > Customize the System. Expand Entities, find the relevant entity (e.g., Marketing Email), and then click on Views. Identify the specific Calendar View that is being used by your Marketing Calendar. The name might be something like "Marketing Calendar View" or a similar descriptive name.
- Customize the Calendar View:
- Open the Calendar View: Double-click on the Calendar View you identified in the previous step to open it in the View Editor.
- Add Columns for Tooltip Information: In the View Editor, click Add Columns.
- Select the Fields: In the "Add Columns" dialog, select the fields you want to include in the tooltip. This could be:
- Marketing Email Subject: From the Marketing Email entity.
- Owner (User): From the Marketing Email or related entity.
- Campaign Name: From the related Campaign entity (you might need to add a related entity column).
- Any other standard or custom fields that you want to see in the tooltip.
- Order the Columns (Optional): The order of the columns in the view can sometimes influence the tooltip display, although the exact behavior might vary. Arrange them in a logical order.
- Save and Publish: After adding the desired columns, click Save and then Publish All Customizations.
How This Affects the Tooltip:
When you customize the Calendar View by adding columns, the Marketing Calendar control will typically include the values of these additional columns in the tooltip that appears when you hover over a calendar item based on that entity and using that specific Calendar View.
Example:
Let's say you want to add the "Marketing Email Subject" to the tooltip for sent emails:
- Identify that sent emails are displayed on the Marketing Calendar using the "Marketing Email" entity and a Calendar View (e.g., "Marketing Calendar View for Emails").
- Open the "Marketing Calendar View for Emails" in the View Editor.
- Click "Add Columns" and select the "Subject" field from the "Marketing Email" entity.
- Save and Publish All Customizations.
Now, when you hover over a sent email on the Marketing Calendar, the tooltip should include the "Scheduled Start Time," "Scheduled End Time," and the "Subject" of the email.
Important Considerations:
- Performance: Adding too many columns to the Calendar View might slightly impact the performance of the calendar loading, especially if you have a large number of records. Choose only the most essential fields for the tooltip.
- View Context: Ensure you are customizing the correct Calendar View that is being used for the specific type of calendar items you want to modify. Different entities (emails, journeys, etc.) might use different Calendar Views.
- User Experience: Keep the tooltip concise and easy to read. Too much information in the tooltip can be overwhelming.
- No Direct WYSIWYG Editor: You don't have a direct "tooltip editor." The content is derived from the columns you add to the underlying Calendar View.
- Testing: After making changes, thoroughly test the Marketing Calendar in your environment to ensure the tooltips display the desired information correctly.
By understanding that the tooltip content is driven by the Calendar View, you can effectively customize it to surface more useful details directly from the Marketing Calendar view without needing to modify the base control itself.
