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
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  1. Features

Individual Record Map

PreviousMaplytics Security TemplateNextSteps To Add the Map To Other Entity Forms

Last updated 1 month ago

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A tab to display an Individual Map section has been added by default on the Account, Contact and Lead records as a part of the Maplytics solution.

Here, two types of pushpins are plotted on the map:

  • Orange color pushpin: This always indicates the record location on the map. This pushpin is movable on the map. If the user is not satisfied with the automatic geocoding information stored for the record, they can click on the pushpin and drag it around to the required location on the map. As the user moves the pushpin, the geocoding information (Latitude and Longitude) and the address is updated in the bar at the top. Use the Update button to save the updated geocoding information. It will ask the user whether they would like to update only the Latitude & Longitude values or the address as well. They can select the required option. This will help the user to geocode the address as per the requirement.

Set the ‘No Auto Geocoding’ option to ‘Yes’ available on the left-hand side, if the user has manually set the geocoding information and does not want the automation to override the geocoding information. Right Clicking on the Map gives an option of Street View.

Selecting it would get the User a 3D View.

  • Address: If users wants to modify the geocoding for any record, they can click in the Address text box.

After that, they can click on ‘Update’ button to update the address and Latitude & Longitude values. It will ask the user whether they would like to update only the Latitude & Longitude values or the address as well. They can select the required option. Apart from this, users can also click on the orange pushpin, drag it around to the required location, and then click on update to update the address and/or Latitude Longitude values.

Note: Users can be restricted to update the address and Latitude & Longitude values by assigning them a security template where ‘Allow Push Pin Update’ is not selected. Please refer to the Maplytics Security template in this User manual to know more about the same.

Users can use the Address Auto Suggest Control to get a list of suggested addresses from the provided prompt in any of the 10+ languages Maplytics is available in. By default, CRM's system language becomes the language of the addresses. This can be changed as per the users’ preference.

To set up the auto-suggest control, follow the following configuration steps.

Log in to the Microsoft Power Apps environment.

If the auto-suggest control is to be added for the ‘Account’ entity, follow Tables tab on the left >> Account >> Forms (in Data Experiences) >> Account (mail form)

Within the Map tab in the New Account table, the required address columns need to be mapped to store the address details. Create and Save a table column named AutoAddress and SelectLanguage.

Drag and Drop the new columns on the New Account form and Save & Publish the addition.

Map the newly created components with the entity fields, i.e.,

Street Table Column : Address 1: Street 1 (Text)

Country/Region : Address 1: Country/Region (Text)

Language : SelectLanguage (Text) and so on

Done, Save & Publish

Once the configuration is done, the application can be checked on any Account’s Individual map. Select a language of choice and watch the addresses being suggested in that language. Suppose the Language is set to Arabic, the address suggestions would look as follows.

Adding an international language code for French, in the SelectLanguage column, 1036, will present the addresses in French. Whereas the country code for Germany ‘de’ would offer addresses in German.

This auto-suggest control helps its users change languages using the option set, lookup, and single option.

  • Map My Current Location: Clicking on the ‘Locate Me’ button the user is asked to allow his current location to be plotted on the map. Once allowed, the user’s current location gets plotted with a blue pushpin while the orange one stays as is.

Right-clicking the current location provides two options, Set Address and Street View. Set Address helps in populating the address of the current location to the text box. Similarly, the Latitude and Longitude of this location are populated in the respective fields in the bar above. On clicking the Update button and confirming the address, the address, latitude, and longitude get updated successfully for the record.

Map My Current Location function is available for Detail Map as well. Using this functionality, the user can view the travel distance from the Current Location and the User’s Location and plan the travel accordingly.

  • Deactivate: On deactivating a record by selecting the option, all the fields from CRM and on the Individual Map for that record get deactivated.

  • Related Record Pushpin: User can use ‘Relations’ drop-down to select the available relationships for this Entity. Related records correspond to all 1:N relationship between the plotted Entity. The user can further see related record information by clicking or hovering on it. The required attributes like Email Address, Phone Number etc. can be selected within the entity map to be seen on hover or click. At a maximum, user can view 5 relationships at once. Default relationships can also be selected that will be plotted by default whenever this map is loaded. At a maximum, user can select five Default relationships. User can also select the color and pushpin icons for the related records. Check the Entity Map settings (refer to Installation Manual) to set Default relationship, colors & pushpins and adding more relationships to ‘Relations’ dropdown. In the image below, two relationships (Account-Contact and Account-Lead) are plotted for the account “Adventure Works”.

For any queries, reach out to us at

crm@inogic.com