Multi-Address Plotting

If the entities in CRM contains more than one addresses, users can plot the records based on multiple addresses at once. This feature will enhance the visualization experience of those records that have presence in multiple cities or states etc. Admins can configure required addresses within the Entity map of the entity so as to view the option of selecting the addresses to plot the same on the map. Please refer to the Entity map section of the Installation manual to know how to configure multiple addresses in Maplytics to plot records based on multiple addresses.

While selecting the Datasource and View within the Plot records card, user can click on the ‘Select address’ to select the addresses based on which they would like to plot the records. This will open the window that lists out all the addresses saved within the ‘Address Attribute’ Section of Entity map. User can select the required addresses and click on Search.

Note: The icon for ‘Select Address’ will only appear if multiple addresses are configured in the Attribute Mapping section of the respective entity map.

In addition to this, the user can also select the 1:N or N:1 relationship in Link To and accordingly, the data will be plotted. Suppose a user selects the Customer Address (1:N) relationship within the Entity Map then, by selecting it in the Multiple Addresses window all the customer address pushpins for that plotted records can be visualized

The below screenshot shows the Accounts plotted based on the two addresses, Billing address and Shipping address. Here 4 records have been plotted and due to the two addresses of each of the records the map is showing 8 pushpins in total.

The Layer menu will list both of the addresses, the Billing address and the Shipping address for Accounts.

While working with any enclosed shape like proximity, drawn shape or a territory, user can click on the enclosed shape to view the Summary card. The below screenshot shows Proximity search performed on the above Accounts that were plotted based on two addresses Billing address and Shipping address.

With the click on the outer circle it is showing the Summary card for the same. Within the summary card, the Total Records will show the count based on the total number of pushpins plotted on the map i.e. 7 pushpins in total.

The second section of the Summary card shows the classification of the count of records based on the two types of the addresses i.e. 4 pushpins are plotted based on the Billing address and 3 pushpins are plotted based on the Shipping address.

In the third section, it shows the summary of the Annual revenue and the no. of Employees based on the actual(unique) count of the records plotted i.e. 4 Accounts.

Using CRM’s out-of-the-box entity Addresses

To be able to add multiple addresses against a record, a user can use CRM’s out-of-the-box Entity Addresses.

To fetch the address from that location, the user can use the Link To option in Entity Maps >> Account >> Attribute Mapping. User can select the account-customeraddress(parented) relationship in Link To.

Fetch XML

In case a user differentiates the multiple addresses with a column Delivery Type such that all the addresses are for delivery with just a single business location address and wants to plot just the business location address instead of all the others, he can use this option.

Users can go to the ‘Advance Find’ property of CRM and create a fetch XML as per requirement plotting the address with business location. The same can be copied and pasted in the Entity Maps.

• Plot and Analyze records with Multiple Locations on Map using new Multi – Address Plotting feature within Dynamics 365 CRM

For any queries, reach out to us at [e-mail]