blog-banner

How to Plot Categorized Data for Multiple Entities in Dynamics Map Integration

Amit Shah
Sep 25,2020

To find the correlation and causality of a particular change in data, you need to see it in relation to other data sets.

And what better and efficient way to do so by plotting multiple entities or data sets on the map.

So, in this blog, we are going to demonstrate how to plot multiple entities on the map using Dynamics 365 map integration. Additionally, we’ll also show how to categorize the plotted records.

For demonstration purposes, we are using MappyField 365. There are many other mapping tools available on MS AppSource that natively connects with your Dynamics 365.

In the MappyField 365, you can easily plot the multiple records and views on the map. The purpose of this feature is to show multiple entities’ data on a single map with the help of the layer menu that enables you to show/hide a particular layer(s).

Note: You can plot a maximum of five entities at a time. So, you can select categories for five entities and plot categorized data by selecting a specific category field on the map.

Step 1: Navigate to MappyField 365

Find the “AppJetty” tab from Dynamics 365 menu and navigate to MappyField 365 → Map.

Navigate to MappyField 365 -> Map

Step 2: Plot multiple entities on the map

Here we’ve plotted Account, Contact, and Lead entities on the map.

Account, Contact, and Lead entities on the map

Under the Layer Menu, you will get the list of plotted entities. By clicking on the toggle, you can show/hide the records of any entity on the map.

Hence, you can manage the plotted records without removing specific entity records saving you a lot of time in plotting single entities or removing and then adding entities to the plotted data.

Layer Menu

Step 3: Categorize the plotted data

If you want some data categorized based on specific details of the plotted records (i.e. City, State, Annual Revenue, etc.), you can use the Category option provided.

Select Category

After clicking on the Category icon, a popup will be prompted. Select the category for each entity, then click on the Search button. The categorized data will be plotted as shown below.

Category

On the left panel, you will get the “Category” option showing details of the plotted categorized data.

You can also see all the categorized data in the data grid which you can access from the map and perform different actions for multiple records at once.

Data Grid

Hence, you can make the most of your data by smartly plotting and categorizing it using a Dynamics 365 mapping tool.

Read related blogs about Quick Maps