Visualize and Analyze Dynamics CRM Data on Heatmap

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Visualize and Analyze Dynamics CRM Data on
Heatmap
Any company that interacts with a customer, needs
to dive deeper into how to do it better. You
need to know how they react to your marketing
campaigns, what is selling where the buyers age
group, and whatnot. All of this data already
comes to you in your Dynamics CRM. Going through
this data and analyzing it can get cumbersome. So
a heat map of all this data overlaid on a map
makes it a whole lot easier.
Dynamics 365 map Integration provides the
facility to visualize and analyze the CRM records
on a Heat map by selecting the data sources of
the DynamicsCRM. MappyField 365 heatmap provides
a graphical representation of the CRM data where
values are depicted by color. Heatmap makes it
easy to visualize and measure complex data on the
map based on the specific region. An
administrator can set the color for the records
under Heatmap settings and get the records on
the heatmap as per the color selection.
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Please follow the below steps to analyze the
specific data sources using MappyFiled 365
heatmap - Navigate to the MappyField 365 ? Heat
Map Step-1 Heat Map Settings Configure Color
for Heatmap from the MappyField 365
Configuration. You can select Color for High,
Medium, and Low values data for the heat map.
You can differentiate the records as per the
selected region/area by selecting the color as
per the High/Medium/Low. Step-2 Navigate to
the MappyField 365 ? Heat Map Navigate to the
MappyField 365 app from the Dynamics dashboard or
from the app list.
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From MappyField 365, click on the Heat Map.
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Once the Heat Map is loaded you can select the
required options to visualize the values of the
records on the map. Step-3 Visualize the CRM
Records on the Heat Map To visualize and analyze
the CRM Records on the Heatmap, you need to
select the below fields Select Datasource -
Select the Entity and its View for which you want
to visualize data as a heat map. You will only
be able to use those entities which are
configured from the Entity Mappings.

• Select Measure
• The measure will determine how you want to filter
  the records and create a heat map. Select the
  aggregation method (CRM data) to be
• used to color-code the region.
• By default, the color code would be based on the
  number of records (ex. Annual Revenue, Market
  Capitalization, etc)

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Select Filter - Select the category in which
you want to differentiate the measured data. (ex.
Account Name, Business Type, etc). Select a
category to filter the data results.
Select Display - Select the Display to
visualize the selected Datasource and measures on
Heatmap.
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- Here, you can select the type of display from
the available options to create a Heatmap using
Boundary, No Boundary, Pie Chart, Column Chart.
Select Region Type - Select any Region Type
to display the Heatmap for the Boundary, Pie
Chart, or Column Chart. Define the geographical
variant in Region Type City, State, Country, or
Postal Code.
After selecting all the details, click on the
Search button to create a Heatmap
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Step 3A Heatmap by State wise Boundary
- If you have selected the Boundary as Display
and State as Region Type, the heatmap will
display the selected Datasource as State- wise
with Boundary and color visualization as per
High/Medium/Low level.
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Step 3B Heat Map by State with No Boundary - If
you have selected the No Boundary as Display
and State as Region Type, it will create a
heat map based on the density of the measure
without geographical boundaries.
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- By clicking on the Summary Card, all the
account details will be listed in the detail card
with the selected data sources.
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Step 3C Heatmap by State wise Pie Chart - If you
have selected the Pie Chart as Display and
State as Region Type, it will display the
Heatmap in the form of pie charts of the
selected data sources.
- By moving a mouse cursor over any Pie Chart,
you will see the tooltip detail, and by clicking
on any PieChart, the records will be displayed
in the summary card.
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Step 3D Heatmap by State wise Column Chart - If
you have selected the Column Chart as Display
and State as Region Type, it will display the
Heatmap in the form of a column chart of the
selected data sources.
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- By moving a mouse cursor over any Column Chart,
you will see the tooltip detail, and by clicking
on any Column Chart, the records will be
displayed in the summary card.
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Here only the Statewise Heat maps are shown. But
a salesperson or an administrator can visualize
the heatmap as per other regions by inserting the
County, City, or Postal Code and selecting the
different data sources with a relevant measure
category. Being a sales manager with DynamcisCRM
administrator rights, visualize any records like
Sales Revenue, Travel Expenses, Service-based
activities, etc. as heatmaps and geographical
displays and numerics will tell you what further
planning should be done for your sales
team. Source https//www.appjetty.com/blog/visua
lize-and-analyze-dynamics-crm-data-on-heatmap/