Maplytics
  • Maplytics
  • What's New
  • Installation
    • Install from Microsoft AppSource
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
    • Install from Maplytics Website
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
  • Getting Started
    • License Activation
    • Configuration
    • Add Users to Team
  • Upgrade
    • Upgrade from Microsoft AppSource
      • For Dynamics 365
      • For Dataverse
    • Upgrade from Maplytics Website
      • For Dynamics 365
      • For Dataverse
  • Prerequisites
  • Personalization
    • General
    • Advanced Settings
    • Auto-Scheduling
    • Real-Time Tracking
    • Apply to all
    • Setup Entity Map
      • General
      • Attribute Mapping
      • Tooltip Mapping
      • Category Configuration
      • Configuration
      • Advanced Settings
      • Refresh Entity Maps
    • Maplytics Security Template
    • Maplytics on Tablet / Mobile
    • Setup Dashboard Details
    • Update the Plug-in Assembly Registration
  • Features
    • Language Support
    • Maplytics Configuration (Personalization)
    • Maplytics Security Template
    • Individual Record Map
      • Steps To Add the Map To Other Entity Forms
    • Area of Service
      • Add Area of Service tab
      • Create an Area of Service field
      • View Area of Service data on a map
      • Using Map button
      • Adding Detail map on form
      • Advanced Area Of Service
      • Attribute Mapping of Service Area
      • Working of Area Of Service
    • Plot records on map
      • Detail Map
      • Plot
      • By Location
      • By Region
      • By Drawing
        • By File within By Drawing
      • By Territory
      • By Template
        • Default Template
      • Plot From File
      • Search Record
      • Lasso Tool
      • Cluster Map
        • Cluster Area
        • Spider Cluster
      • Category
        • Multiple Categorization for Multiple Entitles
        • Multiple Categorization for Single Entity
      • Set colors and shapes for pushpins
        • Set pushpins from map
          • Set pushpins for views
          • Set pushpin for categories
          • Configure pushpins in Entity map for new category
            • Category configuration for users
            • Category configuration for admins
      • Data Grid in Detail Map
        • Highlight Pushpins
        • Mass Actions
      • Tooltip Card
        • Quick Call to Action Buttons
      • Reset Map
      • Summary Card
      • Layer Menu
        • Show/Hide Labels
        • Show/Hide Territory List
      • Download map
      • Contextual Menu
    • Multi-Address Plotting
    • Point of Interest (POI) Locations
    • Proximity Search
      • Proximity by Distance
    • Overlay
      • Overlay by Territory
      • Overlay by File
      • Save Shape/Excel file in territory
        • Save Shape File
        • Save Excel File
      • Convert Overlay to Territory
    • Overlay by ArcGIS Online
    • Census data Visualization
    • Shape Operations
    • Territory Management
      • By File
      • By Proximity
      • By Region
      • By Drawing
      • By Territory
      • By Overlay
      • By ArcGIS
      • Layer Menu
      • Territory Alignment Tool
      • Create New Territory
      • Auto Territory Creation
        • Assign Territories to Record
        • Register to Windows Service
      • Draft Territories
      • Create Territory on One Click
        • By Shape File
        • By Excel File
      • Alignment of Existing Territories
        • Move To
        • Copy To
        • Edit Existing Territory
      • Shape Operations in Territory Management
    • Defining Geographies for Sales Territory with Maplytics
    • Hierarchal Territories
    • Bulk Geographies by Uploading an Excel File
    • Multiple Territories Assigned to a Record
    • Detail Map on CRM Dashboard
    • Saved Template Visualization on CRM Entity Form
    • Routing Optimization
      • Directions Card
        • Truck Route
      • Optimize Direction
      • Unified view for Route and Records
      • Default Origin and Destination
      • Snap Waypoint
      • Along the Route
      • Route Redirect and Copy Route Links
        • Redirect with Google Maps
        • Redirect with Waze
      • Redirect with Apple Maps
      • Print Route
      • Proposed and Actual Route Tracking
    • Route to a record
    • Auto Scheduling
      • Auto Scheduling Card
      • Advanced Preferences
        • User Details
        • Meeting Details
        • Existing Meetings
      • Calendar Navigation Buttons
      • Create Activities
      • Configuration Details for Auto Scheduling
      • Characteristic Based Scheduling
    • Check-In/Check-Out
      • Configuration
      • View Related Check-In/Check-Out Records
      • Check-Out
      • Default Radius
      • Geofencing
        • Enable Notes on Check-In and Check-out
        • Pending Check-In/Check-Out Requests
      • Creating Check-In/Check-Out Records
        • Adding Notes while checking-in/out
        • Creating Pending Check-In/Check-Out requests
      • Visualize Check-In/Check-Out Records on Detail Map
        • Analyze Check-In/Check-Out Records
          • Visualizing Related Records
          • Visualize Pending Check-in/out requests
      • Visualizing Related Records
        • Visualizing Related Record (Appointments/Accounts, etc.) for Check-In/Check-Out records
        • Visualizing related Check-in/Check-Out records for plotted records (Appointments, Accounts, etc.)
      • Visualize Pending Check-in/out requests
        • Approve/Reject pending Check-In/Check-Out records
    • Land Area Mapping
      • Create and Assign land areas to entity records
        • Create 1: N relationship with Geography entity
        • Attribute Mapping for Landscapes
        • Assign lands to single record
        • Assign lands to multiple records
      • Visualizing Assigned lands to the record
      • Visualizing Assigned lands to the records having no geocoordinates
    • Real-Time Tracking
      • Today's Plan
      • Location History
      • Real-Time Tracking in Mobile
    • Maplytics API
      • By Proximity
      • By Region
      • By Territory
      • By Template
      • Get Time zone
    • PowerApps Component Framework
      • Map View Control for Record
        • PCF Control in Portal/ Power Pages
      • Map Edit Control for Record
      • Map View Control for Dataset
      • Detail Map Control for Dataset
      • Address Autosuggest Control
    • Maplytics in Canvas App
    • Azure Maps - Maplytics List Control
      • Azure Map Key- Generation & Set Up
      • Plot
      • By Location
      • By Region
      • By Drawing
      • Search Record or Address
      • Category
      • List
      • Filter
      • Hover & Tooltip Card
      • POI Location
      • Contextual Menu
      • Route Optimization
    • Heat Maps
      • Select Display
    • Support for Dataverse(CDS)
      • Import Maplytics solution
      • Access Maplytics in PowerApps
    • Maplytics Dashboard
      • View Category donuts in dashboard
      • Steps to add Maplytics View to Dashboard
      • Create a route dashboard
      • Add a template in dashboard
    • Territory Assignment Rule
      • Enable Territory Assignment Rule
      • Creating Territory Assignment Rule
        • General
        • Assignment query
      • Override Existing Territory
    • Maplytics - Tablet/Mobile
      • Detail Map
        • Proximity
        • Concentric Proximity Search
        • Category Filter
        • Current Location
        • Search POI
        • Category Filter
        • Current Location
        • Set GPS Location as the current location
        • Tooltip Card
        • Contextual Menu
        • Search Record
        • Data Grid
        • Lasso Tool
        • Routing – Tablet / Mobile
        • Unified View for Route and Records
        • Save Route and Plot Saved Routes
        • Along the Route Search
        • Route Redirect and Copy Navigation Links
      • Heat Map - Tablet/Mobile
        • Summary card
        • Pie Chart in Heat Map
        • Column Chart in Heat Map
      • Dashboards - Tablet/Mobile
    • Workflows
      • Configure Geocoding Workflows for Custom Entities
      • Configure Territory Assignment Workflows for Custom Entities
      • Configure Get Time Zone Workflow
      • Configure Driving Instruction Workflow
    • Batch Processing Tool
  • Uninstallation
  • FAQ
    • License
    • General
    • Installation
    • Features
  • Popular Blogs
  • Video Library
  • MapPoint Alternative
  • Add Review
Powered by GitBook
On this page

Was this helpful?

  1. Features

Batch Processing Tool

PreviousConfigure Driving Instruction WorkflowNextUninstallation

Last updated 1 year ago

Was this helpful?

The workflows for Geocoding and Territory Assignment designed can be used on a day-to-day basis for addresses that are changed or added occasionally. However, for bulk geocoding/territory assignment on data, we recommend using the Batch Processing tool. This tool ensures that the bulk geocoding on records is handled in single batch. While in the territory assignment, this tool helps to assign the respective territories to all the selected records based on their Latitude and Longitude values.

To run this tool, the user needs to make sure that machine has Microsoft .net framework 4.0 and Maplytics installed in Dynamics CRM.

To run the tool, Extract the Batch Processing tool .zip file and run the BatchProcessingTool application.

Executing Batch Processing Tool:

Connection Details: Please enter the CRM details on this screen. The users have to enter the following details:

Deployment Type: The user can select either of the options given in below screenshot depending on their deployment.

  1. Office365

Show Advanced: The user can select the Online Region and proceed to enter the ‘Username’ and the ‘Password’

Organization: The organization list will be auto-populated with the organizations available in CRM on selecting the checkbox. Select the organization for which Maplytics is to be or already has been installed.

Password: Password of CRM user

  1. On-premises

Server: Please enter the server url of CRM. For example, http://<servername>:<port> or https://<orgname>.crm.dynamics.com

Organization:

When the user enters the server URL in the case of On-premises deployment model, the organization list will be auto-populated with the organizations available in CRM on selecting the checkbox. Select the organization for which Maplytics is to be or already has been installed.

Password: Password of CRM user

Make A Selection: Here, the user can make a selection whether they would like to run this tool for Geocoding (Batch Geocode) or Territory Assignment. The third option is available for installing/ uninstalling Territory Distribution Windows Service. In this example, we have chosen Batch Geocode as shown below:

Choose Entity and Filtering:

Please find the details of the same below:

· Entity: Select the entities on which the user would like to run this tool.

· Views: Once the user selects the entity, all the views defined for this entity are populated in the list of views. Select the required view.

The plus sign can be clicked upon to add more entities and views. The check box at the bottom allows the records to be shared with the user, if required.

Non-Geo coded Records have a separate view ‘Non Geocode’ for Batch Geocoding for all the Entities. All the non-geo coded records of multiple entities can be processed together.

Users can enter the email address, if they would like the job results to be mailed to them.

The user can go back to the previous stage while in the ‘Make A Selection’ and ‘ Choose Entity And Filtering’ stages of the process. Returning from Processing and Result stage is not possible.

Processing :

In this section, the user can see the progress of the geocoding process. User can quit the process anytime by clicking on the option at the bottom.

The Batch Processing Tool takes time to process based on the number of records selected. Please do not close the window until this process is completed.

Record Summary:

Geocoding:

Bing Status: This shows the number of records for which the geocoding from Bing Maps was a success or a failure.

CRM Status: This shows the number of records for which the updation of geocoordinates (Latitude & Longitude) to the respective CRM records was a success or a failure.

After completing the geocoding process, the user can download the results. The results will be downloaded in Excel format. User can check the columns of CRMDescription and BingDescription in the result to check the reason for failure of processes on the records.

With the options at the bottom, the user can return home, download the result in an Excel format, or exit the process.

Territory assignment:

CRM Status: This shows the number of the records for which the updation of Territories for the respective CRM records was successful or failed.

  1. The Non Geocode records can be processed in a separate view for all Entities

  2. Non Geocode View is not applicable for Territory Assignment while running the Batch processing tool

Related Posts:

Username: Username of a valid CRM user. For example

Username: Username of a valid CRM user. For example:

For any queries, reach out to us at

mollyc@mollyc.onmicrosoft.com
mollyc@mollyc.onmicrosoft.com
Geocode Bulk Dynamics 365 CRM or PowerApps records for OOB/custom entities in a single batch with our new Batch processing tool!
Run workflow on individual records on maps within Dynamics CRM
Geocoding Records in Dynamics CRM
crm@inogic.com