{"id":4774,"date":"2021-07-23T12:09:38","date_gmt":"2021-07-23T06:39:38","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=4774"},"modified":"2025-11-29T22:24:05","modified_gmt":"2025-11-29T16:54:05","slug":"how-to-customize-the-push-pins-for-entity-records-to-visualize-on-the-map","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/","title":{"rendered":"How to Customize the Push Pins for Entity Records to Visualize on the Map"},"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-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/#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-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/#Step_2_Plot_records_on_MappyField_365_map\" >Step 2: Plot records on MappyField 365 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-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/#Step_3_Pin_selection_and_customization\" >Step 3: Pin selection and customization<\/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-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/#Step_3A_Change_the_pin_shape_and_color\" >Step 3A: Change the pin shape and color<\/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-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/#Step_3B_Add_customize_Pin_icon\" >Step 3B: Add customize Pin icon<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>AppJetty MappyField 365 provides a <a href=\"https:\/\/www.appjetty.com\/blog\/how-to-visualize-region-wise-crm-data-in-dynamics-crm-map-integration\/\">map visualization of the Dynamics CRM records<\/a>. You can manage the sales activities, define the routes, and perform different actions for the team.<\/p>\n<p>You can plot the records on the map by selecting the required entities. When you plot the records on the map, the records will be plotted using the different pins for different entity records.<\/p>\n<p>You can change the push pin appearance for the specific records to recognize it on the map easily. You can also add a custom icon to personalize the entity records on the map.<\/p>\n<p>Let\u2019s see how you can plot records using a customized pin of your choice.<\/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 MappyField 365 from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/Navigate-to-MappyField-365-1.png\" alt=\"Navigate to MappyField 365\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_records_on_MappyField_365_map\"><\/span>Step 2: Plot records on MappyField 365 map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view.<\/p>\n<p>When you click on the \u2018Plot\u2019, you will see the pin by default. By clicking on the +Add Legend, you can add more entities and the pins will be selected automatically for the new entity. The pins that are selected here will be plotted on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/Plot-records-on-MappyField-365-map.png\" alt=\"Plot records on MappyField 365 map\" \/><\/center>Here, the \u2018Accounts\u2019 &amp; \u2018Contacts\u2019 entities are selected. Now clicking on the Search button, the entity records will be plotted on the map where the pins will differentiate the entity records.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/Accounts-Contacts-entities-are-selected.png\" alt=\"Accounts &amp; Contacts entities are selected\" \/><\/center>So from the pin color, you can visualize the entity records and perform the actions accordingly on the map.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Pin_selection_and_customization\"><\/span>Step 3: Pin selection and customization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Step_3A_Change_the_pin_shape_and_color\"><\/span>Step 3A: Change the pin shape and color<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Now, if you want to change the pin for the specific entity, <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">MappyField 365<\/a> enables you to change, not just a pin color but you can select the pin\u2019s shape as well to differentiate the plotted entity records.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/Change-the-pin-shape-and-color.png\" alt=\"Change the pin shape and color\" \/><\/center>Under the \u2018Plot\u2019 tab, by clicking on the pin icon of the \u2018Contacts\u2019 entity, the pin selection tool will open. You can select the options of shape and color as per given combinations.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/PinSelection.png\" alt=\"PinSelection\" \/><\/center>By selecting any of them (pin shape &amp; color), the pin of the entity records will be changed and it will be replaced on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/PinRelplaced.png\" alt=\"PinRelplaced\" \/><\/center><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3B_Add_customize_Pin_icon\"><\/span>Step 3B: Add customize Pin icon<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>You can also add your push pin icon by browsing the image icon from your local drive to define and visualize the pins of the specific entity record on the map.<\/p>\n<p>You can add the icon for the specific pin by clicking on the add + icon.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/AddPin.png\" alt=\"AddPin\" \/><\/center>By clicking on the add + icon, select Custom Pin popup will appear from where you can add an icon to define the pin for the specific entity records.<\/p>\n<p>Here you must insert the SVG file with a height of 30px and a width of 20px. You can download an SVG file for a sample or you can add a new SVG file.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/upload_download.png\" alt=\"upload_download\" \/><\/center>Once you have uploaded the SVG file, click on the Save Icon button that will add the selected icon to the pin selection.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/addedCustomizepin.png\" alt=\"addedCustomizepin\" \/><\/center>Now, by clicking on the newly added customize pin, the pins will be replaced with the new icon on the map.<\/p>\n<p>You can see the new customized pin for the Contact records on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/01\/plotted-records-customize.png\" alt=\"plotted records customize\" \/><\/center>In this way, the users of MappyFIeld 365 can customize and change the pin icon to differentiate the plotted records on the map. It can help you get a visual overview of different records.<\/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>AppJetty MappyField 365 provides a map visualization of the Dynamics CRM records. You can manage the sales activities, define the routes, and perform different actions for the team. You can plot the records on the map by selecting the required entities. When you plot the records on the map, the records will be plotted using&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-customize-the-push-pins-for-entity-records-to-visualize-on-the-map\/\">Continue reading <span class=\"screen-reader-text\">How to Customize the Push Pins for Entity Records to Visualize on the Map<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":4775,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Customize map push pins to enhance visibility of CRM entity records","_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-4774","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>Customize map push pins to enhance visibility of CRM entity records<\/title>\n<meta name=\"description\" content=\"AppJetty MappyField 365 provides a map visualization of the Dynamics CRM records. 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