{"id":7064,"date":"2022-01-21T15:44:23","date_gmt":"2022-01-21T10:14:23","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=7064"},"modified":"2024-12-13T14:27:45","modified_gmt":"2024-12-13T08:57:45","slug":"how-to-set-default-template-in-mappyfield","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-set-default-template-in-mappyfield\/","title":{"rendered":"How to Set a Default Template in MappyField"},"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-set-default-template-in-mappyfield\/#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-set-default-template-in-mappyfield\/#Step_2_Plot_entity_records_on_the_map\" >Step 2: Plot entity 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\/how-to-set-default-template-in-mappyfield\/#Step_3_Save_as_Template\" >Step 3: Save as Template<\/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-set-default-template-in-mappyfield\/#Step_4_Set_as_a_default_template\" >Step 4: Set as a default template<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Reworking on any project or proposal wastes your valuable time and money. So, default templates can be customized for various purposes and audiences which can save your time.<\/p>\n<p>Templates have a unified appearance, which makes it easier for your team to locate important information quickly. With the templates, you can create the framework of elements needed to complete the report.<\/p>\n<p>To avoid this reworking in the <b>dynamics 365 field mapping<\/b>, you can save the default templates in the CRM. Once you set the template as default, it will automatically load the template in your CRM.<\/p>\n<p>Now, let\u2019s see how you can configure the default template in Mappyfield.<\/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><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-1.png\" alt=\"dynamics 365 field mapping-1\"><\/center><\/p>\n<p>By default, you will be navigated to the \u201cMap view\u201d of the MappyField 365.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-2.png\" alt=\"dynamics 365 field mapping-2\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Plot_entity_records_on_the_map\"><\/span>Step 2: Plot entity records on the map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can plot the entity records on the map. Suppose, you want to plot the records of the \u201cAccounts\u201d entity for the \u201cTexas\u201d area. So, you need to select the entity and its view and you need to insert Texas.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-3.png\" alt=\"dynamics 365 field mapping-3\"><\/center><\/p>\n<p>After inserting the entity and search option, click on the Search button to plot the records on the map.<\/p>\n<p>The entity records are plotted on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-4.png\" alt=\"dynamics 365 field mapping-4\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Save_as_Template\"><\/span>Step 3: Save as Template<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Now, after plotting data on a map of <b>dynamics 365 field mapping<\/b>, you can save the plotted records on the map as a template form. For that, you will find the \u201cSave Template\u201d card from the Advance Options panel of MappyField 365.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-5.png\" alt=\"dynamics 365 field mapping-5\"><\/center><\/p>\n<p>Now, by clicking on the <b>Save Template<\/b> icon, you will see the popup to insert the template name and its visibility.<\/p>\n<ul class=\"bullet\">\n<li><b>Template:<\/b> Insert the relevant name of the template.<\/li>\n<li><b>Is Public:<\/b> If you want to share with all the concerned CRM users, tick the \u201cIs Public\u201d option else keep it disabled to make the template private.<\/li>\n<\/ul>\n<p>Now, click on the <b>Save<\/b> button to save the template. You will see the saved template from the \u201cTemplates\u201d menu from the header.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-6.png\" alt=\"dynamics 365 field mapping-6\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Set_as_a_default_template\"><\/span>Step 4: Set as a default template<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You can see the saved templates from the \u201cTemplates\u201d menu. There will be 3 actions that you can perform on the template:<\/p>\n<p>i) <b>View:<\/b> On clicking the \u2018view\u2019 (eye) icon, the map will be loaded with plotted records as per the template.<\/p>\n<p>ii) <b>Delete:<\/b> On clicking the \u2018delete\u2019 (trash) icon, it will delete the template.<\/p>\n<p>iii) <b>Default template:<\/b> On clicking the \u2018plus\u2019 icon, it will set the template as default.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-7.png\" alt=\"dynamics 365 field mapping-7\"><\/center><\/p>\n<p>You can set only one template as the default template. So when the map is loaded, you will see the plotted records as per the default template.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/01\/dynamics-365-field-mapping-4.png\" alt=\"dynamics 365 field mapping-8\"><\/center><\/p>\n<p>In this way, the templates feature of <b>dynamics 365 field mapping<\/b> helps you save map configurations so that you can come back to them later and tweak them according to the requirement<\/p>\n<p><b><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">AppJetty MappyField 365<\/a><\/b> is a Dynamics CRM Map integration plugin that helps to plot your CRM data on the map. Using MappyField 365, CRM users can get detailed information about their market geography and prospective locations.<\/p>\n<p>If you want to know about any feature regarding AppJetty MappyField 365, feel free to reach out to us at sales@appjetty.com or you can just click on \u201cContact Us\u201d.<\/p>\n<p>&nbsp;<br \/>\n<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>Reworking on any project or proposal wastes your valuable time and money. So, default templates can be customized for various purposes and audiences which can save your time. Templates have a unified appearance, which makes it easier for your team to locate important information quickly. With the templates, you can create the framework of elements&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-set-default-template-in-mappyfield\/\">Continue reading <span class=\"screen-reader-text\">How to Set a Default Template in MappyField<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":7065,"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-7064","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 Set a Default Template in MappyField - AppJetty<\/title>\n<meta name=\"description\" content=\"Reworking on any project or proposal wastes your valuable time and money. 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