How to Plot Entity Records on Map in Dynamics 365

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How to Plot Entity Records on Map in Dynamics 365
The more scattered your data is, the harder it
gets for you to understand and make any
decisions. Moreover, to understand your current
customer base as well as your opportunities and
leads, it is imperative to have an overview of
all your accounts, contacts, and leads. So, in
this blog, we are going to show all the Dynamics
CRM users out there how to plot Entity Records
on a map right from the CRM. The Dynamics CRM
itself provides this functionality of adding an
Entity record on a map.
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Step 1 Enabling Bing Maps To enable Bing maps,
go to the Settings ? Administration ? System
Settings. By default, the General tab will open.
Scroll down to the Enable Bing Maps option and
select the Yes option to enable the Bing
Map. Press OK to save the changes.
Step 2 Plotting entity records on the map After
enabling Bing maps, go to any entity record and
edit it. Find the Form or Form edit option.
By clicking on it, the PowerApps tab will open.
Select the Bing maps from the Insert tab.
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After clicking on Bing Maps, a pop-up will appear
where you need to insert and select the required
details. Save the changes and click on
publish. Now, youll be able to see the plotted
account on the map inside of that account as
shown in the below image.
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With Dynamics default functionality, you cannot
view multiple records on a map at the same time.
You only get to see one record on the map. To
see all your active accounts or all accounts or
any other entity records on the map, you can opt
for any Dynamics CRM Map integration from MS
AppSource.
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• One such Microsoft Dynamics 365 map Integration
  is Quick Maps using which you can display all
  the Dynamics CRM records on the map with the
  required details.
• Other tasks that you can perform using Quick Maps
  are
• You can plot and see the records of the selected
  entity geographically.
• By selecting the multiple entities, you can save
  your own view (template) also.
• To plot records of any entity like accounts,
  contacts, leads, etc., follow the below steps
• Step 1 Import the package of Quick Maps and
  install it.
• Step 2 Navigate to Quick Maps from the apps
  menu.

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Step 3 Click on the sitemap and click on Entity
Mappings.
Click on the New button to add and configure a
new entity.
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- Now, select an entity from the Entity Name
dropdown and configure address fields for the
selected entity.

• Create, Assign and Re-assign Sales Territories in
  Dynamics CRM
• Check the checkbox Automatically Geocode New
  Records to automatically get geocodes when any
  new records for configured entity get created.
• Click on the Save button to save entity
  configurations.
• Step 4 Get geocode for records
• To get geocode for records redirect to a
  particular entity. If you want to get geocode
  only for selected records, select those records
  and click on the Get Geocode button.
• If you want to get geocode for all the records,
  click on the Get Geocode button. It will ask
  you a confirmation to get a geocode for all the
  records for the selected entity.

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Step 5 Plot records on the map - Navigate to
AppJetty ? Quick Maps ? Maps to plot the records
of the configured entity.
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• By clicking on Map, the Map view will be as per
  the default location configurations set by the
  admin.
• The side drawer menu with 4-tabs will appear on
  the left side of the map. By default, the Plot
  tab will be open.
• Under the Plot Records, select the Entity from
  the Select Entity drop-down to plot the
  records on the map.

• Based on the selection of an Entity and other
  related options, the entity records will be
  displayed on the map.
• If Accounts is selected, select its attribute
  which you want to plot on the map in the view
  options besides entity. Select View for
  Accounts like all accounts, my active accounts,
  inactive accounts, etc.

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- The account details can be seen by clicking on
a Pin icon.
- Plotting the records for multiple entities is
also possible in Quick maps.
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- Click on Add Legend text to add multiple
entities. Select the entity and its detail which
you want to plot on the map in the view options
besides entity. In this way, you can add and
configure the entities to plot the CRM records on
the map using Dynamics Map Integration, Quick
Maps. You will get the geographical view of all
the CRM records. Original Blog https//www.appje
tty.com/blog/how-to-plot-entity-records-map-dynami
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