{"id":3759,"date":"2021-09-01T16:12:02","date_gmt":"2021-09-01T10:42:02","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3759"},"modified":"2024-12-13T14:27:47","modified_gmt":"2024-12-13T08:57:47","slug":"how-to-create-data-views-plotted-dynamics-365-records","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-create-data-views-plotted-dynamics-365-records\/","title":{"rendered":"How to check record details of the Plotted Dynamics 365 Records?"},"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\/how-to-create-data-views-plotted-dynamics-365-records\/#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-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_2_Plotting_entity_data_on_the_map\" >Step 2: Plotting entity data on the 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\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_3_Check_plotted_record_title_details\" >Step 3: Check plotted record title &#038; details<\/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\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_3A_Quick_Details_on_Hover\" >Step 3(A): Quick Details on Hover:<\/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\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_3B_EnableDisable_Entity\" >Step 3(B): Enable\/Disable Entity:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_3C_ShowHide_labels_title\" >Step 3(C): Show\/Hide labels (title):<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-data-views-plotted-dynamics-365-records\/#Step_4_Plot_entity_using_%E2%80%98territory_search_option\" >Step 4: Plot entity using \u2018territory\u2019 search option<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>Plotting your Dynamics CRM data to derive data-driven results is easy these days with <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\" target=\"blank\" rel=\"dofollow noopener\">Dynamics 365 map integration<\/a>. But sometimes it can be too much to understand or take into account. This can easily mean inaccuracies in your conclusive results or the action-plans. So, in this blog, we\u2019ll demonstrate how to create data views of the plotted records.<\/p>\n<p>For demonstration purposes, we\u2019ve taken MappyField 365, a Dynamics CRM map integration, in this blog. You can search for such a tool on MS AppSource.<\/p>\n<p>If you have plotted multiple entities on the map, it\u2019s not easy to recognize which record belongs to which entity. Sometimes you want all the records for a particular analysis but what if you want to check only some records of one specific entity?<\/p>\n<p>In MappyField 365, there are some facilities provided using which you can enable\/disable plotted records of the entities and show\/hide the labels of any records of the entity on the map.<\/p>\n<p>Let\u2019s see how you can do so.<\/p>\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\/OpenMap-1.png\" alt=\"OpenMap\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plotting_entity_data_on_the_map\"><\/span>Step 2: Plotting entity data on the map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Select the Entity and its view for which you want to plot the data on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/SelectEntity.png\" alt=\"SelectEntity\"><\/center><\/p>\n<p>Here the records of three entities: Account, Cases, Appointment are plotted on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/PlotRecords.png\" alt=\"PlotRecords\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Check_plotted_record_title_details\"><\/span>Step 3: Check plotted record title &#038; details<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_3A_Quick_Details_on_Hover\"><\/span><b>Step 3(A): Quick Details on Hover:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>If you want to see the details of any plotted records, move the mouse cursor over the pushpins of that particular record and then you will get the label with basic details of that pushpin.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/HoverEffect.png\" alt=\"HoverEffect\"><\/center><\/p>\n<p><b>Note:<\/b> The details you see as you hover over the pushpin can be configured from the Entity Mappings under the Entity to Map. You can set the configurations entity wise as well.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3B_EnableDisable_Entity\"><\/span><b>Step 3(B): Enable\/Disable Entity:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can enable\/disable any plotted entity on the map and you can also show\/hide the label (title) of the records of a specific entity from the \u201cLayer Card\u201d option.<\/p>\n<p>Here the records of three entities: Accounts, Cases, Appointment are plotted on the map but if you want to disable the records of the \u2018Appointment\u2019 entity, by clicking on the switch (toggle) button, the records of the appointment entity will be off and you can see the records of the Accounts &#038; Cases entities only.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Accounts-Cases-Appointment.png\" alt=\"Accounts, Cases, Appointment\"><\/center><\/p>\n<p>So, using this feature, you do not need to remove the entity every time and select the entity again. You can just disable the entity from the \u2018Layer Card\u2019 option and enable it again as per your need.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3C_ShowHide_labels_title\"><\/span><b>Step 3(C): Show\/Hide labels (title):<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Now, if you want to see a label (title) for plotted data, you can click on the eye icon beside a particular entity to see the label of that particular data.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Labels.png\" alt=\"Labels\"><\/center><\/p>\n<p>So, using this feature, you can check the title and search the specific entity records.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Plot_entity_using_%E2%80%98territory_search_option\"><\/span>Step 4: Plot entity using \u2018territory\u2019 search option<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can also view records on maps based on Territory. By selecting the \u2018Territory\u2019 in the search option, you will get the list of Territories in the dropdown menu.<\/p>\n<p>After selecting the Territories which you want to plot, click on the Search button to view records of the selected territories.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Territory.png\" alt=\"Territory\"><\/center><\/p>\n<p>Similarly, if you want to show\/hide territories, click on the switch(toggle) button of the Territory layer. And to hide\/show the labels of the entities on the territory, click on the eye icon of any entity.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/labels-of-the-entities-territory.png\" alt=\"labels of the entities territory\"><\/center><\/p>\n<p>This way you can take the advantage of your CRM data by visually representing it on a map which can speed up your analysis and help you deliver more in less time.<\/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>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Plotting your Dynamics CRM data to derive data-driven results is easy these days with Dynamics 365 map integration. But sometimes it can be too much to understand or take into account. This can easily mean inaccuracies in your conclusive results or the action-plans. So, in this blog, we\u2019ll demonstrate how to create data views of&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-create-data-views-plotted-dynamics-365-records\/\">Continue reading <span class=\"screen-reader-text\">How to check record details of the Plotted Dynamics 365 Records?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3774,"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-3759","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 check record details of the Plotted Dynamics 365 Records? - AppJetty<\/title>\n<meta name=\"description\" content=\"Plotting your Dynamics CRM data to derive data-driven results is easy these days with Dynamics 365 map integration. But sometimes it can be too much to\" \/>\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-create-data-views-plotted-dynamics-365-records\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to check record details of the Plotted Dynamics 365 Records? - AppJetty\" \/>\n<meta property=\"og:description\" content=\"Plotting your Dynamics CRM data to derive data-driven results is easy these days with Dynamics 365 map integration. 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