{"id":2863,"date":"2021-07-15T16:35:23","date_gmt":"2021-07-15T11:05:23","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2863"},"modified":"2024-12-13T14:28:27","modified_gmt":"2024-12-13T08:58:27","slug":"visualize-records-map-using-drawing-toolbar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/","title":{"rendered":"How to Visualize Records on Map using Drawing Toolbar"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/#Step_1_Redirect_to_%E2%80%9CMap%E2%80%9D_page\" >Step 1: Redirect to \u201cMap\u201d page<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/#Step_2_Select_the_required_entity_and_its_view_from_Select_Entity_option_and_select_%E2%80%9CDrawing%E2%80%9D_from_Search_Options\" >Step 2: Select the required entity and its view from Select Entity option and select \u201cDrawing\u201d from Search Options.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/#Step_3_Use_%E2%80%98Drawing_toolbar_to_draw_the_desired_shape_on_Map\" >Step 3: Use \u2018Drawing toolbar\u2019 to draw the desired shape on Map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/#Step_4_Visualize_data_from_the_drawn_shape_on_the_map\" >Step 4: Visualize data from the drawn shape on the map<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Dynamics CRM allows you to plot <i>one entity record<\/i> on the map at a time directly. We wrote a guide explaining how you can do it. On the other hand, a Dynamics CRM Map integration allows you to plot multiple entity records. On top of that, you can use a drawing tool to visualize your records in a particular area or region.<\/p>\n<p>One such tool is Mappyfield.<\/p>\n<p>You can search data on Mappyfield based on Region, User, and there is even an option for Proximity Search. You can also search and manage records by defining shapes on the map.<\/p>\n<p>You can search records by drawing shapes on the map to get the geographical view and visualization of the records. Based on that you can perform your marketing\/sales related actions and activities.<\/p>\n<p>To visualize records in desired shapes on the map for selected entities follow the below steps:<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Redirect_to_%E2%80%9CMap%E2%80%9D_page\"><\/span>Step 1: Redirect to \u201cMap\u201d page<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Click on the Dynamics 365 menu and then click on the \u201cMappyfield\u201d from the slider menu <i>or <\/i>find the \u201cAppJetty\u201d tab from the header menu and click on Maps to open Mappyfield.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Select_the_required_entity_and_its_view_from_Select_Entity_option_and_select_%E2%80%9CDrawing%E2%80%9D_from_Search_Options\"><\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2864\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1.png\" alt=\"Redirect to \u201cMap\u201d page\" width=\"671\" height=\"509\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1.png 671w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1-300x228.png 300w\" sizes=\"auto, (max-width: 671px) 100vw, 671px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2865\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1022x559.png\" alt=\"\" width=\"660\" height=\"361\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1022x559.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-768x420.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1024x560.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2.png 1438w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/> Step 2: Select the required entity and its view from Select Entity option and select \u201cDrawing\u201d from Search Options.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By selecting the Drawing option, the Drawing Toolbar with various tools will be enabled.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2866\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1022x556.png\" alt=\"Enable drawing toolbar\" width=\"660\" height=\"359\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1022x556.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-768x418.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-300x163.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1024x557.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Use_%E2%80%98Drawing_toolbar_to_draw_the_desired_shape_on_Map\"><\/span><b>Step 3<\/b>:<b> Use \u2018Drawing toolbar\u2019 to draw the desired shape on Map<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can use \u2018Drawing toolbar\u2019 to draw the shape from following available tools:<\/p>\n<p><b>&#8211; Polygon<\/b>: Draw a polygon of the desired size with multiple sides.<\/p>\n<p><b>&#8211; Circle<\/b>: Draw a circle using this tool.<\/p>\n<p><b>&#8211; Rectangle<\/b><b>: <\/b>Draw a rectangle using this tool<b>.<\/b><\/p>\n<p>You can also edit the drawn shape and can change shape\u2019s fill and border color using the following drawing tools:<\/p>\n<p><b>&#8211; Edit<\/b><b>:<\/b> Edit the drawn shape or resize the shape using this tool.<\/p>\n<p><b>&#8211; Erase: <\/b>Erase drawn shape from the map using this tool.<\/p>\n<p><strong>&#8211; Fill color:<\/strong> Define or change the fill color of shape using this tool.<\/p>\n<p><strong>&#8211; Stroke color:<\/strong> Define or change the shape\u2019s border color using this tool.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Visualize_data_from_the_drawn_shape_on_the_map\"><\/span><b>Step 4: Visualize data from the drawn shape on the map<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; You can draw multiple shapes on the map.<\/p>\n<p>&#8211; After drawing the shape, click on the \u201cSearch\u201d button to visualize data from the drawn shape on the map. The data will be plotted on the drawing shape.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2867\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1022x556.png\" alt=\"Visualize data from the drawn shape on the map\" width=\"660\" height=\"359\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1022x556.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-768x418.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-300x163.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1024x558.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>&#8211; By clicking on any shape it will display a summary card for selected shape and update data in the data grid accordingly.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2868\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1022x556.png\" alt=\"Summary Card\" width=\"660\" height=\"359\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1022x556.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-768x418.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-300x163.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1024x558.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>Getting the records on the map as per the drawn shape is also known as \u201cUser-Editable Shapes\u201d as the user can draw, edit and remove the shape as per his\/her requirement.<\/p>\n<p>Drawing shapes feature in <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics CRM map integration<\/a> will make it easy for you to visualize and check the records of the selected entities in a particular area of any city, state, and region.<\/p>\n<\/div>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dynamics CRM allows you to plot one entity record on the map at a time directly. We wrote a guide explaining how you can do it. On the other hand, a Dynamics CRM Map integration allows you to plot multiple entity records. On top of that, you can use a drawing tool to visualize your&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/visualize-records-map-using-drawing-toolbar\/\">Continue reading <span class=\"screen-reader-text\">How to Visualize Records on Map using Drawing Toolbar<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2889,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-2863","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Visualize Records on Map using Drawing Toolbar - AppJetty<\/title>\n<meta name=\"description\" content=\"Dynamics CRM allows you to plot one entity record on the map at a time directly. 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