Map Clustering enhancements for better visualization of your Dynamics 365 CRM Data

Map Clustering enhancements for better visualization of your Dynamics 365 CRM Data

Amit Shah

July 26th, 2021

Maps are a great way to visualize location-based data and records. If you have multiple records (pushpins/markers) close to each other, it can be hard to check the plotted records on the map. The map clustering feature helps combine the closer records (pushpins) into a group.

MS DynamicsCRM/365 mapping plugin, “AppJetty MappyField 365” with Bing map integration provides a Map Clustering feature for better visualization and analyzing the CRM records on the map.

With MappyFIeld 365 map, plot multiple CRM entity records on the map and manage the CRM entities & activities from the map itself. Map Clustering is a small but one of the most important features of the MappyField 365.

In this blog, we will explain how the “Cluster Map” feature works.

Step 1: Navigate to MappyField 365

Select “MappyField 365” from the Dynamics 365 dashboard or app list.

MappyField 365 dashboard

By default, you will be navigated to the “Map view” of the MappyField 365 with all the default configurations.

Map view of the MappyField 365

Step 2: Navigate to the “Plot” menu

You will find the “Cluster” option under the “Plot” menu. You need to select the CRM Entity with its view records.

Plot menu

After selecting the Entity with its view and enabling the “Cluster”, click on the “Search” button. The entity records will be plotted into the group (divided into small chunks) that is called a Cluster.

divided into small chunks

Here, the number on a cluster indicates how many records (pushpins) it contains.

Sometimes when there is more than one record with the same location/address (same latitude and longitude), you will see more than one push pin that overlaps on another. They will resemble one pushpin but if you have enabled the “Cluster” map option, it will display in the group.

Step 3: Increase/Decrease cluster records as per Zooming level

As you “Zoom In” the Map or Zoom into any of the cluster locations, the number on the cluster decreases and you will see the individual pushpins on some of the locations on the map.

Zooming level

But if you “Zooming Out” of the map, the number on the cluster decreases and consolidates the pushpins into clusters again or closer clusters into one cluster.

Zooming Out

Step 4: Spider Cluster

When you click on the cluster that indicates the number, it opens all data around that point. This is called Spider Cluster.

Spider Cluster

By hovering on any pushpin (a record), you will get the details of that CRM record.

Spider Cluster-2

So, the Map Clustering feature will help to get closer located records into a cluster and you can avoid the overlapping of the pushpins.

Microsoft DynamicsCRM Geo-analytical app AppJetty MappyField 365 can help to analyze the CRM records on the map. With the help of the MappyFIeld365 features, you can track the CRM activities, manage and schedule the activities from the map itself.

If you want to know about any feature regarding AppJetty MappyField 365, feel free to reach out to us at sales@appjetty.com or you can just click on the “Contact Us”.

 
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