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How to Set Navigation App on User Level from Dynamics Mapping Tool

Amit Shah
Jul 05,2020

Dynamics CRM has Bing Maps integrated by default. But there are certain limitations when it comes to navigating using Bing Maps inside of Dynamics CRM. To overcome these limitations and achieve more from your Dynamics CRM, you can invest in a Dynamics Mapping tool that allows you to plot records on a map, visualize data with heatmaps, and manage your territories more effectively.

Not only that, but you can also find the shortest paths to cover more clients and meetings in a shorter period of time. And with the right app for navigation, your on-field sales reps can work more effectively.

In this blog, we are going to show you how to set a navigation app like Google Maps, Apple Maps, or Waze on a user level using the Dynamics Mapping tool. Further, we’ve also demonstrated how one can generate navigation links to go about their day.

For the demonstration purpose, we’ve taken Quick Maps but you can browse around on MS App Source and find a suitable Dynamics 365 map integration.

Step 1: Navigate to Map

If you are using old UI (Classic view):
Find the “AppJetty” tab from the header menu, navigate to Quick Maps and then click on Map.

ClassicView - Dynamics CRM

If you are using Unified view:
You can find the ‘Quick Maps’ App by clicking on the Dynamics 365 option.

UnifiedView - Dynamics CRM

Step 2: Select any one(Google/Waze/Apple) from the configuration

- Click on the “Map Configuration Details ” option and select the user (a record) for whom you want to set the Navigation Map.

Map Configuration Details
- You can set navigation maps at an individual level i.e. for one user you can set Google Maps while for another user, you can set Waze Map and so on.
- You can also set the Navigation Map based on the devices i.e. Google Map for Android and Apple Maps iPhones/iPads.

Based on the selection in the user configuration detail for ‘Navigation Via’, the navigation link will be generated from the Quick Maps, and by clicking on it, the user will be redirected to the respective App.

Step 3: Navigate to the Maps page and select the Entity.

- By clicking on the Maps, you will be navigated to the Quick Maps page.
- Select the Entity & its view. You can also select the multiple entities if you want.

EntityPlotting

The data will be plotted on the Map as per the selection of the Entity(s).

Step 4: Insert the Origin and Destination

After plotting the data on the maps, you can add the locations in two ways:
- Manually: Click on the “Direction” tab. From here, you can insert the starting & ending locations by inserting the address manually in “From” and “To” edit boxes.
- Via pushpins: By clicking on any Pushpin, the details of that records will popup. You can set the directions by selecting the “Add to Origin” option and the final destination by selecting “Add to Destination” respectively.

After selecting origin and destination, both locations automatically gets inserted in the “Directions” tab.

Set origin and destination

- Now click on the Go button for directions on the map. You will get turn-by-turn directions of inserted locations.

The multiple locations selection option is also provided if you want to cover 2-3 clients in a single day.

Step 5: Generating Navigation Links

- After the route is plotted on the map, click on the navigation icon to get the link of the plotted route.
- If you have selected multiple locations, you will get more than one link.

Select get directions
- This will open “Navigation Links” popup with direction links generated from waypoint A-B, B-C, so on.

Get navigation links

- By clicking on the links from the Dynamics Mobile/Tablet App, you will be redirected to the relevant Maps app as per the selection of Navigation Map in Map configuration details.

Therefore, the admin user can select any Navigation Map option from Google Maps, Waze, or Apple Maps. This makes it easier for the reps to access the links and make it on time for appointments and meetings.

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