{"id":3668,"date":"2021-09-02T14:44:25","date_gmt":"2021-09-02T09:14:25","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3668"},"modified":"2025-11-29T22:31:03","modified_gmt":"2025-11-29T17:01:03","slug":"how-to-manage-track-activities-dynamics-365-mapping-tool","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-manage-track-activities-dynamics-365-mapping-tool\/","title":{"rendered":"How to Manage and Track Activities from Dynamics 365 Mapping Tool"},"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 ' ><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#For_Sales_Reps\" >For Sales Reps:<\/a><\/li><\/ul><\/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\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/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\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#Step_2_Check-In_configurations_Enable_check-in_for_the_entity_activity_configure_other_details\" >Step 2: Check-In configurations: Enable check-in for the entity (activity) &amp; configure other details<\/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\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#Step_3_Navigate_to_MappyField_365_map_and_plot_the_entity_records\" >Step 3: Navigate to MappyField 365 map and plot the entity records<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#For_Sales_Managers\" >For Sales Managers:<\/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\/how-to-manage-track-activities-dynamics-365-mapping-tool\/#Step_1_View_Check_in_check_out_details_to_analyze_the_meeting_data\" >Step 1: View Check in check out details to analyze the meeting data.<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Managing the appointments and the task for the Sales Reps &amp; Service Executives is always challenging. Being a Field Sales Manager knowing when and where your team members are going to meet the customers is crucial to achieving your sales targets.<\/p>\n<p>So, in this blog, we are going to demonstrate how your sales reps and executives can manage their meetings and how you as a manager can keep track of all their activities from Dynamics CRM.<\/p>\n<p>For this, you will need to integrate a Dynamics 365 mapping tool with features like check-in, check-out, heat map visualization, territory management, etc. You can browse around MS AppSource to find the right tool that suits your needs but for demonstration purposes, we\u2019ve taken MappyField 365 in this article.<\/p>\n<p>So, let\u2019s see how your sales reps can Check-in &amp; Check-out of all activities like Appointment, Task, Campaigns, Services, etc.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"For_Sales_Reps\"><\/span><b>For Sales Reps:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Navigate-to-MappyField-365.png\" alt=\"Navigate to MappyField 365\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Check-In_configurations_Enable_check-in_for_the_entity_activity_configure_other_details\"><\/span>Step 2: Check-In configurations: Enable check-in for the entity (activity) &amp; configure other details<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>2(A): Navigate to \u201cEntity Mappings\u201d to enable the Check-in for the activities (i.e. Appointment, Task, Campaign, etc.)<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Check-In-configurations.png\" alt=\"Check-In configurations\" \/><\/center>&#8211; Click on the activity and edit it to enable the \u201cCheck-in\u201d option.<\/p>\n<p>&#8211; By clicking on edit, the \u201cEntity to Map\u201d configuration page will open. Check the checkbox of the \u201cEnable Check-In\u201d option for that activity.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/EnableCheck-in.png\" alt=\"EnableCheck-in\" \/><\/center>&#8211; After checking the checkbox, click on the Update button by scrolling down.<\/p>\n<p>2(B): Navigate to \u201cMap Configuration Details\u201d<\/p>\n<p>Set the default user-based configurations from the Map Configuration Details.<\/p>\n<p>&#8211; Click on the map configuration record and enable the \u201cCheck-In\u201d option.<\/p>\n<p>&#8211; Once the Check-In option is enabled, the \u201cCheck-In Radius (KM)\u201d option will enable. This Geo Radius will allow the user to check-in within the inserted radius.<\/p>\n<p>Ex. If the check-in radius is set to 25 KM, the Sales Executive can only check-in to the activity when the executive is in the radius of 25 KMs of the record.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/MapConfigurationDetail.png\" alt=\"MapConfigurationDetail\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Navigate_to_MappyField_365_map_and_plot_the_entity_records\"><\/span>Step 3: Navigate to MappyField 365 map and plot the entity records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Once you enable &amp; configure the Check-in option, navigate to \u201cMap\u201d to plot the records of the entity (activity) for which you have enabled the \u2018Check-in\u2019 Feature.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/PlotAppointment.png\" alt=\"PlotAppointment\" \/><\/center>Once records are plotted on the map, click on the pushpin to view the details of that record. By clicking on it, the detailed slider will appear on the side. Here, the user will get the \u2018Check-in\u2019 button.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/CheckInMap.png\" alt=\"CheckInMap\" \/><\/center>&#8211; Once the Sales Executive completes the appointment meeting with the customer, that executive can again click on that record to check out.<\/p>\n<p>&#8211; The Sales executive will get the Check Out button only if they have checked-in.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/05.CheckInMap.png\" alt=\"05.CheckInMap\" \/><\/center>&#8211; By clicking on the Check-Out option, the checkout details will appear to add the title and any notes on discussion and attachments if there are any, related to the meeting.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Check-Out-option.png\" alt=\"Check-Out option\" \/><\/center>&#8211; By clicking on the Checkout button, the details of the check-in &amp; check-out will be saved.<\/p>\n<p>&#8211; You can check the details from the Check-In menu of MappyField365.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"For_Sales_Managers\"><\/span><b>For Sales Managers:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_View_Check_in_check_out_details_to_analyze_the_meeting_data\"><\/span>Step 1: View Check in check out details to analyze the meeting data.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Navigate to the Check-in menu available in <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField365<\/a> and click on check-in record to view the details.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/menu-available-in-MappyField365.png\" alt=\"menu available in MappyField365\" \/><\/center>&#8211; By clicking on any check-in record, you will get the Check-in &amp; Check-out details with the time spent for the meeting.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Check-in-Check-out.png\" alt=\"Check-in &amp; Check-out\" \/><\/center>&#8211; You can view all the details regarding that Check-in &amp; Check-out with inserted notes or attachments if any. You can take action accordingly. These notes will also be added in related activity detail.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/notes-or-attachments.png\" alt=\"notes or attachments\" \/><\/center>In this way, your Sales Reps can easily manage their activities and you can easily track the amount of time spent by Sales Reps on a particular activity to streamline your operation and eliminate unnecessary elements.<\/p>\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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Managing the appointments and the task for the Sales Reps &amp; Service Executives is always challenging. Being a Field Sales Manager knowing when and where your team members are going to meet the customers is crucial to achieving your sales targets. So, in this blog, we are going to demonstrate how your sales reps and&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-track-activities-dynamics-365-mapping-tool\/\">Continue reading <span class=\"screen-reader-text\">How to Manage and Track Activities from Dynamics 365 Mapping Tool<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3686,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Track field activities efficiently with Dynamics 365 mapping tools","_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-3668","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>Track field activities efficiently with Dynamics 365 mapping tools<\/title>\n<meta name=\"description\" content=\"Managing the appointments and the task for the Sales Reps &amp; Service Executives is always challenging. Being a Field Sales Manager knowing when and\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-manage-track-activities-dynamics-365-mapping-tool\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Track field activities efficiently with Dynamics 365 mapping tools\" \/>\n<meta property=\"og:description\" content=\"Managing the appointments and the task for the Sales Reps &amp; Service Executives is always challenging. 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