{"id":5754,"date":"2021-07-22T17:07:04","date_gmt":"2021-07-22T11:37:04","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5754"},"modified":"2024-12-13T14:28:27","modified_gmt":"2024-12-13T08:58:27","slug":"track-field-reps-dynamics-crm-activities-and-live-location","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/track-field-reps-dynamics-crm-activities-and-live-location\/","title":{"rendered":"Track Field Reps\u2019 Dynamics CRM Activities and Live Location"},"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\/track-field-reps-dynamics-crm-activities-and-live-location\/#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\/track-field-reps-dynamics-crm-activities-and-live-location\/#Step_2_Enable_User_Tracking_option\" >Step 2: Enable User Tracking option<\/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\/track-field-reps-dynamics-crm-activities-and-live-location\/#Step_3_Open_Live_User_Tracking\" >Step 3: Open Live User Tracking<\/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\/track-field-reps-dynamics-crm-activities-and-live-location\/#Step_3A_Activity_Tracking\" >Step 3[A]: Activity Tracking<\/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\/track-field-reps-dynamics-crm-activities-and-live-location\/#Step_3B_Resource_Tracking\" >Step 3[B]: Resource Tracking<\/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\/track-field-reps-dynamics-crm-activities-and-live-location\/#Step_3C_Location_History\" >Step 3[C]: Location History<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Handling multiple teams and tracking their activities can be challenging. They need to cross-check CRM records every time and check the details in multiple modules. <\/p>\n<p>Using default <a href=\"https:\/\/www.appjetty.com\/blog\/connect-better-with-customers-using-dynamics-crm-map-integration\/\">Microsoft Dynamics CRM map<\/a> you have to check activities individually but using the DynamicsCRM map integration app- AppJetty MappyField 365 you can check the live location of your team(users). You can also track all logged in CRM users.<\/p>\n<p><i>Suppose, you are the area manager of any automobile spare parts company. You have the responsibility to manage all the sales activities and need to stay in touch with all your Field reps &#038; Service. So, you need to track their sales visits, appointments, and services in real-time to verify the visits and track the history of your team members.<\/i><\/p>\n<p>AppJetty MappyField 365 provides total control to the Manager (users) with administrator rights to track current ongoing activities. For example, check-ins &#038; checkouts activities on the Map and Timeline view of your team members. If any query occurs, the manager can check the location history of their team members.<\/p>\n<p>MappyField 365 provides possible 3 ways to track &#038; check the users\/resources activities:<\/p>\n<ul class=\"bullet\">\n<li>Activity Tracking<\/li>\n<li>Resource Tracking<\/li>\n<li>Location History<\/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.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/MappyField-365-Dashbord.png\" alt=\"MappyField 365 Dashbord\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Enable_User_Tracking_option\"><\/span>Step 2: Enable User Tracking option<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>To access Live User Tracking on the go, you need to enable the User Tracking option from MappyField 365 configuration (Settings \u2192 Solutions) and configure the Firebase account details.<\/p>\n<p><b>Note<\/b>: Firebase configuration is required to enable user tracking in MappyField 365. You need to register the project with the Firebase.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Enable-User-Tracking-option.png\" alt=\"Enable User Tracking option\"><\/p>\n<p>You need to configure Firebase details for User\u2019s Live Tracking in MappyField 365:<\/p>\n<ul class=\"bullet\">\n<li>API Key<\/li>\n<li>Database URL<\/li>\n<li>Storage Bucket<\/li>\n<li>APP ID<\/li>\n<li>Authentication Domain<\/li>\n<li>Project ID<\/li>\n<li>Messaging Sender ID<\/li>\n<li>Location History<\/li>\n<\/ul>\n<p>Enter days: Enter days for which you want to get the history of the selected user\u2019s activity.<\/p>\n<p>After inserting the \u2018Firebase\u2019 configuration details for Live Tracking, click on the Save button.<\/p>\n<p>Once you enable the User Tracking by inserting Firebase account details, you can access Activity Tracking, Resource Tracking, and Location History in MappyField 365.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Open_Live_User_Tracking\"><\/span>Step 3: Open Live User Tracking<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After the User\u2019s Live Tracking configuration, navigate to the MappyFIeld 365 app. From the left-side navigation pane, you will find the menu option as \u2018Change Area\u2019, here you will get the Live User Tracking option.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Open-Live-User-Tracking.png\" alt=\"Open Live User Tracking\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3A_Activity_Tracking\"><\/span>Step 3[A]: Activity Tracking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Select the user(s) from the User list and select the date on which you want to check the visited location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Activity-Tracking-04.png\" alt=\"Activity Tracking-04\"><\/p>\n<p>Here, You will get the Map &#038; Timeline View to check the tracking on the map and the selected user(s) timeline.<\/p>\n<ul class=\"bullet\">\n<li>Start Tracking: It will start to track the currently logged-in user from that time.<\/li>\n<li>Stop Tracking: It will stop tracking the currently logged-in users.<\/li>\n<li>User(s): Select USer\u2019s whose Check-in\/Check out\/Pending Check in you want to see.<\/li>\n<li>Select Date: Select the date for which you want to see all Check-in\/Check out\/Pending Check-Ins for that day.<\/li>\n<\/ul>\n<p><i>So, the area manager of the automobile spare parts company will select Field reps in the User(s) &#038; select the Date to track the activities. The manager can track the users from the Map and also check the timeline of the users where they visit and whole day activities.<\/i><\/p>\n<p>Map: On click of Map button it will ploy all Check-in green pin, Check out in red pin and Pending checking in blue pin on the map.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/blue-pin-on-the-map.png\" alt=\"blue pin on the map\"><\/p>\n<p>By clicking on the pin of the specific record, you will get the details of their activity with durations.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/activity-with-durations.png\" alt=\"activity with durations\"><\/p>\n<p>Timeline View:  It will show activities in the timeline view.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Timeline-View.png\" alt=\"Timeline View\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3B_Resource_Tracking\"><\/span>Step 3[B]: Resource Tracking<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Under the Resource Tracking, you can see the selected user\u2019s real-time Live location.<\/p>\n<p>Select the users to track them. By selecting the Users and clicking on the Search button, User tracking details can be seen on the map.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Resource-Tracking.png\" alt=\"Resource Tracking\"><\/p>\n<p><i>Here, the area manager will easily track the Field reps\u2019 live location in real-time. Based on their location, the manager can share the instruction or make an inquiry regarding the Field reps\u2019 current location if they are stuck or any query.<\/i><\/p>\n<p>By clicking on the pushpin of a specific record, you will get the last updated details like location &#038; time.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/updated-details-location-and-time.png\" alt=\"updated details location and time\"><\/p>\n<p><b>Note<\/b>: In Every 5 Mins, users\u2019 live location will be updated.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_3C_Location_History\"><\/span>Step 3[C]: Location History<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Under the Location History, you can get the history of the user\u2019s activity for the past days as inserted in the User\u2019s Tracking configuration.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/05\/Location-History.png\" alt=\"Location History\"><\/p>\n<p>It will show the selected user\u2019s activity history with distance &#038; duration covered in each day.<\/p>\n<p><b>Note<\/b>: The users must have MappyField 365 roles or be able to access MappyField 365 and must be logged in to MappyField 365.<\/p>\n<p>So, the users with Dynamics CRM administrator rights get the live location of the team members (CRM users) using <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">AppJetty MappyField 365<\/a> that will provide you the functionality to track your team\u2019s live tracking from the Map and check the history with specific details.<\/p>\n<p>If you want to know about any feature regarding the Dynamics CRM Map integration app AppJetty MappyField 365, feel free to reach out to us at sales@appjetty.com or you can also tweet at us at <a href=\"https:\/\/twitter.com\/appjetty\">@appjetty<\/a>.<\/p>\n<p><\/p>\n<div class=\"read-case button-cta\">\n<p><a class=\"outer-btn contact-form-popup\" href=\"#contact_form_pop\">Request Demo<\/a><\/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>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Handling multiple teams and tracking their activities can be challenging. They need to cross-check CRM records every time and check the details in multiple modules. Using default Microsoft Dynamics CRM map you have to check activities individually but using the DynamicsCRM map integration app- AppJetty MappyField 365 you can check the live location of your&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/track-field-reps-dynamics-crm-activities-and-live-location\/\">Continue reading <span class=\"screen-reader-text\">Track Field Reps\u2019 Dynamics CRM Activities and Live Location<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5755,"comment_status":"closed","ping_status":"open","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-5754","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 Reps\u2019 Dynamics CRM Activities and Live Location - AppJetty<\/title>\n<meta name=\"description\" content=\"Handling multiple teams and tracking their activities can be challenging. 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