{"id":9077,"date":"2024-11-13T16:24:46","date_gmt":"2024-11-13T10:54:46","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=9077"},"modified":"2024-12-13T14:26:52","modified_gmt":"2024-12-13T08:56:52","slug":"how-to-plot-entity-records-on-azure-map-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-plot-entity-records-on-azure-map-in-dynamics-365\/","title":{"rendered":"How to Plot Entity Records on Azure Map in Dynamics 365?"},"content":{"rendered":"

With data scattered in many places and formats, it has become difficult to make fast, wise decisions in today\u2019s business world.<\/p>\n

For Dynamics 365 users, both big data sorting and data visualization tools can greatly improve their customers’ overall understanding. If you can easily view all the accounts, contacts, and leads in one easy-to-use location, you can visualize your current and potential customer base.<\/p>\n

The same data can go a long way in a map view if only because it is easier to analyze it, find trends, and make decisions on the spot. A useful feature of Dynamics 365 for plotting Entity Records directly on a map is also provided.<\/p>\n

With this capability, users can see at a glance where customers, leads, and other important contacts are. In this blog, we will demonstrate how to use Custom Mapping functionality in Dynamics 365 to manage and make your data meaningful.<\/p>\n

Step 1: Import the package of MappyField 365 and install it.<\/b><\/p>\n

\"Records111\"<\/center><\/p>\n

Step 2: Navigate to \u201cMappyField\u201d from the apps menu<\/b><\/p>\n

Once you’re logged into Dynamics 365, select “MappyField 365” from the app’s dashboard.<\/p>\n

\"Records222\"<\/center><\/p>\n

Step 3: Click on Entity Mappings<\/b><\/p>\n

Go to the Entity Mapping section to configure the entity details that will appear on the map.<\/p>\n

\"Records333\"<\/center><\/p>\n

\u2192 Click the “New” button to create and set up a new entity.<\/p>\n

\u2192 Next, choose an entity from the “Entity Name” dropdown and configure the address fields for it.<\/p>\n

\"Records444\"<\/center><\/p>\n

\u2192 Check the checkbox \u201cAutomatically Geocode New Records\u201d to automatically generate geocodes when new records for configured entities are created.<\/b><\/p>\n

\u2192 Click on the Save button to save entity configurations.<\/b><\/p>\n

Step 4: Get Geocodes for entity records<\/b><\/p>\n

\"Records555\"<\/center><\/p>\n

Step 5: Plot records on MappyField 365 map<\/b><\/p>\n

\"Records666\"<\/center><\/p>\n

Clicking on “Map” will load the map view according to the admin’s default location settings.<\/p>\n

\"Records777\"<\/center><\/p>\n

\u2192 Under the Plot Records, select the Entity from the \u201cSelect Entity\u201d drop-down to plot the records on the map.<\/p>\n

\"Records666\"<\/center><\/p>\n

\u2192 Based on your chosen entity and related options, records for that entity will be displayed on the map. For example, if you select \u201cAccounts,\u201d you can then choose an attribute to display on the map using the view options next to the entity selection. You can also select a specific view for Accounts, such as \u201cAll Accounts,\u201d \u201cMy Active Accounts,\u201d \u201cInactive Accounts,\u201d and so on.<\/p>\n

\"Records888\"<\/center><\/p>\n

\u2192 The account details can be seen by clicking on a Pin icon.<\/p>\n

\"Records999\"<\/center><\/p>\n

\u2192 Check the record details by moving the mouse on the pushpin icon.<\/p>\n

\"Records101010\"<\/center><\/p>\n

\u2192 In MappyField 365, you can also plot records for multiple entities. To do this, click on \u2018+Add Legend\u2019 and choose the entities you want to include. Then, select each entity along with its specific record view options.<\/p>\n

\"Records111111\"<\/center><\/p>\n

\u2192 By clicking on the Search button, the selected entity with the record view will be plotted on the map.<\/p>\n

\"Records1212120\"<\/center><\/p>\n

By following these steps, you can seamlessly add and configure entities to display CRM records on a map using Dynamics Map Integration, MappyField365<\/a>. This powerful tool makes it easier than ever to visualize your data and gain location-based insights directly from your Dynamics CRM.<\/p>\n

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","protected":false},"excerpt":{"rendered":"

With data scattered in many places and formats, it has become difficult to make fast, wise decisions in today\u2019s business world. For Dynamics 365 users, both big data sorting and data visualization tools can greatly improve their customers’ overall understanding. If you can easily view all the accounts, contacts, and leads in one easy-to-use location,… Continue reading How to Plot Entity Records on Azure Map in Dynamics 365?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":9079,"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-9077","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"\nHow to Plot Entity Records on Azure Map in Dynamics 365? - AppJetty<\/title>\n<meta name=\"description\" content=\"With data scattered in many places and formats, it has become difficult to make fast, wise decisions in today\u2019s business world. 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