Workflows

Maplytics ship the following workflows:

• Geocoding workflows – These geocodes addresses the records and provides the values for respective Latitude and Longitude.

• Territory Assignment workflow – This assigns territories to CRM records on the basis of the addresses in the respective records.

• Driving Instructions workflow – This automatically generates directions (in HTML and Plain text format) between two related entity records using their respective addresses.

• Get Time zone workflow – This provides the time zone of the respective records in which they lie based on their addresses.

Geocoding workflow is configured for Account, Lead, and Contact entities and Territory workflow for Account by default. The user can set up these workflows for custom entities also.

To run the workflow, please make sure the Microsoft Dynamics CRM Asynchronous Processing service is running as shown in the below screenshot.