Creating an activity for a particular entity in Dynamics 365 takes ages as you have to make a whole trip from header to accounts/contacts to record and then finally you get to create an appointment or task.
And this might look okay too if you have to create only a single appointment in a day but if you are handling a lot of accounts then this activity can be quite consuming and is sure to take away your productive hours.
So here we are with this blog that explains how to create single as well as multiple activities right from the map using Dynamics CRM map integration. There are a lot of options available on MS AppSource and you can pick one that fits your workflow.
For demonstration, we’ve taken Quick Maps in this blog.
Step 1: Open “Map” page
If you are using Unified view:
You can find the Quick Maps App on the Dynamics 365 screen. Click on it to navigate to Quick Maps.
If you are using Classic View (old UI):
Find the “AppJetty” tab from the header menu and click on Map under the Quick Maps heading.
Step 2: Plotting entity data on the map
- Select the Entity and its view to plot the data on the map. You can select more than one entity if required.
Step 3 (A): Add Appointment/Task for Single Record
Once the data is plotted on the map, click on the pushpin of a particular entity for which you want to create an activity (appointment/task).
For example, if you want to create an ‘appointment’ for a specific plotted account record on the map, click on the pushpin of that account record, a pop-up with all the details of that account and set of actions will appear. From the detail view, click on the “Add Appointment” option to add the appointment.
Similarly, you can add the task by clicking on the “Add Task” option from the detail view.
Step 4: Once you clicked on Add Appointment to create an appointment for the selected record, you will get a popup where you need to add the required details to create an appointment.
Fill the details and click on the “Create” button to create an appointment from the map itself. Similarly, you can create a Task by inserting the required details.
You can see the created appointments and tasks in CRM by navigating to that particular Entity respectively.
Similarly, under the Appointment (or Task), you can see the Account for that appointment is created.
Step 3 (B): Add Appointment/Task for ‘Multiple’ records
You can also create an appointment/a task for multiple records at the same time.
For that, follow the below steps:
- Plot records on the map (follow the above Step 1 & Step 2).
- Once the records are plotted, you can see the “Show Data” at the bottom of the Map.
- By clicking on the “Show Data” button, you will get the list of all the plotted records in the grid view.
- Select the records for which you want to create appointments/tasks and click on the respective icons of a task/an appointment.
- After creating the appointment/task for multiple records, you can see the created appointments/tasks in CRM by navigating to that Entity respectively.
Once you’ve created multiple appointments, you can see the individual appointments of the account in the My Appointments section.
This way you can do everything right from the map. This comes in handy especially for your on-field sales reps as they can add notes, create appointments/tasks based on their meetings, etc. right from Dynamics CRM Map integration.
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