{"id":2875,"date":"2021-07-15T16:35:17","date_gmt":"2021-07-15T11:05:17","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2875"},"modified":"2024-12-13T14:28:27","modified_gmt":"2024-12-13T08:58:27","slug":"stay-top-of-your-clients-with-nearby-data-search","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/stay-top-of-your-clients-with-nearby-data-search\/","title":{"rendered":"How to Stay on Top of Your Clients with Nearby Data Search"},"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\/stay-top-of-your-clients-with-nearby-data-search\/#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\/stay-top-of-your-clients-with-nearby-data-search\/#Step_2_Enter_the_Location_name_in_Default_Location_or_pinpoint_the_current_location_on_Map\" >Step 2: Enter the Location name in Default Location or pinpoint the current location on Map.<\/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\/stay-top-of-your-clients-with-nearby-data-search\/#Step_3_Perform_Proximity_Search_Radius_Search\" >Step 3: Perform Proximity Search (Radius Search)<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/stay-top-of-your-clients-with-nearby-data-search\/#Distance-based_Proximity\" >Distance-based Proximity:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/stay-top-of-your-clients-with-nearby-data-search\/#Time-based_Proximity\" >Time-based Proximity:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/stay-top-of-your-clients-with-nearby-data-search\/#Step_4_Create_AppointmentTask_or_add_records_to_route\" >Step 4: Create Appointment\/Task or add records to route<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-quick-maps.htm\">Dynamics 365 map integration<\/a> is the way to go about this.<\/p>\n<p>The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option. But let\u2019s look at how a map integration like Mappyfield gives features like proximity search to maximize your efforts. Your on field team can leverage this to get their schedule, plan a route based on proximity and add the records to their calendar easily.<\/p>\n<p>Let\u2019s walk through how to enable it:<\/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>&#8211; Click on the Dynamics 365 menu and then click on \u201cMappyfield\u201d from the slider menu <i>or <\/i>find the \u201cAppJetty\u201d tab from the header menu and click on Maps to open QuickMaps.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2876\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1-1.png\" alt=\"Redirect to \u201cMap\u201d page \" width=\"671\" height=\"509\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1-1.png 671w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-1-1-300x228.png 300w\" sizes=\"auto, (max-width: 671px) 100vw, 671px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2877\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1-1022x559.png\" alt=\"\" width=\"660\" height=\"361\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1-1022x559.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1-768x420.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1-1024x560.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-2-1.png 1438w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Enter_the_Location_name_in_Default_Location_or_pinpoint_the_current_location_on_Map\"><\/span>Step 2: Enter the Location name in Default Location or pinpoint the current location on Map.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; When the map loads, if the default location setting is saved then it will display location name in default location textbox.<\/p>\n<p>&#8211; If the default location is not set and you want to search records for a particular location, right-click on that location on the map and click on the \u201cSet As Current Location\u201d option. This will add selected location into the Default Location textbox also.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2878\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1-1022x558.png\" alt=\"enter location name\" width=\"660\" height=\"360\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1-1022x558.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1-768x419.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1-1024x559.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-3-1.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>&#8211; If no value is provided in the textbox, the Proximity search (Radius search) will work on logged in user\u2019s current location which is inserted in the configuration.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2879\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1-1022x639.png\" alt=\"enter location name\" width=\"660\" height=\"413\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1-1022x639.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1-768x480.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1-300x188.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1-1024x640.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-4-1.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Perform_Proximity_Search_Radius_Search\"><\/span>Step 3: Perform Proximity Search (Radius Search)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Now select the entity for which you want to search the data near the current location.<\/p>\n<p>&#8211; Select the Entity and its view under the \u2018Select Entity\u2019 option and select <b>Proximity Search<\/b> in \u2018Search Options\u2019 dropdown.<\/p>\n<p>&#8211; As you select \u2018Proximity\u2019, Distance and Time options will appear.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Distance-based_Proximity\"><\/span>Distance-based Proximity:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; Enter radius to search. It allows users to perform up to 3 proximity searches at a time.<\/p>\n<p>&#8211; Select distance unit KM \/ Miles from the dropdown option.<\/p>\n<p>&#8211; Click on the Search button to perform a Proximity search (radius search).<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Time-based_Proximity\"><\/span>Time-based Proximity:<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>&#8211; In case of proximity search using time, enter travel time (* in\u00a0 Minutes ) in the textbox.<\/p>\n<p>&#8211; By selecting the Time option, it will calculate data based on driving time from the current location.<\/p>\n<p>&#8211; You can check the distance from current location by hovering over any pushpin. You can insert a maximum 85 mins distance from the current location.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2880\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1-1022x555.png\" alt=\"perform proximity search\" width=\"660\" height=\"358\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1-1022x555.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1-768x417.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1-300x163.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1-1024x556.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-5-1.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2881\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6-1022x563.png\" alt=\"perform proximity search\" width=\"660\" height=\"364\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6-1022x563.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6-768x423.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6-300x165.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6-1024x564.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-6.png 1438w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Create_AppointmentTask_or_add_records_to_route\"><\/span><b>Step 4: Create Appointment\/Task or add records to route<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; After searching the data near the current location, data of the selected entity will be plotted.<\/p>\n<p>&#8211; Now, to create an appointment and a task for any data, click on the pushpin of that data and the tooltip with many options will open.<\/p>\n<p>&#8211; From the tooltip, you will get the options to create an appointment\/task and add data to the route but only for the selected pushpin data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2882\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7-1022x561.png\" alt=\"add records to route\" width=\"660\" height=\"362\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7-1022x561.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7-768x421.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7-300x165.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7-1024x562.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-7.png 1440w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>&#8211; You can also perform these actions from the data grid by clicking on \u2018Show Data\u2019 at the bottom. In the data grid, you can see the icons of Routes, Task and Appointment&gt;.<\/p>\n<p>&#8211; In the Data Grid, you can set the Routes, add Tasks and Appointments for more than one data point by multiple selections.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2883 aligncenter\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-8.png\" alt=\"add appointment\" width=\"586\" height=\"617\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-8.png 586w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-8-285x300.png 285w\" sizes=\"auto, (max-width: 586px) 100vw, 586px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2884\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-9.png\" alt=\"add task\" width=\"538\" height=\"520\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-9.png 538w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-9-300x290.png 300w\" sizes=\"auto, (max-width: 538px) 100vw, 538px\" \/><\/p>\n<p>&#8211; Now, you can add the data to Route from the Tooltip by clicking on Direction -&gt; Add to Origin <i>or <\/i>Add to Destination as per your schedule and from the data grid by clicking on \u2018Route\u2019 icon.<\/p>\n<p>&#8211; The Direction option will open with added Route.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-2885\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10-1022x558.png\" alt=\"the direction option will open\" width=\"660\" height=\"360\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10-1022x558.png 1022w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10-768x419.png 768w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10-300x164.png 300w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10-1024x559.png 1024w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/02\/image-10.png 1439w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/p>\n<p>In this way, you can search nearby data for selected entities based on the current location using Proximity Search in Mappyfield. You can perform certain actions like Creating Appointment \/ Task for the data and add to Route in your schedule. Proximity Search enables you to carry out result-oriented work in a particular area 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>You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a Dynamics 365 map integration is the way to go about this. The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option.&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/stay-top-of-your-clients-with-nearby-data-search\/\">Continue reading <span class=\"screen-reader-text\">How to Stay on Top of Your Clients with Nearby Data Search<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2893,"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-2875","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 Stay on Top of Your Clients with Nearby Data Search - AppJetty<\/title>\n<meta name=\"description\" content=\"You can use your CRM to the most when it comes to on field activities. 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