How to Visualize Records on Map using Drawing Toolbar

1
How to Visualize Records on Map using Drawing
Toolbar
Dynamics CRM allows you to plot one entity record
on the map at a time directly. We wrote a guide
explaining how you can do it. On the other hand,
a Dynamics CRM Map integration allows you to
plot multiple entity records. On top of that,
you can use a drawing tool to visualize your
records in a particular area or region.
2
One such tool is Quick Maps. You can search data
on Quick Maps based on Region, User, and there
is even an option for Proximity Search. You can
also search and manage records by defining shapes
on the map. You can search records by drawing
shapes on the map to get the geographical view
and visualization of the records. Based on that
you can perform your marketing/sales related
actions and activities. To visualize records in
desired shapes on the map for selected entities
follow the below steps Step 1 Redirect to
Map page Click on the Dynamics 365 menu and
then click on the Quick Maps from the slider
menu or find the AppJetty tab from the header
menu and click on Maps to open Quick Maps.
3
(No Transcript)
4
Step 2 Select the required entity and its view
from the Select Entity option and select
Drawing from Search Options. By selecting the
Drawing option, the Drawing Toolbar with various
tools will be enabled.

• Step 3 Use Drawing toolbar to draw the desired
  shape on Map
• You can use Drawing toolbar to draw the shape fr
  om following available tools
• Polygon Draw a polygon of the desired size with
  multiple sides.
• Circle Draw a circle using this tool.

5

• Rectangle Draw a rectangle using this tool.
• You can also edit the drawn shape and can change
  shapes fill and border color using the
  following drawing tools
• Edit Edit the drawn shape or resize the shape
  using this tool.
• Erase Erase drawn shape from the map using this
  tool.
• Fill color Define or change the fill color of
  shape using this tool.
• Stroke color Define or change the shapes border
  color using this tool.
• Step 4 Visualize data from the drawn shape on
  the map
• You can draw multiple shapes on the map.
• After drawing the shape, click on the Search
  button to visualize data from the drawn shape on
  the map. The data will be plotted on the drawing
  shape.

6
- By clicking on any shape it will display a
summary card for selected shape and update data
in the data grid accordingly.
7
Getting the records on the map as per the drawn
shape is also known as User-Editable Shapes as
the user can draw, edit and remove the shape as
per his/her requirement. Drawing shapes feature
in Dynamics CRM map integration will make it
easy for you to visualize and check the records
of the selected entities in a particular area of
any city, state, and region. Original Blog h
ttps//www.appjetty.com/blog/visualize-records-map
-usi n g-drawing-toolbar