{"id":4418,"date":"2021-08-19T12:06:02","date_gmt":"2021-08-19T06:36:02","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=4418"},"modified":"2025-11-30T16:50:39","modified_gmt":"2025-11-30T11:20:39","slug":"plot-categorized-data-on-map-for-analyzing-entity-records","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/plot-categorized-data-on-map-for-analyzing-entity-records\/","title":{"rendered":"How to plot the categorized data on the map for analyzing the entity 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\/plot-categorized-data-on-map-for-analyzing-entity-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\/plot-categorized-data-on-map-for-analyzing-entity-records\/#Step_2_Plot_the_records_on_the_map\" >Step 2: Plot the records 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\/plot-categorized-data-on-map-for-analyzing-entity-records\/#Step_3_Click_on_the_Category_option\" >Step 3: Click on the Category option<\/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\/plot-categorized-data-on-map-for-analyzing-entity-records\/#Step_4_Entity_and_labels_from_Layer_Card\" >Step 4: Entity and labels from Layer Card<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Being a Sales Manager \/ Head of the team, you need to understand and survey the current sales activities, planning for upcoming leads\/opportunities, and any pending inquiries. So you will require specific records for the sales to boost the sales activities and keep all the work in line.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics 365 map integration<\/a> provides to search the category wise records for the selected entities from the map. From an individual \u2018Category\u2019 option, you can easily choose the category to the entity records.<\/p>\n<p>Follow the below steps to search the category wise entity records:<\/p>\n<ul class=\"bullet\">\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the Entity and plot the records<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select the category for the entity (Records will plot as per the Category selection)<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Navigate to the selected entities from the right-side panel (Category Slider)<\/span><\/li>\n<\/ul>\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>Select \u201cMappyField 365\u201d from the Dynamics 365 dashboard or app list from the header.<\/p>\n<p><img decoding=\"async\" title=\"dashboard-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/dashboard-1.png\" alt=\"dashboard-1\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_the_records_on_the_map\"><\/span>Step 2: Plot the records on the map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Plot the records on the map by selecting the \u2018Entity\u2019 and its \u2018View.\u2019 Here, three entities are selected: Accounts, Contacts, and Leads to plot the records.<\/p>\n<p><img decoding=\"async\" title=\"Map-1-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-1-1.png\" alt=\"Map-1-1\" \/><\/p>\n<p>The records are plotted on the map. The advance options are provided from the left to perform the actions and manage the planned records.<\/p>\n<p><img decoding=\"async\" title=\"Map-2-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-2-1.png\" alt=\"Map-2-1\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Click_on_the_Category_option\"><\/span>Step 3: Click on the Category option<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The records of three different entities are plotted on the map.<br \/>\nBy clicking on the \u2018Category\u2019 option, you can select the field for the entity for which you want to categorize the data on the map.<\/p>\n<p><img decoding=\"async\" title=\"Map-3-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-3-1.png\" alt=\"Map-3-1\" \/><\/p>\n<p><strong>For Account:<\/strong><\/p>\n<p>The sales manager wants to know the annual revenue of the Accounts. He can select Annual Revenue in the category search to plot data according to the annual revenue and check the revenue achieved yet.<\/p>\n<p>You can also set the Range of the annual revenue and search the records as per the inserted numeric values. Click on the \u201cDefine Range\u201d checkbox, you will get the \u201cFrom\u201d and \u201cTo\u201d option where you can insert the Range.<\/p>\n<p><img decoding=\"async\" title=\"Account-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Account-1.png\" alt=\"Account-1\" \/><\/p>\n<p><strong>For Contact:<\/strong><br \/>\nThe sales manager can search the client&#8217;s location based on the field selection of the specific address or the city.<br \/>\nThe City is selected as a field to see the location of the customers.<\/p>\n<p><strong>For Lead:<\/strong><br \/>\nBased on the Leads&#8217; type or ratings, the sales manager can plan the sales activities and fix the appointment or demo if required.<\/p>\n<p><img decoding=\"async\" title=\"Lead-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Lead-1.png\" alt=\"Lead-1\" \/><\/p>\n<p>Click on the Search button; the categorized records are plotted on the map. On the right side, the \u201cCategory Card\u201d slider will appear to see the results as per the entities and the categories selected.<\/p>\n<p>For Accounts, the records will plot as per the selection of the Category &#8220;Annual Revenue.\u201d<\/p>\n<p><img decoding=\"async\" title=\"Map-4-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-4-1.png\" alt=\"Map-4-1\" \/><\/p>\n<p>If you have added the \u201cRange\u201d for the Accounts to search the records between the added amount in the range, the records will plot as per the range.<\/p>\n<p><img decoding=\"async\" title=\"Map-5-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-5-1.png\" alt=\"Map-5-1\" \/><\/p>\n<p>From the \u201cCategory Slider,\u201d by scrolling down, you can see the record details for the \u201cContact\u201d &amp; \u201cLead\u201d as well.<\/p>\n<p>For Contact, it will plot the records as per the selection of the category: &#8220;Address 1: City&#8221;.<\/p>\n<p><img decoding=\"async\" title=\"Map-6-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-6-1.png\" alt=\"Map-6-1\" \/><\/p>\n<p>For Lead, it will plot the records as per the selection of the Category: &#8220;Ratings.\u201d<\/p>\n<p><img decoding=\"async\" title=\"Map-7-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-7-1.png\" alt=\"Map-7-1\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Entity_and_labels_from_Layer_Card\"><\/span>Step 4: Entity and labels from Layer Card<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Once the categorized records are plotted, you can enable\/disable the entities and show\/hide the entity records labels on the map from the \u201cLayer Card.\u201d<\/p>\n<p>By disabling any entity (left-button), the entity will not appear on the map until you enable it. By clicking on the show\/hide icon (eye icon), the labels of the entity records will show.<\/p>\n<p><img decoding=\"async\" title=\"Map-8-1\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/11\/Map-8-1.png\" alt=\"Map-8-1\" \/><\/p>\n<p>So from the \u201cLayer Card,\u201d you can disable other entities that are not needed right now for a while, and you can show the labels of the entity records to search for a specific record.<\/p>\n<p>In this way, you can plot the multiple records of the different entities by selecting relevant categories and analyze the records from the Category Card slider.<\/p>\n<p>If you are facing any issues with any feature, feel free to reach out to us at <a href=\"mailto:sales@appjetty.com\">sales@appjetty.com<\/a>, or you can also tweet at us at <a href=\"https:\/\/twitter.com\/appjetty\" target=\"blank\" rel=\"noopener noreferrer\">@appjetty<\/a>.<\/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>Being a Sales Manager \/ Head of the team, you need to understand and survey the current sales activities, planning for upcoming leads\/opportunities, and any pending inquiries. So you will require specific records for the sales to boost the sales activities and keep all the work in line. Dynamics 365 map integration provides to search&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/plot-categorized-data-on-map-for-analyzing-entity-records\/\">Continue reading <span class=\"screen-reader-text\">How to plot the categorized data on the map for analyzing the entity records?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":4420,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Plot categorized CRM entity data on maps for better 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