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Batch Processing Tool
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:
- 1.Deployment model: The user can select either of the options given in below screenshot depending on their deployment.
- 2.CRM Server: Please enter the serverurl of CRM. For example, http://: or https://.crm.dynamics.com
- 3.Organization: If the deployment model is ‘OnPremise’ then the user has to specify the organization name. For other deployment models leave this blank. When the user enters the server URL in case of On-Premise deployment model, the organization list will be auto-populated with the organizations available in CRM. Select the organization for which Maplytics is to be or already has been installed.
- 4.Username: Username of a valid CRM user. For example: [email protected] In case of On-Premise deployment model, the organization list will be auto-populated with the organizations available in CRM. Select the organization for which Maplytics is to be or already has been installed.
- 5.Password: Password of CRM user.
User can also use their Client Id and Client secret key to log in for their respective CRM using Application user.
Choose Option: Here, the user can make selection whether they would like to run this tool for Geocoding (Batch Geocode) or Territory Assignment. In this example, we have chosen Batch Geocode as shown below:
Entity Selection 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.
Results and Log Settings: Since this is executed as a batch process in the background, enter the email address, if the users would like the job results to be mailed to them.
Progress: In this section, the user can see the progress of the geocoding process.
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 the records for which the geocoding from Bing maps were successful or failed.
CRM Status: This shows the number of the records for which the updation of geocordinates (Latitude & Longitude) to the respective CRM records were successful or failed.
After completing the geocoding process, the user can download the results. The results will be downloaded in CSV format. User can check the columns of CRMDescription and BingDescription in the result to check the reason for failure of processes on the records.
Territory assignment:
CRM Status: This shows the number of the records for which the updation of Territories for the respective CRM records were successful or failed.
- 1.If a user selects ‘All records’ for an entity, then a view for that entity cannot be selected.
- 2.A user cannot select an entity with the same view twice.
- 3.If the user adds an entity with a view and then selects ‘All Records’ for the same entity, it will remove all the views selected for that entity with the user’s permission.
- 4.All of the above instructions apply for running Batch processing tool for Territory Assignment.
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Executing Batch Processing Tool: