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
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  1. Features
  2. Plot records on map
  3. Data Grid in Detail Map

Mass Actions

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Last updated 2 years ago

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The user has the option to take actions on the plotted records like adding to route or executing the workflow on selected records in the grid. Defined mass actions are as follows:

Add To Route: This option will add selected data points to the route. The user can add at max 25 data points to the route

Save Data: The selected records can be saved as static Marketing List or Personal View in Dynamics CRM

Change Owner: The user can assign the owner of the plotted records by selecting a user or a Team

Manage Territory: The User can assign or change the territory of selected records

Send Email: The user can send a mass email to the selected records. User can select any one the available email templates or a new email to write their own content. User can also choose to keep the recipient as To/Cc/Bcc in the email.

Select regarding: If user needs to send bulk emails and also wants to keep a specific record in the Regarding field into the email. They can select the option of ‘Select Regarding’. To view this option, they can follow the steps mentioned below.

  • Open the respective record to be set in Regarding field from the ‘Map’ button on the record. In the screenshot below, we have taken an Account ‘Gourmet to your door’ as an instance.

  • Now plot the required records to whom the mail has to be sent and Go to Mass actions to choose the option of ‘Send email’. Here, we have plotted Contacts.

  • Once clicked on ‘Send Email’ from ‘Mass Actions’, user can select the option of ‘Select Regarding’ and the Account that we plotted earlier ‘Gourmet to your door’ will be set by Default within the Regarding field.

This option will be visible only if the map has been opened using map button on a record.

Execute Workflow: The user can execute any on-demand workflow with this functionality

Export To Excel: The user can use this feature to export data from the map to excel. This functionality adhere to CRM security roles, if the user does not have the permission to ‘Export Data to Excel’ in CRM then that user will not be able to export data from Maplytics

Create Activities: The user can create activities for non-activity Entity records currently selected in “View Data grid.” The user can define the Activity, Subject, Schedule Start date and Schedule end Time, Duration, Owner(User/Team) and Priority. The activities selected in respective Entity maps can be seen in the list of activities available to create using the button of “Create activities”. By clicking this button below window will open and the activities will be created based on the inputs given in the window by the user.

For example: If a user selects the appointment as the activities to be created for 20 records plotted on the map. Now if they select the Schedule start date to be let’s say 1st August 2022 at 10 am and the schedule end time to be 5 pm along with the duration as 1 hour. So the appointments will start getting created for record 1 at 10 am for 1 hour and record 2 at 11 am for 1 hour and so on till the appointment for record 7 is created for 1 hour till 5 pm. Here it meets the scheduled end time i.e. 5 pm. Now for the rest of the records will be handled in the following days. So the appointments for the next 7 records will get created for the next day i.e. 2nd August starting from 10 am, each for an hour till 5 pm. Likewise, the appointment for the rest of the 6 records will get created for the third day i.e. 3rd August 2022. The user can also select the required owner or the record’s owner for the appointments being created. If the user has selected ‘Record’s owner’ in the space for the owner, the appointments will be assigned to the owner of the respective record i.e. if Record 1 has user A as the owner, then the appointment for the Record 1 will be User A itself.

Associate Records: This helps the user to associate a record with the plotted record(s) on map.

To do this, user needs to open the map using 'Map' button on the record they want to associate. In the below screenshot we have opened map from an Account.

Once the map is opened, plot the required Entity & View to associate the Account. Now, click on ‘Mass actions’.

In the below screenshot, we have plotted Contacts on the map using Proximity Search.

Within Mass Actions, click on ‘Associate Records’to open the window. Here, the relationships between both of the entities, the records plotted and the record from which the map has been opened will be listed. User can select the relationship through which they want to associate the records . Here, the record from which the map was opened has been selected by default. User can also select another record as per their requirement to associate with the plotted records.

This option will be visible in Mass Actions only if the map has been opened using map button on a record.

Associate records with many-to-many relationship

‘Associate records’ feature can also be used for many-to-many relationship. Users can associate multiple records of an entity with another related entity record. The related entity record can be an existing or new one.

For an instance, we have two entities Doctor and Patient with many-to-many relationship. Let’s say, the user opens the record of ‘Dr Danny’ of the entity ‘Doctor’ and clicks on ‘Map’ button to plot the record on the map.

Now in the map, user can choose entity Patient as Datasource to plot multiple patients on the map. In this case, the Active patients are plotted.

Now user can click on a record of Patient and select the option of ‘Associate Records’ from the Tooltip card to open the window. Here, select the relationship Patient N:N Doctor.

Associate with Existing Record

This option can be selected in order to view the list of the Existing Records of the Middle Entity. Here select a record from the list and ‘add’ to associate the records of the Entities Doctor and Patient.

Note: Associate record for many-to-many relationship can only be performed through the tooltip card and cannot be performed from the Mass Actions.

Auto Scheduling: This can be used to create a schedule for one or more users automatically. Refer to the section of Auto scheduling to know how Auto Scheduling works.

For any queries, reach out to us at

crm@inogic.com