{"id":5950,"date":"2021-07-21T16:54:06","date_gmt":"2021-07-21T11:24:06","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=5950"},"modified":"2024-12-13T14:28:27","modified_gmt":"2024-12-13T08:58:27","slug":"how-to-find-nearby-suppliers-with-dynamics-365-map-integration","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-find-nearby-suppliers-with-dynamics-365-map-integration\/","title":{"rendered":"How to Find Nearby Suppliers with Dynamics 365 Map Integration"},"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-find-nearby-suppliers-with-dynamics-365-map-integration\/#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-find-nearby-suppliers-with-dynamics-365-map-integration\/#Step_2_Plot_the_required_entity_records\" >Step 2: Plot the required entity records<\/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-find-nearby-suppliers-with-dynamics-365-map-integration\/#Step_3_Set_%E2%80%98Current_Location_or_%E2%80%98Default_Location\" >Step 3: Set \u2018Current Location\u2019 or \u2018Default Location\u2019<\/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-find-nearby-suppliers-with-dynamics-365-map-integration\/#Step_4_Plot_the_required_entity_records\" >Step 4: Plot the required 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-find-nearby-suppliers-with-dynamics-365-map-integration\/#Step_41_Search_nearby_records_based_on_the_Distance\" >Step 4.1: Search nearby records based on the Distance<\/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-find-nearby-suppliers-with-dynamics-365-map-integration\/#Step_42_Search_nearby_records_based_on_the_Time\" >Step 4.2: Search nearby records based on the Time<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>When the sales reps are on the field, they also need to search nearby locations to schedule another meeting or to meet business aspects. Visualizing the Dynamics CRM records or any organizational data on the map will help them perform some actions on the map itself.<\/p>\n<p>AppJetty MappyField 365 is a DynamicsCRM Mapping plugin that will help the CRM users to plot and analyze CRM records on the map. MappyField 365 map is integrated with the Bing maps so it will be easy to track and analyze the CRM records and data on the map.<\/p>\n<p><i>For example, Kevin who is a sales area manager has a meeting with the client who is the production manager. Kevin reaches out to the client\u2019s location for the meeting and provides the demo regarding the products. After a discussion with the production manager, Kevin finds out that to fulfill the order, we need to contact our suppliers to provide the sample materials. So, Kevin needs to search for suppliers who are near his current location.<\/i><\/p>\n<p>MappyyField 365 provides the \u201cProximity Search\u201d functionality that helps users to find nearby Dynamics CRM records such as customers, leads, suppliers, etc. on the map and perform such action. Users can find CRM records in multiple proximity distances from their current location with concentric Proximity Search (Radius Search).<\/p>\n<p><i>So, Kevin can search the nearby suppliers to provide the sample materials to the production manager. He can easily search the nearby CRM records (suppliers) using \u201cProximity Search\u201d.<\/i><\/p>\n<p>In this blog, we will explain to you how to search nearby records\/locations using Proximity Search based on the current location.<\/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>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\/06\/Dynamics-365-dashboard-openmap.png\" alt=\"Dynamics 365 dashboard openmap\"><\/p>\n<p>By default, you will be navigated to the \u201cMap view\u201d of the MappyField 365 with all the default configurations. You will get the default location mark on the map and its address details in the MappyField 365 menu.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/MappyField-365-Map-view.png\" alt=\"MappyField 365 Map view\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_the_required_entity_records\"><\/span>Step 2: Plot the required entity records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Select the \u2018Entity\u2019 &#038; its \u2018View records\u2019 to plot the records on the map as per your requirement.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Plot-the-required-entity-records.png\" alt=\"Plot the required entity records\"><\/p>\n<p>The entity records are plotted on the map and you can perform such activities and actions from the map itself.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Perform-such-activities-and-actions.png\" alt=\"Perform such activities and actions\"><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Set_%E2%80%98Current_Location_or_%E2%80%98Default_Location\"><\/span>Step 3: Set \u2018Current Location\u2019 or \u2018Default Location\u2019 <span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can search the nearby suppliers based on your \u2018Current Location\u2019 or \u2018Default Location\u2019. The current location could be your client\u2019s location where you have the appointment\/meetings with the client.<\/p>\n<p><i>Kevin, who is a sales area manager can set a current location to search the nearby supplier\u2019s records on the map. So Kevin can contact the supplier or provide the supplier\u2019s contact details to the client for the sample material of the product.<\/i><\/p>\n<p>By right-clicking on the location, the context menu will open, from there you can set the location as Current or Default as per your requirement.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/location-as-Current-or-Default.png\" alt=\"location as Current or Default\"><\/p>\n<p>You can also set the \u2018Default Location\u2019 from the Context menu. By clicking on the \u2018Save Settings\u2019, you will find the Default Location that will be saved as a default location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Default-Location-from-Context-menu.png\" alt=\"Default Location from Context menu\"><\/p>\n<p><u>Note<\/u>: If you have set the current location, it will display temporarily until you load the map again or log in again. While the default location will be saved in the map configuration.<\/p>\n<p>Now, the location is set. You can see the address details of the current\/default location on the \u2018Location\u2019 details edit box.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Location-details-edit-box.png\" alt=\"Location details edit box\"><\/p>\n<p><i>Here Kevina has set the current location, so from there he can search for nearby suppliers who can provide the sample material of the product as soon as possible<\/i><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Plot_the_required_entity_records\"><\/span>Step 4: Plot the required entity records<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>By clicking on the \u2018Plot\u2019 menu, you will find the \u2018Search Options\u2019 to search the entity records.<\/p>\n<p>Select Proximity in search options to search nearby Dynamics CRM records. Proximity search helps  DynamicsCRM users to find the nearby entity records to perform such activities as scheduling the appointments, making a call, etc.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Search-the-entity-records.png\" alt=\"Search the entity records\"><\/p>\n<p>You can search the nearby entity records on the basis of \u2018Distance\u2019(Km\/Mile) or \u2018Time\u2019.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_41_Search_nearby_records_based_on_the_Distance\"><\/span>Step 4.1: Search nearby records based on the Distance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Select the \u201cDistance\u201d to perform a concentric proximity search based on distance with three different values. You can search the nearby records on the basis of distance in \u2018Kilometer\u2019 or \u2018Miles\u2019. Select the required distance unit and insert the values.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Search-nearby-records-based-on-Distance.png\" alt=\"Search nearby records based on Distance\"><\/p>\n<p>By clicking on the \u201cSearch\u201d button, you will get the search results on the map as per the Proximity values.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/Proximity-values.png\" alt=\"Proximity values\"><\/p>\n<p>By clicking on any record (pushpin), you will get the details on the right side of any individual record.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/individual-record.png\" alt=\"individual record\"><\/p>\n<p><i>In this way, Kevin, a sales area manager, gets the details of the supplier using a Proximity search and contacts the supplier who is near his current location or performs such activities.<\/i><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Step_42_Search_nearby_records_based_on_the_Time\"><\/span>Step 4.2: Search nearby records based on the Time<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Select the \u201cTime\u201d to perform a concentric proximity search based on Time. Insert the \u201ctime value\u201d in minutes to search the CRM records based on the travel time from a specific location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/concentric-proximity-search-based.png\" alt=\"concentric proximity search based\"><\/p>\n<p>By clicking on the \u201cSearch\u201d button, you will get the search results on the map as per the traveling time to the preferred location.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/the-preferred-location.png\" alt=\"the preferred location\"><\/p>\n<p><i>Kevin, as sales area manager, can search the nearby suppliers\u2019 records in a certain timespan as possible. He will get the suppliers\u2019 records on the map in terms of traveling distance from the selected location.<\/i><\/p>\n<p>By clicking on the individual records (pushpins), you can perform such activities for the records.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2021\/06\/perform-such-activities-for-the-records.png\" alt=\"perform such activities for the records\"><\/p>\n<p>In this way, the Proximity Search feature of the \u201cMappyField 365\u201d, helps in strategic marketing campaigns, finding nearby records to schedule an appointment\/task from the map itself, and making quick decisions based on the search results.<\/p>\n<p><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">AppJetty MappyField 365<\/a> can help to give a better analysis using geo-locational visualization of <a href=\"https:\/\/www.appjetty.com\/blog\/how-to-plot-entity-records-map-dynamics-365\/\">Dynamics CRM records<\/a> on the map. Other features will help to track the CRM activities, manage and schedule the activities from the map itself, and as the Bing map integrated, perform location search.<\/p>\n<p>If you want to know about any feature regarding AppJetty MappyFIeld 365, feel free to reach out to us at <a href=\"mailto:sales@appjetty.com\">sales@appjetty.com<\/a> or you can just click on the \u201cContact Us\u201d.<\/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>When the sales reps are on the field, they also need to search nearby locations to schedule another meeting or to meet business aspects. Visualizing the Dynamics CRM records or any organizational data on the map will help them perform some actions on the map itself. AppJetty MappyField 365 is a DynamicsCRM Mapping plugin that&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-find-nearby-suppliers-with-dynamics-365-map-integration\/\">Continue reading <span class=\"screen-reader-text\">How to Find Nearby Suppliers with Dynamics 365 Map Integration<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":5951,"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-5950","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 Find Nearby Suppliers with Dynamics 365 Map Integration - AppJetty<\/title>\n<meta name=\"description\" content=\"When the sales reps are on the field, they also need to search nearby locations to schedule another meeting or to meet business aspects. 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