# Maplytics Maplytics™ is a leading geo-analytical mapping app certified for Microsoft Dynamics 365 CRM. Maplytics empowers users across verticals with the power of Geographical Data Visualization, Optimized Routing, Automated Appointment Planning, Proximity Search, Heat Maps, Shape Overlay, Census data visualization and Territory Management to drive better sales, improve business processes and engage the right customers at the right time. **Download 15 days** [**FREE TRIAL**](https://www.maplytics.com/maplytics-dynamics-maps-apps-trial) **from our** [**website**](https://bit.ly/3jOQtyu) **or** [**Microsoft AppSource**](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.map-territory-route-radius-maps-dynamics-365-crm?tab=Overview) **today! Check out our** [**Video Library**](https://www.youtube.com/channel/UCM4V7ousgLSu1hbOEv4DUuQ) **for more such videos on Maplytics!** {% embed url="" %} Maplytics is available for Microsoft Dynamics versions CRM 2013 and above and supports all deployment models of CRM On-Premise (IFD as well), CRM Online and Partner-hosted. It uses the API services provided by Bing maps.\ \ The following are the highlights of Maplytics: * Ease of access * Compatible with Dynamics 365 App for Phones and Tablets * Multiple language support * Plot multiple OOB & custom entities on map * Hierarchal Territories * Area of Service * Search nearby records with Proximity Search * Auto Scheduling for multiple users * Track field reps’ activities with Check-In * Custom icons for pushpins * Multiple categories on plot card * PowerApps Component Framework * Multiple categorizations for single entity * Multiple territories for a record * Spider Cluster * Building Marketing list * Pie Charts and Column Charts in Heat Map * Overlay * Merged Plot and Route view * Maplytics Security Template * Point of Interest search * Layer Menu * Concentric Proximity search * Land Area Mapping * Bulk geographies upload * Shape operations * Territory Management * Auto-Territory Creation * Real-Time Tracking * Maplytics API * Territory Assignment Rules * Draft Territories * Azure Maps Integration * Census data visualization * Support for CDS * Data grid resizable * Plot Saved Templates on individual records * Configurable color-coded pushpins * Routing with multiple waypoints * Along the Route search * Ability to Save & Share Driving directions * Sales analysis with Heat Maps * Summary Card on Detail and Heat Map * Configurable color for Heat Map measure * Maplytics Dashboards with configurable queries * Geocoding Confidence Rating * Turn-by-turn navigation on mobiles & tablets * Seamlessly integrated within Dynamics * CRM / Dynamics 365 Customer Engagement * View travel distance on proximity search * Multi-search layer in Detail map Control | Availability | Deployment | | ------------------------------- | ---------------------- | | Dynamics 365 CRM v8.2 and above | On-Premises and Online | | Dataverse(Power Apps) | | # Azure Maps, Google Maps, Mapbox # What's New ## Version 9.0.15.0 - 2026-07-30 Maplytics lets users choose a suitable map provider between Google Maps, Azure Maps, and Mapbox. ## Version 9.0.14.0 - 2025-09-16 [MapCopilot](https://docs.maplytics.com/features/mapcopilot) - Maplytics' AI-powered Assistant ## Version 9.0.13.0 / Version 8.0.15.0 - 2025-03-12 [Maplytics in Canvas App](https://docs.maplytics.com/features/maplytics-in-canvas-app) Azure Maps - [Maplytics List Control](https://docs.maplytics.com/features/maplytics-list-control) [Plot from File](/features/plot-records-on-map/plot-from-file) [Map Edit Control for Record](https://docs.maplytics.com/features/powerapps-component-framework/map-edit-control-for-record) [My Territory My Team Territory](https://docs.maplytics.com/features/plot-records-on-map/by-territory) [Category Enhancement](/features/plot-records-on-map/category/multiple-categorization-for-single-entity) [Territory Enhancement](https://docs.maplytics.com/features/territory-management/draft-territories) [Navigation in Route Waypoints](https://docs.maplytics.com/features/routing-optimization/redirect-with-apple-maps) ## Version 9.0.12.0 / Version 8.0.14.0 - 2024-07-06 [Maplytics on Power Pages](https://docs.maplytics.com/features/powerapps-component-framework/map-view-control-for-record/pcf-control-in-portal-power-pages) [Smarter Territory Management](https://docs.maplytics.com/features/territory-management/create-new-territory) [Enhanced Multiple Addresses Visualization](https://docs.maplytics.com/features/multi-address-plotting) [Maplytics Template](https://docs.maplytics.com/features/plot-records-on-map/by-template)[ Enhancement](https://docs.maplytics.com/features/plot-records-on-map/by-template) Skill-Based[ Auto Scheduling](https://docs.maplytics.com/features/auto-scheduling/characteristic-based-scheduling) [Enhanced Search on Map](https://docs.maplytics.com/features/plot-records-on-map/search-record) ## Version 9.0.11.2 / Version 8.0.13.1 - 2024-06-02 [Plot By Territory in PCF](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) [Data Grid Pagination Marketing List & Export to Excel](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) [Lasso Tool in Detail Map and Mobile](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) [POI Enhancement in Mobile](https://docs.maplytics.com/features/maplytics-tablet-mobile) [Trip Summary in Mobile](https://docs.maplytics.com/features/maplytics-tablet-mobile) ## Version 9.0.11.0 / Version 8.0.13.0 - 2023-29-10 * [Frequency Detail Feature](https://docs.maplytics.com/features/auto-scheduling/configuration-details-for-auto-scheduling/frequency-detail-feature) * [Recursive Scheduling with Frequency Detail Feature](https://docs.maplytics.com/features/auto-scheduling/configuration-details-for-auto-scheduling/frequency-detail-feature/recursive-scheduling-with-frequency-detail-feature) * [Smart Route](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Favorite Places](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Map My Current Location](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Follow and Unfollow](https://docs.maplytics.com/features/plot-records-on-map/tooltip-card/quick-call-to-action-buttons) * [Multiple Routing](https://docs.maplytics.com/features/routing-optimization/optimize-direction) * [Shape Operation in PCF](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Search By Template](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Drive Time Zone](https://docs.maplytics.com/features/proximity-search/proximity-by-distance) * [Driving Instruction Workflow](https://docs.maplytics.com/features/workflows/configure-driving-instruction-workflow) ## Version 9.0.10.0 / Version 8.0.12.0 - 2023-02-06 * [Area Of Service Advancement](https://docs.maplytics.com/features/area-of-service/advanced-area-of-service) * [Plot by Shapefile within By Drawing option](https://docs.maplytics.com/features/plot-records-on-map/by-drawing/by-file-within-by-drawing) * [Search Record](https://docs.maplytics.com/features/plot-records-on-map/search-record) * [Additions to Detail Map Control for Database](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * [Changes to Batch Processing Tool](https://docs.maplytics.com/features/batch-processing-tool) * [Search Record on Mobile](https://docs.maplytics.com/features/maplytics-tablet-mobile/detail-map/search-record) * [Data Grid on Mobile](https://docs.maplytics.com/features/maplytics-tablet-mobile/detail-map/data-grid) ## Version 9.0.9.0 / Version 8.0.11.0 - 2022-02-10 * New interface of [Auto Scheduling](https://docs.maplytics.com/features/auto-scheduling/advanced-preferences/existing-meetings) * [Actual and Proposed Route Tracking](https://docs.maplytics.com/features/routing-optimization/proposed-and-actual-route-tracking) * [ArcGIS Feature Layers Support](https://docs.maplytics.com/features/territory-management/by-arcgis) * 3Dimensional Street View * [Apple Maps Support in Navigation Link](https://docs.maplytics.com/features/routing-optimization/redirect-with-apple-maps) ## Version 9.0.8.0 / Version 8.0.10.2 - 2022-01-11 * [Address Autosuggest Control](https://docs.maplytics.com/features/powerapps-component-framework/address-autosuggest-control) * New interface for Maplytics Integration within [Dynamics Mobile App](https://docs.maplytics.com/features/maplytics-tablet-mobile) * Visualize [Category Donuts on Dashboards](https://docs.maplytics.com/features/maplytics-dashboard/view-category-donuts-in-dashboard) * Multiple Datasource ## Version 9.0.7.0 / Version 8.0.10.0 - 2022-01-12 * Enhancement in individual map * [Real-Time Tracking](https://docs.maplytics.com/features/real-time-tracking) * [Multi-Search Layer in Detail Map Control](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) * Multiple Proximities in Detail Map Control * [Multi-Address support](https://docs.maplytics.com/features/multi-address-plotting) * [Route to a Record](https://docs.maplytics.com/features/route-to-a-record) * Record’s image on hover/click * Save template on dashboard * Enhancement in individual map * Enhancement in associate records ## Version 9.0.6.0 / Version 8.0.9.0 - 2021-05-12 * Enhancement in UI/UX * [Real-Time Tracking for Field Service](https://docs.maplytics.com/features/real-time-tracking) * [Maplytics API ](https://docs.maplytics.com/features/maplytics-api) * [Land area mapping](https://docs.maplytics.com/features/land-area-mapping) * [Territory assignment rule ](https://docs.maplytics.com/features/territory-assignment-rule) * [Hierarchial Territories ](https://docs.maplytics.com/features/hierarchal-territories) * Show all/relevant territories to users * Override existing territory * Edit existing territories with shapes from map * Select and save [pushpins ](https://docs.maplytics.com/features/plot-records-on-map/set-colors-and-shapes-for-pushpins)from Detail map * Add Notes & attachment while [Checking-in/out ](https://docs.maplytics.com/features/check-in-check-out) * Create pending [Check-in/out requests ](https://docs.maplytics.com/features/check-in-check-out/untitled-1) * [Download map ](https://docs.maplytics.com/features/plot-records-on-map/download-map)with legend * Enhancement in [send route email ](https://docs.maplytics.com/features/routing-optimization/optimize-direction) * Enhancement in [PCF control - Detail Map Control](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset) ## Version 9.0.0.5 / Version 8.0.8.0 - 2020-10-07 * New option to set [Advanced Preferences](https://docs.maplytics.com/features/auto-scheduling/advanced-preferences) for creating Auto Schedules. * [Edit User Details](https://docs.maplytics.com/features/auto-scheduling/advanced-preferences/user-details) in Advanced Preferences to create auto schedules for multiple users at once * Set [Individual Meeting Duration](https://docs.maplytics.com/features/auto-scheduling/advanced-preferences/meeting-details) while generating schedules for clients. * [Consider Existing Meetings](https://docs.maplytics.com/features/auto-scheduling/advanced-preferences/existing-meetings) for your field reps in Advanced Preferences. * [Auto Create Territories](https://docs.maplytics.com/features/territory-management/auto-territory-creation) by adding a number of territories on the Create Territory Card. * [Assign the Auto Created Territories](https://docs.maplytics.com/features/territory-management/auto-territory-creation/assign-territories-to-record) to the respective records plotted on the map. * Save the work on your territories under progress by saving them as [Draft](https://docs.maplytics.com/features/territory-management/draft-territories). * Assign a Security Template by adding or removing [multiple users or teams](https://docs.maplytics.com/personalization/maplytics-security-template) at once. * Additional Maplytics features in [Detail Map PCF Control](https://docs.maplytics.com/features/powerapps-component-framework/detail-map-control-for-dataset). ## Version 9.0.4.14 / Version 8.0.7.7 - 2020-04-15 * Perform actions on the record right from the page without switching screens with [PowerApps Component Framework.](https://docs.maplytics.com/features/powerapps-component-framework) * Follow an optimized route specifically designed for trucks with [Truck Routing.](https://docs.maplytics.com/features/routing-optimization/directions-card/truck-route) * [Search nearby POI](https://docs.maplytics.com/features/point-of-interest-poi-locations) locations by entering the search criteria in the search bar. * Select three categories for a single entity with [Category Enhancement.](https://docs.maplytics.com/features/plot-records-on-map/category/multiple-categorization-for-single-entity) # Installation There are two sources to install Maplytics: * [Install from Microsoft Marketplace](https://docs.maplytics.com/installation/install-from-microsoft-appsource) * [Install from Website](https://docs.maplytics.com/installation/install-from-website) # Install from Microsoft Marketplace Maplytics is a 5-star rated, certified Solution on Microsoft Marketplace, and it can be installed directly from Microsoft's Marketplace page for Dynamics 365, Dataverse, Power Apps, and Power Pages. # Support for Dynamics 365 To install the Maplytics solution from the Microsoft Marketplace, [visit the Marketplace Page](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?exp=kyyw\&tab=Overview) and follow the steps shown below. Click on the **FREE TRIAL** button.
If the user is already logged into CRM, accept the terms & conditions and click on **Continue**. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQcS4X07-QETEzwb-%2Fsupport%20for%20cds%20and%20power%20apps%202.jpg?alt=media\&token=5f5deaf2-df17-4822-9d65-389b8c0b336c) If the user is not logged into CRM, fill in the credentials and Sign in. ![](/files/-Mdm_wqMxgWYGvGynoB1) Next, confirm the details in the form, accept the terms & conditions, and click on Continue. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Support for Dataverse(CDS) If the user does not have Dynamics CRM, they can still use Maplytics by subscribing to the PowerApps platform. This platform comes packaged with some base entities that include Accounts and Contacts, along with other platform entities to provide support for its security and other infrastructure. To install the Maplytics solution from the Microsoft Marketplace, [visit the Marketplace page](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.map-route-territory-powerapps) and follow the steps shown below. Click on the **FREE TRIAL** button.
If the user is already logged into CRM, accept the terms & conditions and click on **Continue**. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQcS4X07-QETEzwb-%2Fsupport%20for%20cds%20and%20power%20apps%202.jpg?alt=media\&token=5f5deaf2-df17-4822-9d65-389b8c0b336c) If the user is not logged into CRM, fill in the credentials and Sign in. ![](/files/-Mdm_wqMxgWYGvGynoB1) Next, confirm the details in the form, accept the terms & conditions and click on Continue. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Access Maplytics in PowerApps To access the Maplytics App, click on Apps at the **Left navigation pane > Select Maplytics App.** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJkNOA_FkrszbeQcAjy%2F-MJkZ9hJy3wH4HsFfOXe%2Fselect%20maplytics%20power%20apps.png?alt=media\&token=a57a19ee-4e3c-493f-84d7-3d95d0d20675) ## **Activate and configure Maplytics:** To access the Maplytics user needs to Activate and Configure Maplytics to start the license and configure the basic Entity maps, Dashboards and Census data. * Go to **Maplytics App > Settings > License registration > Click on Activate** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MGRzQnPIsvHEYUKIcAA%2F-MGSAIPpCYT6J4cuLLSB%2F2020_09_05_12_57_25_.png?alt=media\&token=56fe5ff7-22b8-4eb1-a859-f99ff1b0940a) * To install Maplytics Configuration records like Dashboards, Entity Map and Personalization click on the Configure button. ![](/files/-Mdu5o7jdACmMArba1IH) * These records will be based on the modules installed in CRM (Sales, Customer Service, and Field Service). This will also configure shape files for Census data as well as Assets for truck route. The user can choose the records they want to configure. By default, all the records will be checked. ![](/files/-MbN121nQLzH6ALC99Dr) Create Personalized Records: For existing customers, if the User Configuration Detail records are not there, user can select this option and click on ‘Proceed’ to create the User Configuration Detail records for all the user which are there in the Maplytics team. {% hint style="info" %} Note: * If the Entity Maps are not created for any entity, it will be created while reconfiguration. * If the Entity Map is already created for any entity, changes done to the Entity Map by the user will remain intact. * Modules which are not installed in the organization will get listed in the Maplytics Configuration window, but it will be deactivated. User cannot select the Entity Maps /Dashboards for that module. * By default, the Census data records are not checked for configuration. If the user wants to configure the Census data, please select the check boxes for Census data before clicking on ‘Proceed’. While reconfiguring, the existing Census data territories, the geographies and the categories set within, will get deleted. {% endhint %} ### Use Own Bing Maps Key Within the subscription of Maplytics licenses, Maplytics ships Bing Maps Key in order to allow users to use Bing maps API within their CRM. However, user can also choose to use their own Bing Maps Keys for the same. To enable their own Bing Maps Key, user can follow the steps mentioned below: Go to **Maplytics App > Settings > License Registration > Configure > Bing Maps Key > Enter their own Bing Maps Key > click on Update This will start using the entered Bing Maps key while the user uses Bing maps API** ![](/files/-Mdu5WKs4dcc12JZcIOA) ### **Add users to Maplytics team:** * Go to **Maplytics App >** **Settings > Teams > Maplytics team > Add users** * Entities of leads, Cases, Opportunity, Invoices are not available in PowerApps * Marketing lists are not available * While configuring, four Entity maps will get created for Accounts, Contacts, Appointments and Customer Address * Only three dashboards will get shipped on configuration ### Create a new environment and database 1. Go to [**admin.powerapps.com**](https://admin.powerapps.com/) **> log in using PowerApps** credentials. 2. Click on **‘New environment’ > Enter the details > Create an environment** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQnzy9m-MvyNX2Sj_%2Fsupport%20for%20cds%20and%20power%20apps%2010.jpg?alt=media\&token=f1acc365-dcc4-4949-bf90-3d1cd5739e19) 3\. Click on **‘Create database’ > Select the required details > Create database** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQtiA0qZvtQzrv6Ex%2Fsupport%20for%20cds%20and%20power%20apps%2011.jpg?alt=media\&token=13c05162-7b59-4d42-bc10-da336f028734) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQyBF5bKI_eaDRdMb%2Fsupport%20for%20cds%20and%20power%20apps%2012.jpg?alt=media\&token=ee8bd11b-ad09-42e7-a37e-f151f556bafd) **4.** Click on **‘Navigate to other Applications’ > All apps > Powerapps > Select the required environment** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MEvmOZPsPegM8f5Atya%2F-MEvpOVK14kOi_QH1XsG%2F1.png?alt=media\&token=683c6985-1e25-49f7-bda4-73348aeaac64) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MEvmOZPsPegM8f5Atya%2F-MEvpkEfEM7Ydhit1_xC%2F1.png?alt=media\&token=76357dba-0192-41e0-8c4c-6779dd901d6c) User can use the credentials of the environment to log in to PowerApps and select the Maplytics app to perform Maplytics features. Use the buttons ‘Details Map’ or the ‘Heat Map’ to open the respective maps. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwR1c-koLj9EjSzshL%2Fsupport%20for%20cds%20and%20power%20apps%2016.jpg?alt=media\&token=afc1826d-b8f6-43be-8ce8-9cc6200ccf71) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Multi-language Map This helps to load Azure maps in the language that is set in the User Interface Language. This is enabled as the user configures Maplytics. ![](/files/-MbN1BQyIiTQ3kxnWCOp) {% hint style="info" %} Notes: * If user selects a language other than those supported in Maplytics, the map will load in default English language * To setup Multi-language map, user needs to click on configure at least once after importing Maplytics solution {% endhint %} Upon successful completion, it will open a tab with Team Maplytics created. The user needs to add required Member to the Team as shown below; ![](/files/-MbN1GM11_QwzgqgxnZs) {% hint style="info" %} **Note: We’re auto assigning ‘Maplytics User’ role to Team ‘Maplytics’** {% endhint %} To customize Maplytics, please make sure to assign ‘Maplytics Admin’ security role to the required member. Please find the below-mentioned description of Maplytics’ s security roles: * **Maplytics Admin:** Assign this security role to Administrator/s of Maplytics where they can have access to all custom entities specific to Maplytics like entity map, etc. Admin role should be assigned to an individual who would be involved in configuring and creating Entity Maps and Dashboards for Maplytics. * **Maplytics Users:** Assign this security role to all other users who would be only using Maplytics. * **Maplytics Territory manager:** Assign this security role to all the users who would be using Territory management. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Install from Maplytics Website Maplytics can be downloaded from the official Maplytics website for a free trial or as a full version for your Dynamics 365/CRM, Dataverse, Power Apps, and Power Pages. # Support for Dynamics 365 {% embed url="" %} Go to [Maplytic Download Page](https://www.maplytics.com/maplytics-download), choose the Dynamic 365 CRM version for installation, and then click 'Download' to start your download.
Your download will begin. Save your compressed Maplytics file. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MHjkK4MSGfUJstkMs8L%2F-MHjtfd8gynARENCor17%2F2020-09-21%2014_31_05-Greenshot.png?alt=media\&token=0fe681cd-0414-4784-a9ea-1c7d078d16d3) Extract the folder, and you will find Managed Solution file as shown below: ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzjvpu_Dze5l0qaal0%2F-MIzl2ezDV4dSqeXBqcc%2F1.jpg?alt=media\&token=4f93d9a5-310a-40da-85d5-83e13b1078c0) The file name can vary depending on the CRM version: * Dynamics 365 Online Version 9.x – Maplytics\_9\_0\_4\_0\_managed * Dynamics 365 / CRM 2016 – Maplytics\_8\_0\_7\_0\_managed Now you need to import the Maplytics Managed solution that will be included in the extracted folder. ## Import solution in Dynamics CRM: Follow the steps to import and install **Maplytics** solution. * Navigate to Advanced Settings on Gear Icon on top right to import the solution. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89p_Bzly4jmOhriu5t%2F-M8A6uSCrl7gY04UVCzV%2F1.png?alt=media\&token=4f664fe4-d3d2-4915-8d43-7f414b4f125d) * Navigate to Settings --> Solutions. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89p_Bzly4jmOhriu5t%2F-M8A7uSX56No6LdPEieR%2F2.png?alt=media\&token=63196972-4afe-4264-823c-a6be13272495) * Click on Import. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M89p_Bzly4jmOhriu5t%2F-M8A7yiby20lcex3kHZZ%2F3.png?alt=media\&token=84c7d7e7-0a57-444f-99ba-ab78cf094612) * Browse the downloaded file. To import the managed solution, Go to **Maplytics App >** **Settings > Solution > Import > Browse the managed solution > Import** While importing the Solution, please check the ***‘'*****Enable any SDK’** message as shown in the below screenshot. {% hint style="info" %} **CRM 2013 and CRM 2015:** When we create a solution, we use the vanilla box of CRM. After importing Maplytics solution, all entity level properties of Account/Contact/Lead are overridden. So after installation, you have to set those properties manually. The example would be auditing, if you have turned on the auditing then it will turn off after importing Maplytics solution. So you have to turn it on manually. **CRM 2016 and above:** Entity-level properties will remain the same as before importing the solution. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Support for Dataverse(CDS) Go to [Maplytic Download Page](https://www.maplytics.com/maplytics-download), choose the Dynamic 365 CRM version for installation, and then click 'Download' to start your download.
Your download will begin. Save your compressed Maplytics file. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIhNRJNqsbaku1Yqc8U%2F-MIi5hFtTr-AOH77PKvW%2F2020-10-03%2016_24_40-Greenshot.png?alt=media\&token=c22ac1d6-434a-4771-8a46-07e6abb526f5) Extract the folder, and you will find Managed Solution file as shown below: ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MOY7mdmdhdZ3sx-_X8h%2F-MOY9AXFEimWxGGZQOmK%2F2020-12-15%2002_58_39-Greenshot.png?alt=media\&token=c852efa2-f43f-4cea-8120-e9ee39cf7253) The file name can vary depending on the Dataverse(CDS) version: * CDS Online Version 9.x – Maplytics4CDS\_9\_0\_5\_1\_managed To import the solution from make.powerapps.com follow the steps as shown below: 1\. Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs\&utm_medium=linkinadoc\&utm_campaign=referralsfromdoc). After signing in, select the instance on which you want to install the solution. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNh4u0d4zt8rE2XmflV%2F-MNhA-cBBfa7fvMcf5Cm%2F1.png?alt=media\&token=c4c9f826-6c99-4957-a034-ff3e39cc4347) 2\. From the left navigation, click on **Solutions** as shown below. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNh4u0d4zt8rE2XmflV%2F-MNhA31H0_A6rglNaRKW%2F2.png?alt=media\&token=cb3975b5-4b67-432e-8ee4-9b654f5d81bb) 3\. Click on **Import** on the command bar. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNh4u0d4zt8rE2XmflV%2F-MNhA6r-E8pFgA7WT6zv%2F3.png?alt=media\&token=456d5f49-76ef-43e2-8c96-e3748296392e) 4\. On the **Import a solution** page, select **Solution** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MNh4u0d4zt8rE2XmflV%2F-MNhAAgn9Z-KUaEesyUm%2F4.png?alt=media\&token=11f6d793-8fba-4554-b77b-f460d510eaa7) Locate the previously downloaded compressed (.zip) file that contains the solution and select it. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MOY7mdmdhdZ3sx-_X8h%2F-MOYBR942eBtRGaRm7dq%2F2020-12-15%2003_07_33-Greenshot.png?alt=media\&token=c64bb780-10a1-4197-b942-03bf70027eb8) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MOU_MKW_5wXwd1I8eLg%2F-MOU_s-FA0l2uca0OB4z%2F2020-12-09%2008_01_05-Greenshot.png?alt=media\&token=b114e656-58fa-4ef8-b4e7-931d36ef142a) 5\. Select Next. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MOZRZ4zKERmFcHa2le7%2F-MOZSgvmy8mu2j8tjZ-k%2F2020-12-15%2003_08_24-Greenshot.png?alt=media\&token=dc67910c-ae4a-47e3-b14d-f5c95198a606) ​ 6\. Select Import. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MOU_MKW_5wXwd1I8eLg%2F-MOUaOKYDQnc7jKCaq1e%2F2020-12-09%2008_28_40-Greenshot.png?alt=media\&token=e1bf91dd-c2cb-40f7-bd2e-7b9634963e30) Your solution imports in the background and may take a few moments. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Access Maplytics in PowerApps To access the Maplytics App, click on Apps at the **Left navigation pane > Select Maplytics App.** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJkNOA_FkrszbeQcAjy%2F-MJkZ2SguDgzJxaNpiwD%2Fselect%20maplytics%20power%20apps.png?alt=media\&token=1864d36f-cd85-4cb5-813c-89f1dd3091dd) ## **Activate and configure Maplytics:** To access Maplytics, user needs to Activate and Configure Maplytics to start the license and configure the basic Entity maps, Dashboards and Census data. * Go to **Maplytics App > Settings > License registration > Click on Activate** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MGRzQnPIsvHEYUKIcAA%2F-MGSAIPpCYT6J4cuLLSB%2F2020_09_05_12_57_25_.png?alt=media\&token=56fe5ff7-22b8-4eb1-a859-f99ff1b0940a) * To install Maplytics Configuration records like Dashboards, Entity Map and Personalization click on the Configure button. ![](/files/-Mdu5o7jdACmMArba1IH) * These records will be based on the modules installed in CRM (Sales, Customer Service, and Field Service). This will also configure shape files for Census data as well as Assets for truck route. The user can choose the records they want to configure. By default, all the records will be checked. ![](/files/-MbN121nQLzH6ALC99Dr) Create Personalized Records: For existing customers, if the User Configuration Detail records are not there, user can select this option and click on ‘Proceed’ to create the User Configuration Detail records for all the user which are there in the Maplytics team. {% hint style="info" %} Note: * If the Entity Maps are not created for any entity, it will be created while reconfiguration. * If the Entity Map is already created for any entity, changes done to the Entity Map by the user will remain intact. * Modules which are not installed in the organization will get listed in the Maplytics Configuration window, but it will be deactivated. User cannot select the Entity Maps /Dashboards for that module. * By default, the Census data records are not checked for configuration. If the user wants to configure the Census data, please select the check boxes for Census data before clicking on ‘Proceed’. While reconfiguring, the existing Census data territories, the geographies and the categories set within, will get deleted. {% endhint %} ### Use Own Bing Maps Key Within the subscription of Maplytics licenses, Maplytics ships Bing Maps Key in order to allow users to use Bing maps API within their CRM. However, user can also choose to use their own Bing Maps Keys for the same. To enable their own Bing Maps Key, user can follow the steps mentioned below: Go to **Maplytics App >** **Settings > License Registration > Configure > Bing Maps Key > Enter their own Bing Maps Key > click on Update This will start using the entered Bing Maps key while the user uses Bing maps API** ![](/files/-Mdu5WKs4dcc12JZcIOA) ### **Add users to Maplytics team:** * Go to **Maplytics App >** **Settings > Teams > Maplytics team > Add users** {% hint style="info" %} * Entities of leads, Cases, Opportunity, Invoices are not available in PowerApps * Marketing lists are not available * While configuring, four Entity maps will get created for Accounts, Contacts, Appointments and Customer Address * Only three dashboards will get shipped on configuration {% endhint %} ### Create a new environment and database 1. Go to [**admin.powerapps.com**](https://admin.powerapps.com/) **> log in using PowerApps** credentials. 2. Click on **‘New environment’ > Enter the details > Create an environment** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQnzy9m-MvyNX2Sj_%2Fsupport%20for%20cds%20and%20power%20apps%2010.jpg?alt=media\&token=f1acc365-dcc4-4949-bf90-3d1cd5739e19) 3\. Click on **‘Create database’ > Select the required details > Create database** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQtiA0qZvtQzrv6Ex%2Fsupport%20for%20cds%20and%20power%20apps%2011.jpg?alt=media\&token=13c05162-7b59-4d42-bc10-da336f028734) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwQyBF5bKI_eaDRdMb%2Fsupport%20for%20cds%20and%20power%20apps%2012.jpg?alt=media\&token=ee8bd11b-ad09-42e7-a37e-f151f556bafd) **4.** Click on **‘Navigate to other Applications’ > All apps > Powerapps > Select the required environment** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MEvmOZPsPegM8f5Atya%2F-MEvpOVK14kOi_QH1XsG%2F1.png?alt=media\&token=683c6985-1e25-49f7-bda4-73348aeaac64) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MEvmOZPsPegM8f5Atya%2F-MEvpkEfEM7Ydhit1_xC%2F1.png?alt=media\&token=76357dba-0192-41e0-8c4c-6779dd901d6c) User can use the credentials of the environment to log in to PowerApps and select the Maplytics app to perform Maplytics features. Use the buttons ‘Details Map’ or the ‘Heat Map’ to open the respective maps. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIwPr_jdarTRHfkimrk%2F-MIwR1c-koLj9EjSzshL%2Fsupport%20for%20cds%20and%20power%20apps%2016.jpg?alt=media\&token=afc1826d-b8f6-43be-8ce8-9cc6200ccf71) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Multi-language Map This helps to load Azure maps in the language that is set in the User Interface Language. This is enabled as the user configures Maplytics. ![](/files/-MbN1BQyIiTQ3kxnWCOp) {% hint style="info" %} Note: * If user selects a language other than those supported in Maplytics, the map will load in default English language * To setup Multi-language map, user needs to click on configure at least once after importing Maplytics solution {% endhint %} Upon successful completion, it will open a tab with Team Maplytics created. The user needs to add required Member to the Team as shown below; ![](/files/-MbN1GM11_QwzgqgxnZs) {% hint style="info" %} **Note: We’re auto assigning ‘Maplytics User’ role to Team ‘Maplytics’** {% endhint %} To customize Maplytics, please make sure to assign ‘Maplytics Admin’ security role to the required member. Please find the below-mentioned description of Maplytics’ s security roles: * **Maplytics Admin:** Assign this security role to Administrator/s of Maplytics where they can have access to all custom entities specific to Maplytics like entity map, etc. Admin role should be assigned to an individual who would be involved in configuring and creating Entity Maps and Dashboards for Maplytics. * **Maplytics Users:** Assign this security role to all other users who would be only using Maplytics. * **Maplytics Territory manager:** Assign this security role to all the users who would be using Territory management. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Getting Started ## Getting Started This section will guide you through the following points: * [​License Activation](https://docs.maplytics.com/getting-started/license-activation): The first step to getting started is to activate the license of the solution. * [​Configuration:](https://docs.maplytics.com/getting-started/configuration) The next step is to configure Dashboards, Entity maps, Shape files, etc. for use in Maplytics * [Add Users to Team:](https://docs.maplytics.com/getting-started/add-users-to-team) After configuration, you need to go to the Teams page of Maplytics and add users whom you want to provide access to Maplytics. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # License Activation ## Activate: For License Activation- Navigate to **Maplytics App -> Settings -> License Registration and Activate** the license.
For the trial version, fill up the data in the ***License Registration*** section and click on the ‘***ACTIVATE***’ button, which will activate the product license for 15 days. In the case of purchase or to extend the trial, click on the ‘***SEND REQUEST***’ button, which will send an email to us with the details entered in the ***License Registration section.*** Once the request has been processed, you will receive an email from our end, and then you can click on the ‘***ACTIVATE***’ button to activate/extend the license.
In case you are not able to activate the license using the ‘***Activate***’ button, then we have provided an alternate option. In that case, we will provide you a license file which you can browse from the ***‘License Registration using (\*.lic) file’*** and click on the ‘***Register***’ button to activate the license. ## Notify About License: If you want to notify any user about any issues regarding licensing then the System admin needs to enter the details in the Notification section. ***From**:* Select the user in your CRM who has email configured and can be used to send emails. ***To:*** Select the user to whom the Notification email should be sent. ***Notify Inogic:*** If this is checked then an Account will be created in your CRM with the name “Inogic” and email address . The notification emails will also be sent to Inogic at ***Notification Interval:*** This decides how often you want to send the notification email before the issue gets resolved: Once a Day or once a week or once a month. After filling in the Details click on ‘**ACTIVATE**’ for activating the Trial Version for 15 days. The license is issued based on the details filled in the CRM Details section. The User License is the count of active users in the CRM.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Configuration To configure Dashboards, Entity maps, Shape files, etc., for use in Maplytics, click on the ***Configure*** button. ![](/files/-Mdu5o7jdACmMArba1IH) These records will be based on the modules installed in CRM (Sales, Customer Service, and Field Service & Census data). The user can choose the records they want to configure. By default, all the records will be checked. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzph7S3svUJbVziL8E%2F-MIzqi-ZnYaFq59EOLAf%2Fconfig%202.jpg?alt=media\&token=5c755992-9feb-41c4-9bb3-dc3b019252a2) **Create Personalized Records:** For existing customers, if the User Configuration Detail records are not there, the user can select this option and click on ‘Proceed’ to create the User Configuration Detail records for all users who are there of the Maplytics team. {% hint style="info" %} * If the Entity Maps are not created for any entity, they will be created while reconfiguration. * If the Entity Map is already created for any entity, changes made to the Entity Map by the user will remain intact. * Modules that are not installed in the organization will get listed in the Maplytics Configuration window, but they will be deactivated. The user cannot select the Entity Maps /Dashboards for that module. * By default, the Census data records are not checked for configuration. If the user wants to configure the Census data, please select the check boxes for Census data before clicking on ‘Proceed’. While reconfiguring, the existing Census data territories, geographies, and categories set within will be deleted. {% endhint %} When you enable the **Territory Management** or **Auto-Scheduling** add-on, you need to configure it to create the respective security team—**Maplytics - Territory Management** or **Maplytics - Auto-Scheduling**—and add users to these teams to grant access. To create the **Maplytics - Territory Management** or **Maplytics - Auto-Scheduling** team, follow the steps below: 1. Navigate to **Maplytics App → Settings → License Registration** 2. Click on **Configure** 3. Click **Proceed** (refer to the screenshot below for guidance)
Clicking Proceed will create the **Maplytics - Territory Management or Maplytics - Auto-Scheduling team**, depending on the add-on selected. \ Once created, open the relevant team and add the users who require access to **Territory Management or Auto-Scheduling**. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Add Users to Team After configuration, you need to go to the Teams page of Maplytics. Here, you can add users to the Maplytics team whom you want to provide access to Maplytics. You can also go to the Maplytics team from the Maplytics App. To do this, go to Settings > Teams > Maplytics team > Add users. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJjdoWigaMs30Gkj7ya%2F-MJk1DH2Q8_U9or_YtHD%2Fadd%20user%20to%20team%201.jpg?alt=media\&token=5d955e78-43a3-408f-964f-5a1622689da7) {% hint style="info" %} ***The number of users added to the Maplytics team should be equal to the number of users for which the trial has been activated.*** {% endhint %} ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJjdoWigaMs30Gkj7ya%2F-MJk1Mdq0daLBsNhs5sL%2Fadd%20user%20to%20team%202.jpg?alt=media\&token=a1a22741-81dc-4afb-afa2-246b5f77b782) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Upgrade This section contains the steps to be followed to upgrade to the latest version of Maplytics. # Upgrade from Microsoft AppSource There are two sources to upgrade Maplytics from Microsoft AppSource: * [For Dynamics 365](https://docs.maplytics.com/upgrade/upgrade-from-microsoft-appsource/for-dynamics-365) * [For Dataverse](https://docs.maplytics.com/upgrade/upgrade-from-microsoft-appsource/for-dataverse) # For Dynamics 365 To upgrade Maplytics solution from the Microsoft AppSource, [visit AppSource page](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview) and follow the steps shown below. Click on the **FREE TRIAL** button. When a new user clicks on the free trial button the latest Maplytics solution will get installed in their instance. However, for an existing user, clicking on the ‘free trial’ button will upgrade Maplytics solution in the instance to the latest version. ![](/files/QPG1A47ijuls6h3VvcgX) Thereafter, the user needs to enter the CRM credentials to Login. ![](/files/TF15D7nm5uYtWFJ854JQ) Then, the user needs to accept the terms & conditions and click on **Continue**. ![](/files/JdoyiNZZ3NgLn6REO2Ep) On the power platform admin center page that comes on the screen, select the environment, accept the terms and click on install. ![](/files/5Nm1zVkvKTvebdQWAvtv) When installed, this window comes up on the screen. ![](/files/DJa8R4dWaCaOVfAmZWTD) Then, go to [ admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com/environments) and then log in using CRM credentials. Select the environment and then go to Maplytics App > Settings > License Registration > Configure. Click on Configure to re-configure the Maplytics settings with updated solution as shown below: ![](/files/EQZ7FcN0N0fNNiRRLZeu) On clicking configure, Maplytics configuration window will appear. Click on proceed and then a dialog box will come-up for configuring as shown in the screenshot. Click OK. ![](/files/BymnOfUwxfqe9rmPpCDV) {% hint style="info" %} Note: After performing the upgrade, please re-login into Dynamics CRM instance or clear browser cache memory to avoid script loading error. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # For Dataverse For the PowerApps (Dataverse) users, to upgrade Maplytics solution from the Microsoft AppSource, [visit AppSource page](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.map-route-territory-powerapps?tab=Overview). Then, click on the **FREE TRIAL** button. It should be noted that when a new user clicks on the free trial button the latest Maplytics solution will get installed in their instance. However, for an existing user, clicking on the ‘free trial’ button will upgrade Maplytics solution in the instance to the latest version. ![](/files/aNYGhfZmY19IG1ewzDzm) Thereafter, the user needs to login using the PowerApps credentials. ![](/files/JRj4SwYTkdP4DzGUOPpK) Then, the user needs to accept the terms & conditions and click on **Continue**. ![](/files/qVvEqN3l8PU7DyssTvXD) Next, on the power platform admin center page that appears on the screen, choose the environment, accept the terms and click on install. ![](/files/3673dttMufAWo4GMxQOC) Once the solution gets installed, the below window appears on the screen. ![](/files/EqJjd25KpoLPaP5QLq1F) Then, go to [ admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com/environments) and then log in using CRM credentials. Then select your environment and go to Maplytics App > Settings > License Registration > Configure. Click on Configure to re-configure the Maplytics settings with updated solution as shown below: ![](/files/ROrsuJhJ7yCLi8Zmqihw) On clicking configure, Maplytics configuration window will appear. Click on proceed and then a dialog box will come-up for configuring as shown in the screenshot. Click OK. ![](/files/Dj1odeyELCIgU9Oh8MaN) {% hint style="info" %} Note: After performing the upgrade, please re-login into Dynamics CRM instance or clear browser cache memory to avoid script loading error. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Upgrade from Maplytics Website There are two sources to upgrade Maplytics from website: * [For Dynamics 365](https://docs.maplytics.com/upgrade/upgrade-from-maplytics-website/for-dynamics-365) * [For Dataverse](https://docs.maplytics.com/upgrade/upgrade-from-maplytics-website/for-dataverse) # For Dynamics 365 At first, download the latest solution from [ Maplytics](https://www.maplytics.com/maplytics-download) or [Inogic](https://www.inogic.com/product/integrations/maplytics-bing-map-microsoft-dynamics-crm) website. Extract the folder, and find Managed Solution file. Thereafter, import the Maplytics Managed solution over the existing Maplytics solution into the CRM. ![](/files/iCdG5WBRlYHVKtc9jxgK) Go to **Settings > Advanced Settings > Settings > Solution > Import > Click on Import.** Then browse the latest Maplytics solution file from the extracted folder and click on **Next**: ![](/files/9P923Ygupi1IJY2kwlzO) Choose ‘Maintain Customizations (recommended)’ option as shown below and click on Import: ![](/files/SSkzB8h1YORF8SZmYGPc) Once solution is successfully imported, the below screen will appear on screen: ![](/files/GRdZtxFPtbS14Q1Hm9Xc) Click on Close and Refresh the CRM instance. Then again go to Maplytics App > Settings > License Registration > Configure. Click on Configure to re-configure the Maplytics settings with updated solution as shown below: ![](/files/aj0FDT6VZZL9KgyQ6HSn) On clicking configure, Maplytics configuration window will appear. Click on proceed and then a dialog box will come-up for configuring as shown in the screenshot. Click OK. ![](/files/HmbAjnLW91bLo60v0KzN) {% hint style="info" %} After performing the upgrade, please re-login into Dynamics CRM instance or clear browser cache memory to avoid script loading error. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # For Dataverse Go to [ Maplytics](https://www.maplytics.com/maplytics-download) or [Inogic](https://www.inogic.com/product/integrations/maplytics-bing-map-microsoft-dynamics-crm) website and enter the required details, then choose the Dataverse version and click 'Download'. ![](/files/0NgWi17YhXhkUxrtkhTJ) Extract the folder to find the Managed Solution file as shown below: ![](/files/HJVmVTHrB03XT26qeLqI) Go to[ admin.powerplatform.microsoft.com](https://admin.powerplatform.microsoft.com/environments) **> log in using PowerApps** credentials. Click on the check-box of the environment where the solution is to be upgraded. Then click on ‘open environment’ option. ![](/files/H6iU2Zf92jzlg6OGNvOP) Select the “Advanced Setting” option after clicking on the “Settings” icon. ![](/files/JkukxFE0YYQhpXtYVPVw) Thereafter, navigate to **Settings > Solution > Import > Click on Import.** Then browse the latest Maplytics solution and click on **Next.** ![](/files/zcvrp0FfjgjWZSaZgXak) Choose ‘Maintain Customizations (recommended)’ option as shown below and click on Import: ![](/files/YZGjP4vlmJQ4IYdTrso5) When solution is successfully imported, click on the close button. ![](/files/hT4uJ0apzRislkt4GxHH) Thereafter, the user needs to refresh the CRM instance and go to Maplytics App > Settings > License Registration > Configure. Click on Configure to re-configure the Maplytics settings with updated solution as shown below: ![](/files/IodnTDihacbrt0b65T0i) On clicking configure you will see Maplytics configuration window, Click on proceed and you will get a dialog box for configuring as shown in the screenshot. ![](/files/sUBSZU00B8hxLzLam5vM) {% hint style="info" %} After performing the upgrade, please re-login into Dynamics CRM instance or clear browser cache memory to avoid script loading error. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Prerequisites Once you have completed the installation, activation and configuration, the last step you need to do in order to get Maplytics started is the geocoding. In order to plot the records, it's necessary that the records are geocoded i.e. the records have the values for geocoordinates (Latitude and Longitude). You can geocode the records with either Batch Processing Tool or the Geocoding Workflow: **Batch processing tool:** You can get the Batch Processing Tool within the Maplytics Solution's zip folder downloaded from the website. Extract the zip folder to get the Batch processing tool. Please refer to the [batch processing section](https://docs.maplytics.com/features/batch-processing-tool) to know how to use the Batch processing tool. **Geocoding workflow:** You can also select the required records and run the Geocoding workflow. By default, the geocoding workflow will be available for Accounts, Contacts and Leads. For custom entities, you need to create a geocoding workflow. Please refer to the [configure geocoding workflows](https://docs.maplytics.com/features/workflows/configure-geocoding-workflows-for-custom-entities) section to know how to create a workflow and run a workflow on selected records. Once you have completed all of the steps mentioned above, you are ready to use Maplytics. You can go to any entity and use the two buttons: Detail map and Heat map, to start visualizing data on maps. **Related Posts:** * [Prerequisites for getting started with Maplytics within Dynamics 365 CRM](https://www.maplytics.com/blog/prerequisites-for-getting-started-with-maplytics-within-dynamics-365/) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Personalization User can personalize how they want to visualize the data on the map. Each user can set their own preferences in their respective user configuration records to visualize the data on the map as required. Maplytics configuration record will be created for each member of Maplytics Team and one default record where no user will be assigned. Go to ***Settings > Maplytics Configuration Details > Default Configuration Detail record*** {% hint style="info" %} **Note: By default, all fields within the Configuration records will be locked in Classic mode. To change the values within the Configuration, please switch to UCI mode.** {% endhint %} ![](/files/-MdGcGFg1sWiCe-GfLdj) Related Posts: * [5 Must-knows about Customized Pushpins using Maps Integration within Microsoft Dynamics 365 CRM](https://www.maplytics.com/blog/5-must-knows-about-customized-pushpins-using-maps-integration-within-microsoft-dynamics-365-crm/) * [Personalize Pushpins on Maps within Dynamics 365 CRM based on your Business requirements!](https://www.maplytics.com/blog/personalize-pushpins-on-maps-within-dynamics-365-crm-based-on-your-business-requirements/) * [Twitter, LinkedIn or your Product icon as Pushpins – Another smart way to analyze your Dynamics 365 CRM Data on Maps](https://www.maplytics.com/blog/twitter-linkedin-product-icon-as-pushpins-to-analyze-dynamics-365-crm-data-on-maps/) * [Maplytics Security template – Provide selective access of Maplytics actions in your Dynamics 365 CRM](https://www.maplytics.com/blog/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm/) * [Maplytics Map Configuration – Personalize Maplytics as per your preference](https://www.maplytics.com/blog/maplytics-map-configuration-personalize-maplytics-as-per-your-preference/) # General **Distance Unit:** User can select the default option for distance measuring. Options are **Miles and Kilometers.** **Region Area Unit:** Default unit for area of the regions plotted using shape/excel file can be selected from the options Acre, Hectare, Square feet, Square Kilometer, Square Meter, Square Mile, Square Yard. **Map mode:** User can select the default Map mode as Road mode or Aerial mode **Plot Data:** This helps the user to define the default plotting of data. The user can choose from the following options; * **Cluster:** This will group nearby data * **Non-Cluster:** This will plot CRM data as individual pushpins **Optimize Direction:** This option will help the user to create an optimized route by default. **Along the Route Distance:** The user can select the default value for Along the Route search. The user can add any value up to 25. **Live Traffic:** The user can opt to see live traffic status as default when the route is created. **Current Location:** The user can define the default location using this option. **Route Option:** The user can define the best way to determine a route, i.e., shortest time or shortest distance. **Navigate in:** The user can select either of the applications Google or Waze, to navigate the plotted route. **Map Center:** This is set from the Detail Map screen using the **‘Set Zoom Level and Map Center’** option from the contextual menu. Zoom Level and Map Center will define the default location to zoom when the Detail Map is opened. **Records Per Page In Grid:** The user can select the number of records to be visible in Maplytics **‘View Data’** grid. **Heat Map Type:** This allows the user to select the default option for Heat Map. Options are **‘Boundary’** and **‘No Boundary'.** **Zoom Level:** This is set from the Detail Map screen using the **‘Set Zoom Level and Map Center’** option from the contextual menu, i.e., right click on the map to access the contextual menu. **Show Area:** User can choose if the area needs to be shown on click of an enclosed region or shape. **Summary Grouping:** User can also select the Default option for the region type for Heat Map. **User:** Name of the user to whom this record belongs to. This is a **‘Read-Only’** field. **Default template:** This option will allow user to open Detail map with predefined search criteria in ‘Plot card’. User can select a default template into Maplytics configuration details as shown below. Please refer to ‘Default template’ section in user manual to know how Default template works. **Maplytics Security Template:** System admin and Maplytics admin can provide selective access of Maplytics actions to the Maplytics users. They can select the relevant Mass actions & other actions and provide access of the same to the respective Maplytics Users/Teams on the map. Refer to Maplytics Security Template section in User Manual. **Set as Origin:** User can set default origin for Route management. **Set as Destination**: User can set default destination for Route management. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Advanced Settings ### Search Option Here, the Maplytics Admin can configure the ‘Search Option’ for the whole organization. Admin can enable/disable the search options from here. ![](/files/-MbNB5f-qGJPrR7RM1hW) {% hint style="info" %} Note: “By Location” option is selected as the default option. The user has the option to choose among other four: By Region, By Drawing, By Territory and By Template. It is recommended to keep all the options enabled. {% endhint %} User can set their own preferences in their Configuration Detail record as mentioned below: #### Configure options System admin and Maplytics admin can enable the following options to let the functionalities work the required way. **Enable Travel Distance:** While searching of records within a specified Proximity from a location, enabling this option will make the option of ‘Show Travel distance’ visible on the Plot record card. **Enable Truck Route**: Enable option to start using Truck routing as mentioned in the user manual. **Map in a New window:** Enable this option to open the map in a new window instead of opening on the same page while clicking on any Maplytics map button. **Show All Territories:** Enable this option to enable the users to view all the territories available in the CRM. By default, this option will be deselected which means the users will be able to view only those territories for which they are the Territory Manager or the member. **Enable Territory Assignment Rule:** If there is a need for assigning territories or owner to the CRM records based on specific conditions, this option can be enabled to start creating rules and assigning territories or owners based on the rules. **Enable Multiple territories:** If users use multiple territories created for the same location, this option can be enabled to create/view multiple territories. Once this option is enabled, it cannot be disabled again. ![](/files/-MbNBLZYYHNzc4IM_3KV) ### Define images for pushpins System administrator can upload desired images for the pushpins to represent the respective records. This will help the user to visualize the entity records with the desired pushpins on the map. Please go to **Settings > Maplytics Configuration Details > Select default Maplytics Configuration record > Define Images for pushpins** ![](/files/-MdGcmxjad4Jj3ywyUtu) ![](/files/-MbNBsBVPJtomN2nBiJ8) User can browse the file(s) for the icons that are needed to be uploaded and click on ‘Save’. ![](/files/-MbNCNy7wdDV5Jm5JJ-S) {% hint style="info" %} Note: * Supported file formats: .svg, .png, .jpg, .jpeg. * Files must be less than 20\*30 pixels. {% endhint %} After saving the desired pushpins, user can set these images for any of the entity views or categories to represent the respective records. To set the images for the records, follow the steps mentioned below: • Set pushpins for categories: Go to Settings > Entity maps > Required Entity map > Category Configuration > Required Category > Select desired pushpins for different ranges of the category ![](/files/-MdGd92Fd6cWqiQoY3bM) • Set pushpins for views of entities: ![](/files/-MdGdP0y0XuRdZ0IAOmA) Go to Settings > Entity maps > Required Entity map > Configuration > View configuration > Select pushpins for views of the Entity Proxy URL: If the user uses Proxy servers for accessing the Internet on the CRM server, please provide the Proxy URL so that the application can perform calls to the Bing Maps site. {% hint style="info" %} In case of the proxy setting, the plugins need to be registered out of the sandbox and by default the solutions provided by us register the plugins in Sandbox isolation mode. You can find these steps towards the end of this manual. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Auto-Scheduling System admin and Maplytics admin can set the default settings for Auto Scheduling in the Default Maplytics Configuration Detail record. They can also set the start time as the default start time for the first activity as well as default values for other preferences for Auto Scheduling. **Go to Maplytics App > Settings > Maplytics Configuration Details > Default Configuration details record for the user > Auto Scheduling** ![](/files/-MdGeoOFNW9-9Z2ryKML) ![](/files/-MdGerwEfQtNKlIqgrHw) Admins can also select the Activities that are needed to be considered while Considering Existing Meetings in Auto Scheduling. If no Activities are selected here Auto Scheduling will consider all the Activities while Considering Existing Meetings. If Admins have selected Activities here then only selected activities will be considered while Considering Existing Meetings in Auto Scheduling. ![](/files/-MdGevH9wiPVWyjRXkNs) Users can also set the default settings for Auto Scheduling in their respective Maplytics Configuration Detail record. **Go to Maplytics App > Settings > Maplytics Configuration Details > Configuration details record for the user > Auto Scheduling** ![](/files/-MdGexzgi7C_ZPMmScEt) ![](/files/-MdGf0flTAX7Wv9FMprf) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Real-Time Tracking System admin and Maplytics admin can enable the feature of Real-Time Tracking in the Default Maplytics Configuration Detail record. They can also set the default settings such as Refresh interval and start & end time for the tracking. ![](/files/zlxK4gjy2WOgYlEFRZBm) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Apply to all ‘Apply to All’ feature provides the Admin the ability to override all the user personalization for the attributes like Distance Unit, Summary Grouping, Map Mode, Plot data, Records Per page In Grid, Zoom Level, etc. and apply Maplytics Default configuration to all the User Personalization records. {% hint style="info" %} ***The user cannot undo this action. Proceed with caution.*** {% endhint %} ![](/files/-MdGfMIn403neww7tQl-) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Setup Entity Map Maplytics entity map is defined differently for different entities. We can classify the entities in CRM as an activity type and non-activity type. Please see the below mentioned description for the same: * **Non-Activity Type Entity:** For these types of entities, there are two ways to build the entity map.
1. **An entity with its own address attribute:** We take the address information from the field attributes defined in ‘Attribute Mapping’ section. Examples of these types of entities are; Accounts, Leads, Contact, etc. 2. **An entity without own address attribute:** These are linked entities like an opportunity, case, etc. that do not have their own address but are linked to account or contact. Please use ***‘Link To’*** field while defining an entity map for these kinds of entities. * ***Activity Type Entity:*** As OOB Activity type of entities, generally do not have their address of their own, we have provided the respective entity maps which helps to plot the entity records based on the default value “regarding” provided for the field ‘Link To’. As due to the regarding id the addresses can be fetched from multiple entities, we have made the section of attribute mapping section for addresses unavailable by default. Examples of these types of entities are; Appointment, Task, etc. \ \ For such entities, there are further two ways to build the entity map:
1. **An entity with own address attribute:** If an Activity entity has its own address on the basis of which the records are needed to be plotted, the user can remove the default value provided for the field ‘Link To’. This will make the ‘attribute mapping’ section for addresses available, into which the user can provide the address fields of the Activity entity. We take the address information from the field attributes defined in ***‘Attribute Mapping’*** section to plot the records on the map. 2. **An entity without own address attribute:** If the Activity entity do not have their own address but are linked to any other entity, please use ‘Link To’ field while defining entity map to get the records plotted with the linked entity addresses. To plot Map for any entity, first you have to create the entity map for that entity. Navigate to **Settings > Entity Maps > New** {% hint style="success" %} For any queries, reach out to us at {% endhint %} # General **Entity Name:** Select the name of the entity. **Link To:** If the user wants to fetch the address from another entity then the user has to specify the link to attribute. For example: To plot the opportunity records if the user wants to refer the address from the customer, i.e., from Account/Contact, then you have to select Entity name as “Opportunity” and select the link to attribute as “Potential Customer”. **Create New Record:** Select ‘Yes’ if you would like to create a new record for any point on the map to save within Dynamics CRM. {% hint style="info" %} ***These records will only be created for the entities having it's own address fields.*** {% endhint %} **Total Records:** This shows how many total records are present in the entity. **Geocoded Records:** This shows how many records are geocoded in the entity. **Get Geocode Count:** While opening the entity map, the values in the fields ‘Total Records’ and ‘Geocoded Records’ will be zero(0) by default. To get the updated values in the same, admins can click on the ‘Get Geocode Count’ button from the ribbon bar. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Attribute Mapping Admins can provide the address here based on which the records should be plotted on the map. ![](/files/kuaQC0NvlwWCXUVd6lRy) * **Title:** Select the field attribute which you would want to see while hovering on a pushpin on the map. * **Area of Service:** Select the field of Area of Service. Please refer to the section of Area of Service in the User manual. * **Template:** Select the name of template field. Please refer to the section of Saved Template Visualization in the User Manual. * **Address attributes mapping:** Select the address fields to be used to plot the entity records on the map. Admins can add more than one address for an entity so as to plot the same entity with multiple addresses. They can click on the ‘Add New Address’ button to add another address. A maximum of 4 addresses in total to be plotted for the same entity. While adding a new address, a random color and pushpin will be set by default. Admins can further select the desired pushpin ![](/files/bTPJ1RbRu7sFbliILtJg)and the color ![](/files/SrpI8Xx9JNw9gavcmo7F) for the respective address. They can also click on ‘Remove’ ![](/files/HqXhRzdHbMdyYKgZD2Qk) to delete an address that was added. {% hint style="info" %} Note: * If colors and pushpins are selected in the Category configuration section of\ Entity map as well as the Address Attribute section, then the colors and pushpins will be plotted on the map based on the Category configuration. * If colors and pushpins are selected in the View Configuration section of\ Entity map as well as the it’s Address Attribute section and the user selects address(es) to plot the records from the dropdown option then the colors and pushpins will be plotted on the map based on the Address attribute settings. * If colors and pushpins are selected in the View Configuration section of\ Entity map as well as the it’s Address Attribute section and the user does not select any address to plot the records from the dropdown option then the colors and pushpins will be plotted on the map based on the View Configuration settings. * If ‘Set as default’ option is not selected for any of the addresses added then the records will be plotted based on the first address by default. {% endhint %} o **Address Name:** Enter the name for the address. This will help to differentiate the pushpins plotted on the map based on different addresses. o **Set As Default:** Admins can select this option to set the respective address as the default address to be fetched for the entity while plotting the records. o **Link To:** The Link to option in the ‘General’ tab will be applicable for the first address. The link to attribute can be specified for the other addresses as well in order to fetch the address from another entity while plotting the records. o **Territory:** Select the name of the territory field. o **Territory relationship:** If the user has enabled the option of multiple territory within the Default Configuration Detail record, the field ‘Territory’ mentioned above will be replaced with ‘Territory relationship’. Select the relationship for the entity with the territory here. o **Override Territory:** Select the field created in the entity record form for Override territory. Based on the value of the respective field in the record form it will be decided whether the existing territory(ies) will be overwritten or not while assigning territories to the records. o **Land Area Mapping:** Select the relationship of respective entity with Geography entity here so as to use the feature of Land Area Mapping and view lands assigned to the records. o **Entity Image:** While hovering or clicking over a pushpin, users can also view the image of the record if the image is added. Select the ‘Default Image’ field here to view the record image on hover and tooltip card. {% hint style="info" %} Note: In order to get accurate geo-coordinates, • Latitude & Longitude fields are mandatory.\ • Other fields highlighted with ‘+’ are recommended. {% endhint %} ​ {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Tooltip Mapping To configure the tooltip, Maplytics provides the Tooltip mapping UI. This is visible whenever the user clicks on a particular pushpin on the Detail Map. Maplytics populates all the public views of an entity that you specified in the Entity Name. The user can select a view from **‘Select View’** drop-down. Selected view data fields will be populated in the **‘Available Fields’** box, and the user can select those columns which one likes to see in the **‘Selected Fields’** box. {% hint style="info" %} ***Before using ToolTip Mapping configuration, fill up all data till Attribute Mapping and click on Save button and refresh the page to see available options.*** {% endhint %} 1. Select the view for selecting the fields to be displayed for Tooltip. Example, select **My Active Accounts** view from ***‘Select View’*** drop-down: ![](/files/-Mbb2vUf0SQwXWbr4Wdm) 2\. Select the attribute to be added. After selecting any attribute, its display name is automatically displayed in the Label. Users can change that label as per their choice. Then click on the **forward arrow(>>)** button to add an attribute to the Selected Fields as shown in below screenshot: {% hint style="info" %} ***To add more columns in “Available Fields” section of a particular view. Go to Setting > Customize the System > Select the required Entity and View > Add more columns and Publish all changes.*** {% endhint %} ![](/files/-Mbb3CwTHArZz_fbzjar) 3\. After configuring the attributes, click on the **‘Save’** button. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Category Configuration The user can define the color and the shape for the parameters belonging to a particular field. For example, the user can set different color & shape for annual revenue (Blank, 0-200000, 200000-500000 and >500000). This is reflected while using the Category option on Detail Map. The user can define a category for all the date type except Image, Date and URL data type. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzrE38w88bTAciT5F0%2Fcat%20config%201.jpg?alt=media\&token=977e091a-c512-4a9c-bb1a-78842701299f) ![](/files/-MdGg6FL9omckxXC0OYN) The user can also configure the Heat Map Measure color scale (Low, Medium and High). This will be reflected when the user selects the defined entity category on the Heat Map and the heat map visualization will be created based on the color defined here. {% hint style="info" %} ***The Heat Map Measure Color Scale configuration will be visible only for numeric field attribute category configuration.​*** {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Configuration **Related Record Configuration** This table is used to view the related/child records on Detail map/Individual map. It contains all the One to Many (1:N) relationships belonging to the respective entity. The users can select the relations that they would like to see on the Detail Map and Individual Map section within CRM records. ![](/files/npoopnhI04rOof6hzNhR) * Save ![](/files/agHqV8XGESjPyD8cFXUx): User can select the required Relationships that they want to view on map and then click on Save button to save the selection. * Auto-Set ![](/files/9mqXwWCuF6oThjvyQpl4): User can click on this button to auto set the selection of colors and the icons for the pushpins. * Set as Default Relationship![](/files/JLDc0WeEYCpQpwW841QV) : User can select required relationships and set it as Default relationships that will be plotted by default on the Individual map whenever the user opens the map section in a record. At a maximum user can select five relationships as default. **View Configuration** This table is used to configure the color and the pushpin shape for views visible on the map. The table contains a list of views depending upon the user security role. Please find a brief description of the same below: 1. **Maplytics Admin:** The user with this role can set the color and shape for System Views, Marketing List, Maplytics Dashboards and their Personal Views. Admin can also select/de-select the System Views and Maplytics Dashboards at the organization level. 2. **Maplytics User:** The user with this security role can set the color and shape for their Personal Views and Marketing Lists only. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzrPh5UrTdH9NfZD7y%2Fsetup%20entity%20config%202.jpg?alt=media\&token=b804e45e-f6ea-4bb8-bde0-7aff5a1c693e) Once you make the changes, please click on the ‘**Save**’ icon on top of the table. **Field Attribute List** This table provides the list of all the field attributes (OOB as well as custom) of the selected entity. Maplytics Admin can further choose the field attribute that should be available on the Detail/Heat Map as Category options: ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzrTsEC1elglucNxPe%2Fsetup%20entity%20config%203.jpg?alt=media\&token=992bac05-5d9f-407c-abdc-ca8284f5bc4e) Once you make the changes, please click on the ‘**Save**’ icon on the top of the table. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Advanced Settings In this section, the user can further customize Maplytics for their organization. The user can define the Quick Action on the Tooltip card using this section. First Three actions are added as default (i.e., Change Owner, Open Record and Plot Related Record). We’re not showing those actions here as these cannot be modified/deleted by the user. The user can define the other actions depending upon their choice. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzsB7zkGTCsyqtu66G%2Fsetup%20advanced%201.jpg?alt=media\&token=dfad9472-02ec-4cea-9a48-edc9a11fb309) **Entity**: Select the entity name from the drop-down. The list contains all the custom as well as OOB Activity type entities. **Icon:** Select the icon for this action. **Display Name:** Mention the display name to be visible while hovering over the icon. By default, it will be the display name of the selected entity. There is a character limit of 25. {% hint style="info" %} ***This will not be visible for the Activity type entity.*** {% endhint %} ## Summary Card The user can define the field attribute to summarize in this section. The user can add a maximum of 5 attributes for the summary. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzsEtNDRIFrfuz0adj%2Fsetup%20advanced%202.jpg?alt=media\&token=64bdff05-0c86-464b-b819-87952e529c6e) **Attribute**: The list contains all the numeric field attribute (i.e., Floating, Decimal, Currency and Whole Number data type) for the required entity. **Aggregate Method:** Two options are available to users – Sum or Average. If the user needs both options for a particular field, add two records for the same. **Display Name:** Mention the name which you would like to see for this attribute. The summary method will be added by default after the Display name. For Example, Annual Revenue (Sum). There is a character limit of 25. ## Hover Attributes User can define the attribute that should be visible for a quick glance when you hover over a particular pin on the map. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzsIT67ngNbIeaXzyR%2Fsetup%20advanced%203.jpg?alt=media\&token=8bde552a-aaac-4d2b-8123-3f8a19a8f52f) **Attribute**: The list contains all the field attributes except the Image Data Type for the required entity. **Display Name:** Mention the name that you would like to see for this attribute. By default, it will the display name of the selected attribute. There is a character limit of 25. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Refresh Entity Maps While updating the Maplytics solution, the existing users should select all the entity maps and click on ‘Refresh Entity Maps’. This will refresh the Entity maps according to the Dynamics CRM settings and will help in seamless performance of Maplytics. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIzqsMp3vXZTa6oQ7F_%2F-MIzrbJIv0EgBkuSnb13%2Frefresh%20entity%20maps.jpg?alt=media\&token=f33742b7-cfc0-4157-8d48-c45084caddf1) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Maplytics Security Template System admin and Maplytics admin can provide selective access of Maplytics actions to the Maplytics users. They can select the relevant Mass actions & other actions and provide access of the same to the respective Maplytics users on the map. **Go to the Settings > Maplytics > Maplytics Security Templates > New** ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIFNplmc0mOapvF_YPv%2F-MIFR3PewE-ojnk_QEtx%2Fsecurity%20template%201.jpg?alt=media\&token=59076dde-3722-4649-96e9-13cecc179541) To assign a template to the Maplytics users, Admins can add the Maplytics Configuration Detail records of the Maplytics users under the section of ‘Maplytics Configuration Details’, to whom the template has to be assigned. Go to General and provide a name for the template. Under the section of Maplytics Configuration Details, add the Maplytics Configuration Detail records of the Maplytics users to whom the created template has to be assigned. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIBBDrfBaonhEnUY-t-%2F-MIBLL7EAs43gEEaoA3J%2Fsecurity%20template%201%2C%202.png?alt=media\&token=5445fef1-48c9-465a-bb67-511d405fd583) They can also add teams/users and also remove the required users/teams using the button ‘Manage users’ from the Ribbon bar. ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MJ_AN1BshMVUmL7mSVJ%2F-MJ_BTc1NgTJVtWFeWHx%2Fsecurity%20template%203.jpg?alt=media\&token=188ce867-d4b6-497f-8fae-a18efe8bf5f4) Admins can choose whether they want to assign the template to Users or Teams by adding them. They can also choose to remove the users/teams from the list. They can also see the list of teams and respective users added from those teams. {% hint style="info" %} ***A Maplytics Security template can be assigned to the users belonging to any team, however, they should also exist into the Maplytics team.*** {% endhint %} ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIE7UOU3PG_E8-57mH-%2F-MIFLXOF64TEZ2iUNVcK%2F2020-09-27%2021_46_08-Greenshot.png?alt=media\&token=c67eb603-86ea-445a-a0d5-037958516f8a) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIE7UOU3PG_E8-57mH-%2F-MIFL9_muKlPZQjiA2_B%2F2020-09-27%2021_44_18-Greenshot.png?alt=media\&token=844fcc4f-bfae-477a-a9d7-345f230ec70b) Go to Action Configuration > Select the required actions to be made available to the users assigned with this template and save. ![](/files/xKdvVSKPrdA1MEfWUwP7) ![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MIFXSAc7oJk1QuFV_Zz%2F-MIF_7yo1UVoCdL_a-lc%2Fsecurity%20template%20ss.png?alt=media\&token=7a576442-5273-4b5d-af43-80c29a0b9a6d) Along with using the ‘Remove’ button, to unassign any template to a user, admins can also Go to Maplytics App > Settings > Maplytics Configuration Details > Select the record of the required user> Remove the lookup value for the field of ‘Maplytics Security Templates’ ![](/files/uDJ3GfcMNpdvXnvFHMD6) {% hint style="info" %} * ***All the actions will be visible to a user if no template is assigned to the user.*** * ***Only System Admin and Maplytics Admin will be able to access the Maplytics Security Template Entity.*** {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Maplytics on Tablet / Mobile For Dynamics 365 v9.0/Dataverse(CDS), Maplytics can be accessed from the Entity homepage and entity form using the ‘Detail Map’, ‘Heat Map’ and ‘Map’ button respectively. ![Mobile](/files/-MdGhxLWsJD71QI5RVH0) ![Tablet](/files/-MdGi1115tQ9aHkSHpLq) ![Mobile](/files/-MdGi8C26Y7A4gOuEd3_) ![Tablet](/files/-MdGiCehcJVUSjHK0Ffa) {% hint style="success" %} For any queries, reach out to us at {% endhint %} **Related Posts:** * [CDS Support: Your favorite Dynamics 365 CRM Maps Integration solution now as PowerApps App](https://www.maplytics.com/blog/cds-support-dynamics-365-crm-maps-integration-solution-as-powerapps-app/) * [Compatibility – Desktop | Tablet](http://bit.ly/1TK2xH1) # Setup Dashboard Details \ Users can define their own Dashboard views for Maplytics and include them as web resources in standard Dynamics CRM Dashboards. Navigate to **Settings ->Dashboard Details ->New.** ![](/files/-Mbeu8Mr9Y1c2Z1dfu4V) **Name**: Unique name for the Dashboard. The user will use this name to define the view to be included in the Dashboard. **Entity Name:** logicalname of the entity. Name of entity for which the view is to be configured. For example, **‘lead’**. **Query:** FetchXML query to be executed for the view to be plotted on the Map. The user can create a query using Advanced Find and download generated FetchXML. Open this FetchXML in a notepad and set it here. {% hint style="info" %} **Note:**· * **Make sure to include the latitude & longitude field attribute (address1\_latitude & address1\_longitude) in the query for the map to be able to read the geocoding information and plotting the map.** * **If the user needs to create the fields for Latitude and Longitude, it should of data type: ‘Floating Point Number’ with precision set to 5. Add minimum to maximum range of fields respectively Latitude (+90 to -90), Longitude (-180 to +180).** * **Open the downloaded FetchXML in Notepad before pasting it in Query field.** {% endhint %} In the queries, when the address data needs to be read from the customer (i.e., it could either hold an account or contact lookup) you need to provide the alias as ‘maplyticsacc’ when a link to a potential customer (account). For contact give alias as ‘maplyticscont’ when a link to a potential customer (contact) or If the address data needs to be read from another OOB or custom entities then you need to provide the alias as “map”. **Mode:** Choose the default mode in which the map should be presented. Choices available are **Aerial, Road.** **Show Route:** This option is available when you choose **‘Detail Map’** option in the Map Type. This provides a shortcut button on the Dashboard to quickly create the route. The user can build a route for maximum 25 waypoints. **Category**: The logical name of the attribute to be used for categorization of the result set. Each unique value of the category would be plotted in a different color. This attribute should be present in the query. **Entity Category:** Lookup of the entity category record if the user wishes to use the pre-defined colors for the categories. **Map Type**: Decide if the user would like a Detail Map representation or a Heat Map representation of the result set. If the user selects Heat Map in Map Type then the following options will appear on the Dashboard record: **Heat Map Type:** The user can define Heat Map type as described below; * **No Boundary:** It creates a Heat Map on the basis of the density of the measure selected without geographical boundaries. * **Boundary:** This will create Heat Map on the basis of the selected region type like City, Postal Code, Country, State, etc. * **Pie Chart:** This will show a heat map with Pie charts plotted on the charts based on the heat of the attribute selected in the Measure and Filter. * **Column chart**: the data in the form of column charts plotted on the basis of the heat of the attribute selected in the Measure and Filter. * **Summary Grouping:** This field is used when the Map type is Heat Map. This helps the user to define the geographical summary criteria. The list contains following options; City, State, County, Country, Postal Code, Postal Code Areas, and Territory. * **Measure**: This field is also used for Heat Map. This helps the user to define the color scale of the Heat Map. For example, if the user wants to see the Heat Map on the basis of annual revenue, then please write the logical name of the same in this field. Higher the value, denser will be the map in that region. ### **Attribute Mapping:** In the attribute mapping tab, enter the attribute logical names of all the address fields to be used to plot the map. If the link to attribute is specified, then the address attribute should be of that linked entity. This is a case-sensitive field; the user needs to write the exact logical name without any mistake. It supports string, lookup and picklist values. #### **Tooltip Attribute**: {% hint style="info" %} **Note: Before the ToolTip Mapping configuration, fill up all data and click on save button** {% endhint %} To configure the tooltip, Maplytics have provided the Tooltip mapping UI. Maplytics will populate the public views of an entity that the user has specified in the Entity Name. The user can select a view from **‘Select a view’** dropdown. As the user selects a view, Maplytics will populate the fields (columns) that have been defined for that view in the ‘**Available Fields’**. Follow the below-mentioned steps to complete this configuration; ![](/files/-MbetyEAzQZFQdvOvG5l) 1\. Select the view for selecting the fields to be displayed for Tooltip. For Example, select Open Leads view from **‘Select View’** drop-down; {% hint style="info" %} **Note: To add more columns in ‘Available Fields’ section of a particular view; go to Setting > Customize the System > Select the required Entity and View > Add more columns and Publish all the changes.** {% endhint %} 2\. Select the attribute to add, after selecting any attribute the display name of the attribute is automatically shown on the Label, the user can change that label as per their choice. Then click on **forward arrow(>>)** button to add an attribute to the Selected Fields. 3\. After configuring the attributes, click on the **Save** button. ### **Advance Settings**: ![](/files/-Mbetr2iZaGvWFlaZhU_) In this section, the user can configure the Hover Attributes and Heat Map Measure Color Scale for the dashboard. User can define the attribute that should be visible for a quick glance when you hover over a particular pin on the map. The user can also configure the Heat Map Measure color scale (Low, Medium and High). Refresh the page. On the Preview tab, a pushpin will be displayed, and the Configure attribute for tooltip will be displayed after clicking on the pushpin. See below screenshot; {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Update the Plug-in Assembly Registration {% hint style="info" %} Note: You need to follow the below mentioned steps for changing the isolation mode of the plug-ins to none only when you are using Proxy server to access CRM. OTHERWISE, ignore the below steps. {% endhint %} 1. Extract the downloaded zip folder for the solution to get Plugin Registration Tool folder. 2. Click on the ‘PluginRegistration.exe’ which you will get from Plugin Registration Tool folder, this will open the following window. Click on ‘CREATE NEW CONNECTION’ and enter connection information as shown in the below screenshot. Click on Login button. ![](/files/-MbPsuuHmpRU9GmrC2Dx) * Server: Name of the CRM server * Port: Port number of CRM server * User Name: The user name of CRM, i.e., DomainName\username * Password: Password of the CRM 3\. After clicking Login, you will see the below screen where all the organizations available on your CRM server will be listed. Select the org where Maplytics is setup and click on the ‘Login’ button. ![](/files/-MbPsyzQRqk8TarUjwpP) 4\. Double click on the ‘(Assembly) Inogic.Maplytics.Geocoding’. Change the Isolation mode from ‘Sandbox’ to ‘None’ and click on ‘Update Selected Plugins’. ![](/files/-MbPtOwFJvFTYN7Y0RLB) 5\. This would complete updating the desired changes for this plug-in to make them work outside Sandbox. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Features Maplytics is packed with highly productive features like Geographical Data Visualization, Optimized Routing, Appointment Planning, Proximity Search, Heat Maps, Territory Management, and many more! This section will walk you through all the features of Maplytics. # Language Support Maplytics is a multi-language solution currently available in multiple languages namely: * English * Spanish (Español) * German (Deutsche) * French (Français) * Portuguese (Português) * Turkish (Türk) * Arabic (عربى) * Hungarian (Magyar) * Dutch (Nederlands) * Polish (Polski) * Russian (Русский) * Italian (Italiano) * Chinese (People's Republic of China) (中國人) * Korean (한국인) * Czech (čeština) * Brazilian Portuguese (Português Brasileiro) Maplytics auto-detects the user's language set in Dynamics CRM and sets its language accordingly. To check the user language set in Dynamics CRM, go to **Settings > Options > Languages** {% hint style="success" %} For any queries, reach out to us at {% endhint %} **Related Posts:** * [Maplytics™ – A Multi-Language Mapping App for Dynamics 365!](https://www.maplytics.com/blog/maplytics-multi-language-mapping-app-dynamics-365/) # Maplytics Configuration (Personalization)
The user can configure Zoom level, Current Location, default origin and destination, and a couple of other settings like Map Mode, default summary grouping, etc. Please go to ***Settings > Maplytics Configuration Details***** > Select the Maplytics Configuration** record for the required user (users added in Team Maplytics)> Set according to the preference. Multiple users can be selected at a time by ticking their checkboxes, and common configuration settings can be applied for all using the Edit option on the ribbon bar.
Refer to ***‘Maplytics Configuration Details (Personalization)’*** section of *Installation Manual* for a detailed description of personalization settings. # Map Provider Settings Maplytics provides an option for multiple map selection. This allows users to get their own map subscriptions or keys to their preferred maps. Users can find this option within Settings >> Maplytics Configuration Details >> Default User >> Map Provider Settings
By default, users will be provided with- · Open Street Map for Map Display Service · Bing Maps for Geocoding API Service · Azure Maps for Map API Service. As Maplytics also allows users to bring a map of their choice, they can bring their own Map Key and select a data visualization option from Azure Maps, Open Street Map, MapBox, or Google Maps. Apart from this, a user can avail the Bing Maps option provided with a Maplytics license.
# Maplytics Security Template ### Maplytics Security Template System admin and Maplytics admin can provide selective access of Maplytics actions to the Maplytics users. They can select the required Mass actions & other actions in the list and save it as a Security template. They can further assign this template to the required users so as to provide the access of the selected actions in the template to the respective Maplytics users. To create a Security Template, Go to the **Maplytics App > Settings > Maplytics Security Templates > New > ‘General’ tab > Give a name and ‘save’ the template.**
To assign a template to the Maplytics users, Admins can add the Maplytics Configuration Detail records of the Maplytics users under the section of ‘Maplytics Configuration Details’, to whom the template has to be assigned. ![](/files/-MbQq6hIwQzaBm1TjCyG) ![](/files/-MbQqAIXxhRGFRRLa9ff) In order to assign the Security Template to multiple users at once. Admins can also add teams/users using the button ‘Manage users’ from the Ribbon bar. They can also remove the required users/teams from the list. Thus, using ‘Manage users’ admins can easily manage the users assigned with any Security Template. ![](/files/-MbQqDuMS2ARq0uHaB05) Admins can choose whether they want to assign the template to Users or Teams by adding them. They can also choose to remove the users/teams from the list. They can also see the list of teams and respective users added from those teams. ![](/files/-MbQqbu1e8Q-7uNaOktp) ![](/files/-MbQqPAnWj9SAyzGaBsx) ![](/files/-MbQqVqhP1iajmSwndvB) ![](/files/-MbQqGpdhPBSfXfdJDkq) {% hint style="info" %} Note: A Maplytics Security template can be assigned to the users belonging to any team, however, they should also exist into the Maplytics team. {% endhint %} **Go to Action Configuration > Select the required actions to be made available to the users assigned with this template and save.**
Along with using the ‘Remove’ button, to unassign any template to a user, admins can also Go to ***Maplytics App > Settings > Maplytics Configuration Details > Select the record of the required user> Remove the lookup value for the field of ‘Maplytics Security Templates’*** ![](/files/-MbQqvU-rqd1OMlZAZsh) {% hint style="info" %} Note: • All the actions will be visible to a user, if no template is assigned to the user. • Only System Admin and Maplytics Admin will be able to access the Maplytics Security Template Entity. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} Related Posts: * [5 Must-knows about Customized Pushpins using Maps Integration within Microsoft Dynamics 365 CRM](https://www.maplytics.com/blog/5-must-knows-about-customized-pushpins-using-maps-integration-within-microsoft-dynamics-365-crm/) * [Process to Configure Attributes to view Dynamics 365 CRM records on the map!](https://www.maplytics.com/blog/process-to-configure-attributes-to-view-dynamics-365-crm-records-on-the-map/) * [Personalize Pushpins on Maps within Dynamics 365 CRM based on your Business requirements!](https://www.maplytics.com/blog/personalize-pushpins-on-maps-within-dynamics-365-crm-based-on-your-business-requirements/) * [Twitter, LinkedIn or your Product icon as Pushpins – Another smart way to analyze your Dynamics 365 CRM Data on Maps](https://www.maplytics.com/blog/twitter-linkedin-product-icon-as-pushpins-to-analyze-dynamics-365-crm-data-on-maps/) * [Maplytics Security template – Provide selective access of Maplytics actions in your Dynamics 365 CRM](https://www.maplytics.com/blog/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm/) # Individual Record Map A tab to display an Individual Map section is present by default on the Account, Contact, and Lead records as part of the Maplytics solution.
Here, two types of pushpins are plotted on the map: **The other pushpin:** They indicate the record's location on the map. This pushpin can be moved 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 addresses are updated in the bar at the top. Use the Save 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 *‘Geocode Records’* option to *‘No’* in the top panel if the user wants to manually set the geocoding information and does not want the automation to override the geocoding information. **Address:** If users want to modify the geocoding for any record, they can click in the *Address text* box.
After that, they can click on the ‘Save’ 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 pushpin, drag it around to the required location, and then click on update/save to update the address and/or latitude and longitude values.
{% hint style="info" %} ***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.*** {% endhint %} 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 your 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 their current location to be plotted on the map. Once allowed, the user’s current location is plotted with a blue pushpin, while the orange one remains as is.
Clicking the current location provides an option to Set Address. Set Address helps populate the address of the current location into 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/Save button and confirming the address, the address, latitude, and longitude get updated successfully for the record.
The Map My Current Location function is available for the 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:** The user can use the ‘Relations’ drop-down to select the available relationships for this Entity. Related records correspond to all 1:N relationships 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, a user can view 5 relationships at once. Default relationships can also be selected, which will be plotted by default whenever this map is loaded. At a maximum, a user can select five Default relationships. Check the Entity Map settings (refer to the Installation Manual) to set the default relationship and add more relationships to the *‘Relations’* dropdown. In the image below, one relationship is plotted for the account.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Steps To Add the Map To Other Entity Forms Go to Power Apps, then open the Entity Form and navigate to the Components section. Select Column-1 tab, Display Option, and HTML Web Resource.
In the Add Web Resource dialog, select *“ikl\_/Maplytics/Maplytics.IndividualMap.html”* web resource.
Click *Add*, then *Save and publish* the form to see the Map on the entity form. {% hint style="info" %} *To plot a particular address on the Map, it should be geocoded, and the Latitude & Longitude should be set for that address. For geocoding, you need to execute the Maplytics Geocoding workflow for the records.* {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Area of Service ## Area of Service The user can view the data in proximity or a region around an individual record, as defined by the user in the Area of service.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Add Area of Service tab To add the Area of Service tab, go to the ‘Power Apps’. Click on the Components button, as shown in the screenshot, and then select the 2-column tab. Go to the Display option and select HTML Web Resource.
In the Add Web Resource dialog, select *“ikl\_/Maplytics/Maplytics.AutoSearchFilters.html”* web resource. Click *Add*, then *Save and publish* the form to see the Map on the entity form.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Create an Area of Service field To save the values entered in the Area of Service, the user needs to create a field for the Entity for which Area of Service has been added. ***Go to Entity form > New field.*** Enter the following values: *Name - Area of Service* *Data type – Multiple Line of Text* *Maximum Length – 10000* Select the field in the respective Entity map for the Area of Service field.
When the values are entered and saved into the Area of Service, the corresponding data will be plotted on the map. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # View Area of Service data on a map To view the Area of Service data on the map, there are two ways: * **Using Map button** – the results are shown in a map opened in a different tab. * **Adding Detail map on form** – the results are shown in a map added on the same record. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Using Map button The user can open the Detail map to view the corresponding Area of Service data plotted on the map.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Adding Detail map on form To add a Detail map to show the data of Area of Service, follow the steps mentioned below: Open the Entity form and go to the ‘Insert’ tab. Add two columns.
After adding the Area of Service tab in the entity form as mentioned above, follow the steps mentioned below to add the Detail map on the entity form. To add the Detail map, click on the ‘Web Resource’ button. In the Add Web Resource dialog, select *“ikl\_/Maplytics/Maplytics.DetailMap.html”*. Click ***OK***, then ***Save and publish*** the form to see the Map on the Entity form. Enter the required values in the Area of Service, save it, and click the refresh button on the Detail map to view the plotted data.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Advanced Area Of Service The advanced feature of Area Of Service enables users to determine an area in which services are being offered. It also helps in visualizing the records that lie in that area. In the case of a Doctor, the Area Of Service helps in determining the region in which the doctor is operating or offering his services. Patient records falling under this service region can also be visualized. Similarly, from a Patient’s POV, he can visualize all the doctors that offer services or whose services fall in his area. This helps the patient in selecting the nearest available doctor and the doctor can check the patients falling in his area of work. # Attribute Mapping of Service Area Before we start using the advanced features of Area Of Service, the user needs to check the configuration as mentioned at the beginning of the feature. Once the relationship is created, select the same in the respective Entity map. As per our example, the Maplytics admin or system admin needs to *go to Maplytics App > Settings (Left bottom) > Entity Maps > Accounts Entity map > Attributes Mapping > Geography relationship* *> Select the 1: N relationship of Geography and Account for Service Area Mapping*
To restrict access to creating and assigning of Service Area and saving Template as Service Of Area, the user can move to Settings>> Maplytics Security Templates>> Action Configuration The user can then uncheck Service Area and Save Template- Service Area options to restrict the feature and the Template enabling them again when required.
# Working of Area Of Service Users can create Service Area in an Individual Detail Map by using 6 ways- by File, by Proximity, by Region, by Drawing, by Territory & By Overlay. Let us consider by Proximity.
After creating the shape, the user can select the shape using align tool & right-click over it to select the Area of Service option to assign Service Area for individual records.
Once the area is assigned, the map can be refreshed to see the assigned Service Area for individual records. Using the Area of Service template, the user can see the records that lie within the created Service Area. For example, doctors can see patients' records which are falling under their service region. There are two ways to save the Area of Service template, 1\. Using the Area of Service tab, which is configured by the user,
2. Using Plot cards either by location or by region on the individual map
Plotting a Shape Layer on the created Service Area. This can be done by clicking on the ‘Show Region Boundary’ on the right
# Plot records on map There are five different search options to plot the data on Map: * ​[By Location](/features/plot-records-on-map/by-location) ​ * ​[By Region](/features/plot-records-on-map/by-region) ​ * ​[By Drawing](/features/plot-records-on-map/by-drawing) ​ * ​[By Territory ​](https://docs.maplytics.com/features/plot-records-on-map/by-territory) * ​[By Template​](https://docs.maplytics.com/features/plot-records-on-map/by-template) {% hint style="info" %} **Note: The user can also configure the ‘Search Options’ to be visible on the map. Refer ‘**[**Setup Entity Map**](https://docs.maplytics.com/personalization/setup-entity-map)**’ section for further instruction.** {% endhint %} **Related Posts:** * [Save your preferences to plot and visualize Dynamics 365 CRM data directly with Default Templates-2021](https://www.maplytics.com/blog/save-your-preferences-to-plot-and-visualize-dynamics-365-crm-data-directly-on-map-with-default-templates/) * [Quickly Scan, Analyze and Find the relevant data directly on map Dynamics 365 CRM / PowerApps](https://www.maplytics.com/blog/quickly-scan-analyze-and-find-the-relevant-data-directly-on-map-within-dynamics-365-crm-powerapps/) * [Quickly Find nearby businesses and Assign them using Associate Records directly through Detail Map within Dynamics 365 CRM](https://www.maplytics.com/blog/quickly-find-nearby-businesses-and-assign-it-using-associate-records-directly-through-detail-map-within-dynamics-365-crm/) * [Use current location to Plot and Analyze data ‘By Location’ on map within your Dynamics 365 CRM or Power Apps!](https://www.maplytics.com/blog/use-current-location-to-plot-and-analyze-data-by-location-on-map-within-your-dynamics-365-crm-or-power-apps/) * [Easy access of Maplytics features with Detail Map Control within Dynamics 365](https://www.maplytics.com/blog/easy-access-of-maplytics-features-with-detail-map-control-within-dynamics-365/) * [Analyze data ‘By Region’ on map within your Dynamics 365 CRM or Power Apps](https://www.maplytics.com/blog/analyze-data-by-region-on-map-within-your-dynamics-365-crm-or-power-apps/) * [Plot Dynamics 365 CRM entities with no address fields of its own with Maplytics](https://www.maplytics.com/blog/plot-dynamics-365-crm-entities-with-no-address-fields-of-its-own-with-maplytics/) * [Meetings Cancelled or Postponed - Quickly catch-up with another client by plotting shortest travel distances for each pushpin within vicinity!](https://www.maplytics.com/blog/meetings-cancelled-or-postponed-quickly-catch-up-with-another-client-by-plotting-shortest-travel-distances-for-each-pushpin-within-vicinity/) * [Analyze complex Dynamics 365 CRM data easily by plotting multiple categories on map](https://www.maplytics.com/blog/analyze-complex-dynamics-365-crm-data-easily-by-plotting-multiple-categories-on-map/) * [Visualize individual and its related records on map in the record form within Dynamics 365 CRM](https://www.maplytics.com/blog/visualize-individual-and-its-related-records-on-map-in-the-record-form-within-dynamics-365-crm/) * [Use Geofencing to track field productivity in Dynamics 365 CRM](https://www.maplytics.com/blog/features/use-geofencing-track-field-productivity-dynamics-365-crm/) * [Redesigned Drawing toolbar to visualize records in desired shapes on map within Dynamics 365 CRM](https://www.maplytics.com/blog/general/redesigned-drawing-toolbar-to-visualize-records-in-desired-shapes-on-map-within-dynamics-365-crm/) * [Split regions into parts using Shape operations within Dynamics 365 CRM](https://www.maplytics.com/blog/features/split-regions-parts-using-shape-operations-within-dynamics-365-crm/) * [Mass Actions – Do more with the Dynamics CRM data on the map](https://www.maplytics.com/blog/features/mass-actions-dynamics-crm-data-map/) * [Summary Card – Get aggregated information for any enclosed area on the map](https://www.maplytics.com/blog/features/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map/) * [Tooltip Card Actions – Perform quick actions on a map within Dynamics CRM](https://www.maplytics.com/blog/features/tooltip-card-actions-perform-quick-actions-map-within-dynamics-crm/) * [Customizable Pushpins – Easily visualize on a map within Dynamics 365](https://www.maplytics.com/blog/features/customizable-pushpins-easily-visualize-on-a-map-within-dynamics-365/) * [Map Clustering enhancements for better visualization of your Dynamics 365 CRM Data!](https://www.maplytics.com/blog/features/map-clustering-enhancements-better-visualization-dynamics-365-crm-data/) * [Analyze One-to-Many Relationships of Entity Record on Maps within Dynamics 365](https://www.maplytics.com/blog/features/analyze-one-many-relationships-entity-record-maps-within-dynamics-365/) * [Save Search Criteria as a Template in Maplytics](https://www.maplytics.com/blog/features/save-search-criteria-template-maplytics/) * [Search Customers on Map by Drawing Shapes](https://www.maplytics.com/blog/features/search-customers-map-drawing-shapes-within-dynamics-365/) * [Build Marketing List Directly from Map in Dynamics 365](https://www.maplytics.com/blog/features/build-marketing-list-directly-map-dynamics-365/) * [Build Targeted Marketing List in Dynamics CRM](http://www.inogic.com/blog/2016/05/build-targeted-marketing-list-in-dynamics-crm-using-maplytics/) * [Plot Related Records on a Map within Dynamics 365](https://www.maplytics.com/blog/features/plot-related-records-map-dynamics-365/) * [Plot Dynamics 365 Data “By Region” on Map](https://www.maplytics.com/blog/features/plot-dynamics-365-data-region-map-using-maplytics/) * [Plot Dynamics CRM Data on Map](http://www.inogic.com/blog/2016/06/plot-your-dynamics-crm-data-on-map/) # Detail Map Maplytics buttons are added to the Entity forms as well as the Entity Homepages so that it can be easily accessed from anywhere.
Using this button, the user can invoke the Maplytics application for detailed geographical analysis. Maplytics provides the ‘Detail Map’ view of the Dynamics CRM data. This view can be easily accessed from the buttons added to the command bar in entity home pages and other views.
Selecting a few records and clicking on the ‘Detail Map’ button on a particular Entity Grid view will open the following window.
It will automatically plot the selected records from the view on the map. **Records that do not have their latitude/ longitude will be ignored and will not be plotted on the Map.** **Map My Current Location**
Clicking on the ‘Locate Me’ button, the user is asked to allow their current location to be plotted on the map. Once allowed, the user’s current location gets plotted with a pushpin. {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Plot There are five different search options to plot the data on Map: * By Location * By Region * By Drawing * By Territory * By Template {% hint style="info" %} Note: The user can also configure the ‘Search Options’ to be visible on the map. Refer ‘Setup Entity Map’ section of the Installation Manual for further instructions. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # By Location This helps the user to plot the data using the geocoding of each record. By Location search option also allows the user to perform Proximity/Radius Search based on Distance or Time. The Current Location is fetched from the user’s personalization record. The user can also set a new current location using the contextual menu. Refer to the section of the Contextual menu.
Select Datasource dropdown will list out all the Entities (OOB and Custom) configured for Maplytics and the active views (System views, Personal views, Maplytics Dashboards and Marketing Lists) that are available for the selected Entity type. The user can choose one of the views to plot all the records available in that view. The ‘System Views’ listed here can be controlled through the Model-driven App Maplytics is opened in. All the views created and published there are visible under Systems Views.
{% hint style="info" %} *The user can also configure the ‘Views List’. Refer ‘Setup Entity Map’ section of the Installation Manual for further instruction.* *Views created in Sales Hub are not visible when Maplytics is accessed via Field Sales or any other Hub and vice versa. Every view is visible in the business module it is created in.* {% endhint %} The user can select additional entities using the ‘+’ button. The user is allowed to specify multiple Datasources for plotting the data at a time. This allows for viewing Dynamics CRM data across Entities in a single view on the map. After selecting multiple entities, the user can click on the ‘Search’ button to plot the records for the selected entities. This helps the user to visualize multiple entities on a single map. {% hint style="info" %} ***User can define the colors as well as pushpin shapes of the Entity – view combination. Refer to ‘Setup Entity Map’ section of Installation Manual for further instructions.*** {% endhint %}
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # By Region This helps the user plot the data by record region, i.e., City, State, County, Country, and Postal Code. The user can plot multiple regions under a particular region type.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # By Drawing This helps the user to plot data by defining their own shapes. The user can use the ‘Drawing tool bar’ to draw the following shapes: * Freehand drawing * n-sided polygon * Circle * Rectangle The user can further edit the drawn shapes by using the following options in the Drawing tool bar: * Edit * Erase * Fill color * Stroke color
{% hint style="info" %} *While creating an n-sided polygon, double-click to close the shape.* {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # By Territory Using this ‘TM’ button, the user can connect to all the Territory Management features of Maplytics.
This helps the user plot the data for a particular sales territory. The user can select multiple territories in the ‘Select Territory’ option and respective Datasource & view to plot the territories along with the records assigned to them.
![](/files/-MbR9J1KgTp2D7yBWVIb) Users can also plot records from territories allotted to them and the territories that have been allotted to the territory managers who report to them, i.e. their team. They can use the ‘#My Territory#’ and ‘#My Team Territory#’ option for the same. Consider Rocco is a territory manager with the Territory Growth Region allotted to him. Dustin & Robin are the other managers with territory Elite Region & Prime Region, who report to Rocco. When Rocco checks the My Territory option, his territory, Growth Region, gets plotted on the map with its records.
When Rocco checks just the My Team Territory option, the territories of Dustin and Robin, Elite Region, and Prime Region get plotted on the map with their records.
However, when Rocco selects both My Territory and My Team Territory, his as well as Dustin and Robin’s territories, i.e., Growth Region, Elite Region, and Prime Region, all get plotted on the map along with the records from the 'All Accounts' entity.
Similarly, if Dustin logs in and plots the territory records using these options, in My Territory, he would see Elite Region. He won’t see anything with the My Team Territory option as he doesn’t have any territory managers reporting to him allotted territories and records as well as he is not a member of any other territory. The territories and records plotted above for Rocco can be saved as a template and added to the analytical Dashboard such that Rocco need not replot all the territories every time but can visualize them conveniently on the dashboard as a template.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # By Template This helps the user to plot the predefined search criteria in the Detail Map. The user can save the search criteria as a template and use the ‘By Template’ search option to quickly plot the data with that search criteria. This helps the user to save a considerable amount of time.
For example, if any user is assigned a task where the requirement is to regularly plot ‘My Active Accounts’ records in 2 miles of a particular location and filter a particular Industry, then the By Template option can be beneficial. The User can plot the required criteria on the map and use the button ‘Save template’ to save the search criteria along with the pushpins and their colors as a template and define the access level of the Template while saving the template as described below: * Personal – The users can limit the usage of this template to themselves or share with other users or teams as required * Public – Anyone in the organization can use this template *Apart from saving the information of Plot Records, Category card, and filters from Grid, it also saves the Zoom level & Center of the map.*
{% hint style="info" %} Note: Please assign the ‘Maplytics User’ security role to Team Maplytics before exploring this functionality.· *Please assign the ‘Maplytics User’ security role to Team Maplytics before exploring this functionality.* *If the user saves a template with Proximity search and current location as blank, while plotting the template, the current GPS location of the logged-in user will be fetched, and the results of the Proximity search will be plotted around the user’s current GPS location.* {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Default Template User can set the Default Template within their respective Configuration Detail record and view the predefined search criteria saved in the template plotted by default on the Detail Map. To set a template as Default, user need to **Go to the Maplytics App > Settings > Maplytics Configuration Details > Respective User Configuration Detail record > General > Default Template > Select required template.** ![](/files/-MbRAJ8zwgfsy4HxefgD) When clicked on the ‘Detail Map’ button, it will plot the default template selected in the respective user’s Maplytics configuration detail record by default on the map.
{% hint style="info" %} ***Default Template will not open if,*** * ***User selects a few records in Entity home grid and then clicks on Detail map button.*** * ***User expands a dashboard to open on Detail map.*** * ***User has saved Default template with search criteria other than By location/ Proximity Search and uses the ‘Map’ button on a specific record to open the map. In this case, the respective record will be plotted on map.*** * ***User has set Area of Service on a record and is using the ‘Map button’ on the record to open the map.*** {% endhint %} {% hint style="info" %} ***Below are some exceptional cases for Default template where the plotted data might vary.*** * ***If Default template has been saved with search criteria By Location and the user uses the ‘Map’ button on a record to open the Map, in this case, the respective record will be plotted as the current location along with other records selected within the Default template.*** * ***If Default template has been saved with search criteria Proximity Search and the user uses the ‘Map’ button on a record to open the Map, in this case, the respective record will be plotted as the current location replacing the initial current location set in the template. Thus, the records will be plotted within the specified radius from the respective record’s the records will be plotted within the specified radius from the respective record’s location which is now the current location on the map.*** {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Search Record On the Detail Map, a search bar is available at the top right of the map. This helps in searching for locations or specific records plotted on the map.
When records have not been plotted, a location/ address can be searched by adding a suitable prompt.
As seen in the example above, a location has been searched and plotted on the map using the Search Bar. Once the records have been plotted, this search bar can search for any specific record from the plotted ones using the primary attribute.
This search zooms the map to the area where the required record is plotted. The preferred pushpin blinks in quick succession to highlight its position from among the records.
Finding a particular record from among many becomes easy with this feature. # Lasso Tool The user can use this tool to select a bunch of records plotted on the map at once. The selected records will be bound in the data grid as checked and will be available to perform Actions such as, Add To Route, Save Data, Change Owner, Send Email, Export to Excel, Create Activities, and Execute Workflow.
# Cluster Map The user can select this option to group the closely positioned pushpins into a cluster. A cluster shows the number of pushpins in the cluster. The user can zoom in further to break down the cluster into smaller clusters or zoom out to group closely positioned clusters into one.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Cluster Area The user can hover on any cluster to see the ‘Cluster area’, which shows the data spread. The data spread is based on the area covered by the pushpins existing in the cluster.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Category Users can choose any attribute for the selected entity to categorize the data on the map and visualize the pushpins color-coded based on the selected attribute. The category card will further help the user to differentiate between the pushpins. # Multiple Categorization for Multiple Entities Users can plot multiple entities on the map and can also select attributes for the Datasources selected to categorize them. The screenshot below shows the categorization of the records of Account, Lead, and Opportunity based on the attributes Annual revenue, Rating, and Estimated Revenue respectively. {% hint style="info" %} * Users can choose respective categories for different entities. * The user can define the color as well as the shape of pushpins for each parameter of the category. Refer to the Pre-Defined Colors for Category section for further details. {% endhint %}
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Multiple Categorization for Single Entity Users can also plot a single entity records categorized by multiple attributes e.g. Account records categorized by Open revenue, Originating lead, Owner. The user can choose an entity twice or thrice with two or three different views respectively and choose required attributes for the respective views to categorize the same entity with different attributes. User can select a maximum of three attributes to categorize a single entity. {% hint style="info" %} ***User can select a maximum of three attributes to categorize a single entity.*** {% endhint %}
Case 1: Single Entity, Three Attributes While plotting a single entity categorized by three attributes, three category cards will open up for the three attributes. For example, the screenshot below shows Accounts plotted on the map, which is categorized by three different attributes, viz. Annual Revenue, Zip code, and State, and three different cards have opened up for each of them.
The category cards shown above state which category is represented by which pushpin. The categories are represented with three different parts of every single pushpin, star, pushpin, and pushpin shadow. All the above three icons combine to form a pushpin, which will represent the plotted records. Each of the three parts represents three different categories with different colors. For example, the category card ‘Account – Annual revenue’ shows that the icon represents the Account records that belong to different ranges of Annual revenue with different colors. The category card ‘Account-State shows that the icon represents the Account records that belong to different states with different colors, and the category card ‘Account-ZipCode shows that the icon represents the Account records that belong to different zip codes with different colors. Case 2: Single Entity, Two Attributes In case, the user has selected only two attributes to categorize the entity records, the map will display the categorized pushpins, and legend cards for each category which will appear on the left. Suppose the selected categories are Address- City and Industry, the search result would look as follows.
The 1st selected category (in this case, Address- City) would have grey pushpins assigned to each City.
The 2nd selected category (in this case Industry) would have different colors assigned to different industries.
If the Accounting Industry is present in New York City, the city pushpin shall be represented in the industry color. If the user decides to concentrate only on a few Cities in the Address legend, he can deselect the others. Only the selected cities will be present on the map, and the pushpins for the others will vanish. If an industry is present in one of the deselected cities only, it too shall get deselected in the legend.
Similarly, if the users concentrate on industries such as Accounting, Business Services, and Consulting, the pushpins of only those cities where these industries are present shall be active on the map.
The plotting of categories follows the AND condition. This means that if the user deselects a category in one category card, then all the pushpins for records that belong to that category will be hidden from the map, even if any of the records belong to any other categories as well. For instance, if the user deselects the category of Annual revenue between 5000-10000, then all the pushpins for the records that belong to this category will be hidden from the map, even if any of these records belong to another category, like owner or industry. In the screenshot below, three categories have been selected, viz. Annual Revenue, Industry, and Owner.
In the screenshot below, only two categories have been selected, viz. Annual Revenue and Industry. The category card will now be displayed under the filter card.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Data Grid in Detail Map The Data Grid is available at the top right corner of the Detail map, which can be opened using the yellow button ‘List’. All plotted pushpins represent a unique record in Dynamics CRM, and the data grid helps users to access these records from the map screen, filter the data further, and perform some actions. Order of columns in the grid depends upon the Dynamics CRM View selected to plot the data, and in the case of Marketing Lists & Maplytics Dashboard records, it is the same as that of the Entity-View selected in Entity Map. The users can also customize the data columns to be visible in the grid by adding/removing columns from the Entity view.
**Filter & Sort Data:** The user can use the filter at the top of each column to further filter the data, selecting any condition and entering the corresponding value.
The user can see the filter icon at the column header to understand which column the data has been filtered. Further, users can click any column header to sort the data and see the arrow icon at the column header to indicate which column the data has been sorted by. The user can deselect some of the records and see at the bottom the number of records selected from the list
**Reset:** This will reset the grid to the initial search. **Resizable Data Grid:** The user can click once and drag to resize the data grid to the desired size.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Highlight Pushpins The user can click on any record within the Data Grid to highlight the respective pushpin on the map. He can also click on any pushpin on the map to highlight the respective record in the Data Grid.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Mass Actions 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 **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 the user needs to send bulk emails and also wants to keep a specific record in the Regarding field in the email. They can select the option of ‘Select Regarding’. To view this option, they can follow the steps mentioned below.
Now plot the required records to whom the mail has to be sent, and go to Actions to choose the option of ‘Send email’. Here, we have plotted Contacts.
Once clicked on ‘Send Email’ from ‘Actions’, user can select the option of ‘Select Regarding,’ and the Account that we plotted earlier will be set by Default within the Regarding field.
{% hint style="info" %} ***This option will be visible only if the map has been opened using map button on a record*****.** {% endhint %} **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:** 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 the respective Entity maps can be seen in the list of activities available to create using the " Create activities " button. By clicking this button, a window will open, and the activities will be created based on the inputs given in the window by the user. The activities created in this manner can be given a dynamic subject name by making a few changes in the Settings. The Activity Subject field helps identify and distinguish various activities and can also be used as a reference during client conversations.
For example, if a user selects the appointment as the activity 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 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 hours and so on till the appointment for record 7 is created for 1 hour till 5 pm. Here it meets the schedule end time, i.e., 5 pm. Now, 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 owner, the appointments will be assigned with the owner of the respective record, i.e., if Record 1 has user A as the owner, then the appointment for Record 1 will be User A itself.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Tooltip Card A user can click on any pushpin to open a tooltip card. This card will display the data like Address, Account name, etc., for the record. These attributes can be configured within the Tooltip Mapping section of the Entity Map so as to show on the Tooltip card
User can also set a particular record as ‘Origin’, ‘Destination', ‘Add to Route’ under Direction, ‘Set as Current Location’ and ‘POI location’ from the Tooltip card.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Quick Call to Action Buttons The user can associate quick action buttons. This helps in saving time while switching between screens to take actions. The first few actions are the default actions and cannot be changed by the user. The user can further add actions for creating records for activities and related entities. The default actions are as follows: · Open Record: Open record directly from this screen to edit any field · Directions: The record can be set as origin, destination, or just a waypoint · Change Owner: Assign an owner to the respective record by selecting a user or a team · Set As Current Location: This pushpin can become the current location for operations. · Set As POI Location: Can assign it as the point of interest · Plot Related Record: Plot One-to-Many and Many-to-One Relationships/Related records of a particular record, as shown below:
Select the required relationships from the list and click on the ‘Plot Records’ button. Related records will be plotted as shown below. Related Records can be plotted for multiple records simultaneously.
* **Execute Workflow:** The user can execute on-demand workflows on an individual record. When this button is clicked, it will open a window which will list down all the on-demand workflows available for the respective Entity as shown below:
The user can customize the rest of the actions according to their requirement. For example, a user can add Email, Add Task, Appointment, Quote, and many more. The user can define these actions under ‘Advanced Settings’ in Entity Maps. ***Go to*** ***Settings> Entity Map > Select Required Record > Advanced Settings > Tooltip Card Actions**,* or refer to the ‘Setup Entity Map’ section of the Installation Manual for further instructions.
· Email: Send email to this record · Add Task: Add task to this particular record · Appointment: Schedule an appointment with this record · Letter: Log physical letters sent to this record · Phone Call: Get on a call with the records · Work Order: Create a Work Order related to the plotted entity record · Follow and Unfollow: When the pushpin is clicked, the respective Tooltip card opens, which has actions on it. The follow/unfollow action is visible among them.
This action enables the Admin and all the users to follow the record.
In this way, the activities performed on the record by the users get listed within the timeline. The emails sent, contacts updated, and more can be easily viewed and tracked. With these updates, the admin or the users can understand the activities performed on the record by any of the users or the admin himself. The same button switches to unfollow if the record is already being followed. With ‘unfollow’, the activities will not be visible on the timeline. This means User A will not be able to check if an Email invite has been shared with the record by User B, and so on. The principle of follow/unfollow in Maplytics is similar to the one within Dynamics 365 CRM. The user can define this action under ‘Advance Settings’ in Entity Maps. ***Go to Setting > Entity Map Advance Settings > Tooltip Card Actions*** or refer to the ‘Setup Entity Map’ section of the Installation Manual for further instructions.
**Hover** The user can hover over Dynamics CRM Records plotted on the map to have a quick glance at their details. The user can have a maximum of 6 different attributes here, apart from the title attribute. Refer to the ‘Setup Entity Map’ section of the Installation Manual for steps to configure attributes on hover.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Filter Card This helps the user to select the required data among the multiple data points plotted on the map. The user can use the checkboxes on the Layer menu card to show or hide the required layers of the data to be shown on the map without removing them from the map.
{% hint style="info" %} Note: *The layer icon for the data source layer, POI layer, and Plot-child layer will change depending on the pushpins visible on the map* {% endhint %} **Show/Hide Labels** The user can click the ‘Show label’ icon to view labels for pushpins, regions, and territories plotted on the map. They can again click on ‘Hide Label’ to hide the labels visible on the map. The option to show or hide labels is available for every individual data layer plotted on the map.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Contextual Menu A user can right-click on the map to open the Contextual menu. It provides commonly used features in Dynamics CRM, such as creating a new record, setting origin/destination, selecting the current location on the map, and more. The contextual menu provides the following options:
**Create New Record:** The user can right-click anywhere on the map or any resulting POI and create a record for that particular location. This will save the record with the details of the address and the geo-coordinates.
{% hint style="info" %} ***Create new record option will not be available for existing record pushpin*** {% endhint %} **Directions:** * **Set As Origin:** This option will set the address of the pushpin/map location as the start location of the route. * **Set As Destination:** This option will set the address of the pushpin/map location as the end location of the route. **Add to Route:** This option will set the address of the pushpin/map location as an enroute waypoint(s) of the selected route. For example, the user has selected Point A & B as origin & destination respectively for a route, and now clicks on the ‘Add To Route’ option, Point B will remain as the destination and will become Point C. The address of the selected pushpin will become Point B of the route. **Set as Current location:** User can click on any pushpin or anywhere on the map to set the address of the pushpin or the location as the current location, respectively, which can be used for Proximity search. **Set as POI Location:** This option helps the user to set the location for the Point of Interest (POI) searches, like ATMs, restaurants, Airports, etc. Setting the POI location, the user can search for various Geo-tagged & mapped locations around it. **Save Settings:** User can save the default settings for the following options. These settings will be saved in the Configuration details record of the user - * **Current location:** This will save the location as the default current location. * **Map zoom level:** This sets the zoom level and map center for the Map. After this setting is done, whenever the user will open the Detail Map, it will be zoomed down to the location set here. * **Origin:** This sets the location as the default origin. * **Destination:** This sets the location as the default destination. The user can also click on any plotted pushpin to get a contextual menu. Along with the options mentioned above, this will provide the following options: **Open record:** User can open the record form right from the map and can further edit the details for the record.
Create Activities: The user can perform the following actions on the pushpin selected: · Task: This option helps the user to create a new task in Dynamics CRM for the selected record. · Appointment: The user can use this option to create a new appointment for the selected record. · Custom Entity: A new entity can be created. · Letter: A letter can be written for the record. · Phone Call: A call can be made to the POC for the record. · Work Order: A new Work Order can be created for the records.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Multi-Address Plotting If the entities in CRM contain more than one address, users can plot the records with 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, the user can click on the ‘Select address’ option 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 the Entity map. The user can select the required addresses and click on Search.
{% hint style="info" %} ***Note: The icon for ‘Select Address’ will only appear if multiple addresses are configured in the Attribute Mapping section of the respective entity map.*** {% endhint %}
The Layer menu will list both of the addresses for the Accounts.
While working with any enclosed shape, like a proximity, drawn shape, or a territory, the user can click on the enclosed shape to view the Data Grid. The screenshot below shows a Proximity search performed on the above Accounts that were plotted based on two addresses.
* [Plot and Analyze records with Multiple Locations on Map using new Multi – Address Plotting feature within Dynamics 365 CRM](< https://www.maplytics.com/blog/plot-and-analyze-records-with-multiple-locations-on-map-using-new-multi-address-plotting-feature-within-dynamics-365-crm/>) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Point of Interest (POI) Locations The user can search for any geo-tagged mapped locations called points of interest (POI), like ATMs, restaurants, hotels, coffee shops, etc., near a specified location. This can also be plotted alongside the CRM data. The user can right-click on the map to set the location as the POI location, or can directly enter the required location in the POI card.
They can either click on any of the POI icons or manually search for the required POI location by entering the respective keyword in the search bar.
Based on the selected POI location icon or the entered keyword, the results will be loaded.
{% hint style="info" %} ***Note: For each POI location search, only 25 locations will be plotted on the map.*** {% endhint %} Apart from plotting POI data, the user can also add the plotted businesses in Dynamics CRM records as leads, accounts, contacts, or any custom entity by using the Create New Record option in the POI card or Contextual menu. (Refer to the Contextual menu section).
{% hint style="success" %} For any queries, reach out to us at {% endhint %} ​ # Proximity Search User can search for the nearby records around a required location using Proximity Search. This will help the users to understand the proximity of the nearby records in regards to the selected location. There are two different options to perform a Proximity Search: 1. Proximity by Distance 2. Proximity by Time. **Current Location:** User can select any location or a record as the current location. This is used to specify the center point for the Proximity search. By default, this field displays the address stored in the Maplytics personalized record of the logged in user. This is always represented by a green color pushpin on the map and also indicated right next to the current location message box. **Related Posts:** * [Multiple Proximities and Multiple Searches All-Together in a Single Map with new Multi-Search Layer Feature within Dynamics 365 CRM!](https://www.maplytics.com/blog/multiple-proximities-and-multiple-searches-all-together-in-a-single-map-with-new-multi-search-layer-feature-within-dynamics-365-crm/) * [Search nearby records and optimize product deliveries with Maplytics within Dynamics 365 CRM](https://www.maplytics.com/blog/search-nearby-records-and-optimize-product-deliveries-with-maplytics-within-dynamics-365-crm/) * [Quickly Find nearby businesses and Assign them using Associate Records directly through Detail Map within Dynamics 365 CRM](https://www.maplytics.com/blog/quickly-find-nearby-businesses-and-assign-it-using-associate-records-directly-through-detail-map-within-dynamics-365-crm/) * [Quickly find list of suitable suppliers around your project area on Maps within Dynamics 365 CRM](https://www.maplytics.com/blog/quickly-find-list-of-suitable-suppliers-around-project-area-on-maps-within-dynamics-365-crm/) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Proximity by Distance This option will calculate the straight-line distance between the current location and all the points which fall in the proximity parameter as shown below:
Enter the radius for the Proximity search. The user can also add decimal values for the radii. The Proximity can be provided either in Miles or Kilometers. The User can also hover over a pushpin and see the distance from the current location. ### Concentric Proximity Search This new addition to Proximity based on Distance allows users to perform up to 3 proximity searches simultaneously. The user needs to enter the distance values separated by a comma (,) and all the points that fall in the defined proximity parameter will be plotted.
The Concentric proximity zones are represented by different colors for easy visual analysis. The user can also hover over individual proximity zones to highlight the circle and the details in it. {% hint style="info" %} **Note: *****The user can enter an integer value from 0.1 to 2000 for distance proximity search.*** {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Proximity by Time This option will calculate how many points fall in ‘x’ minutes or hours of driving distance from the current location. The Proximity can be provided in either Minutes or Hours. The User can also hover over a pushpin and see the distance from the current location.
# MapCopilot MapCopilot (Map + Copilot) is an AI-powered search assistant by Maplytics. It combines the energy of Location Intelligence and Artificial Intelligence to provide advanced, actionable data insights, empowering users across industries. While users can manually operate the Plot Card for tasks like data visualization, radius search, and locating points of interest, MapCopilot automates these efforts, enhancing usability, simplifying workflows, and elevating the overall Maplytics experience, especially for new users or teams under time pressure. **Plot Records using MapCopilot** MapCopilot can be accessed by clicking on its icon on the Detail Map.
Clicking on the icon opens the MapCopilot window with a few pre-defined prompts. The user can select any of the prompts and get records plotted on the adjacent map.
In the MapCopilot Panel, users can even type in their own queries/prompts. MapCopilot is an interactive AI assistant, hence, the user can converse with it in continuous prompts. MapCopilot can plot records and help in categorizing them efficiently with prompts in the user’s natural language. The user need not use the Plot Card to select the required data sources and categories to get the desired results. They can start by giving prompts for plotting All Accounts and categorizing them based on Industry in simple sentences.
The plotted records can be further filtered based on a particular Industry in the next prompt.
**Radius/ Proximity Search in MapCopilot** MapCopilot makes finding records nearby, within a specific travel distance or time, easy. Using Radius/ Proximity Search on a plot card requires the user to provide the current location, select radial/ time values, the datasource, and get the desired entity records plotted. With MapCopilot, all of it can be done with a single prompt. All Accounts within a few miles can be plotted quickly.
**Point Of Interest Location Search in MapCopilot** MapCopilot supports finding important locations nearby, such as Airports, Gas Stations, Libraries, Hotels, and more.
{% hint style="info" %} **MapCopilot recognizes voice/speech commands to write a prompt for the user.** {% endhint %} # Overlay This helps user to view the Dynamics CRM records along with shapes files and existing territories, and ArcGIS Online feature layers plotted on the map. User can also view the ‘layer menu’ to select or deselect the layers so as to show or hide the same respectively. Using Overlay user will easily be able to understand and analyze the data spread in required shape file regions and territories. User can select the following two options: * **Territory –** This option helps the user to select among the list of existing territories. * **File** **–** This option helps the user to select among the list of shape/excel files. The file should be in a territory in order to be visible in the list. * **ArcGIS -** This option helps the user to select from among the live feature layers hosted by ArcGIS Online. The file need not be in territory and can be used even with real-time changes.
Let us consider a Sales and Marketing Manager of a Food and Beverage brand planning on Sales Area expansion. He would want to know the demographic of the Target Group in the new area. Knowing the information about the population, their age groups, spending capacities, buying patterns, sex ratio, etc. would be helpful in categorizing them and designing marketing campaigns for them. The sales processes could then be planned to cater to young adults, the working population, senior citizens, and so on. Strengthening the location data with demographics would help in better decision-making. With the overlay feature, the Manager would be able to- · View the existing territories within the new area by plotting them over the map and know the headcount in all the territories along with other details · Import external shape/ excel files, save them in CRM and plot the same over the map to view the territorial data in-depth, or · Seamlessly integrate the ArcGIS Online feature layers with the Map and view the collated data of the new area Viewing this organized data spread in the new sales area he might decide on targeting 3 main territories with the right population age group and create marketing and selling plans for the young adults there. **Related Posts:** * [How to Create a Shapefile Overlay and Configure it within Dynamics 365 CRM or PowerApps](https://www.maplytics.com/blog/how-to-create-a-shapefile-overlay-and-configure-it-within-dynamics-365-crm-or-powerapps-part-1/) * [Show/hide plotted data using layer menu of Maplytics within Dynamics 365 CRM](https://maplytics.com/blog/show-hide-plotted-data-using-layer-menu-of-maplytics-within-dynamics-365-crm/) * [How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities](https://www.maplytics.com/blog/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities/) * [Analyse multiple layers of data using Overlay feature within Dynamics 365 CRM](https://www.maplytics.com/blog/analyse-multiple-layers-data-using-overlay-feature-within-dynamics-365-crm/) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Overlay by Territory User can select the option of Territory and select the territories they want to plot. Along with this, they can also select any datasource & view. This will help them view the datasource records along with the Overlay of territories selected. ![](/files/-MaODXOy7ci2RmubVzB_) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Overlay by File User can select a excel/shape file saved in CRM to plot the same on the map. Further users can select the following options as well. **Category Attributes:** An attribute can be selected to categorize the regions plotted by file. **Summary Attributes:** One or more attributes can be selected to show the same in the Summary card. The attributes selected within the ‘Configuration’ of the saved file in the Territory Entity will be selected by default. User can deselect them and can select other attributes. Users can also uncheck the option of ‘Plot All Regions’ if they do not want to plot all regions from the file. In this case, they can right click at any location on the map to select the option of ‘Show region’ from the Contextual Menu. This will help them to view the region for the respective selected location. User can again click on ‘Hide Region’ from the Contextual Menu to hide the region for the respective selected location. Further, user can also open the respective territory within which the file is saved using the ‘Open record’ button on the Summary card. ![](/files/-Mbdbh9oLzfxeaevQH0C) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Save Shape/Excel file in territory A file should be saved in a territory in order to be visible in the list of the files to be plotted as an Overlay. Follow the steps mentioned below to save the shape/excel file in a territory: * **Go to Settings > Business Management > Sales Territories > Create a sales territory > Save** * **Go to Territory Map Preview > Select Option > Shape file/Excel file > Save** ![](/files/-MbdclEZatAr35YwJGBg) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Save Shape File Within the Territory Map preview, user can select the option of ‘Shape File’ and select the color to view the regions in the same. ![](/files/-Mdmoo5Qml_QIQZ67pEm) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Save Excel File Within the Territory Map preview, user can select the option of ‘Excel File’ to select an excel file to the territory. User can also select the color to view the regions in the same. They further need to select the following options in order to save the excel file as per their requirement: **Select Region Type:** User should select the region type based on which the boundaries of the regions from the excel file is to be plotted. **Select Region Value:** User needs to select the column from the excel file that contains the values for the selected Region Type. **Select Main Region:** User needs to select the column from the excel file that contains the value for the biggest region for the selected Region type in order to plot the regions accurately. For example: If the Region type selected is Postal code, so the Main Region should be preferably Country. If the column of country is not available then the column with the values for respective States or Cities can be selected. ![](/files/-MbdcdHZKHDTsKerNRSw) {% hint style="info" %} For any queries, reach out to us at {% endhint %} # Convert Overlay to Territory User can use this button to convert an overlay record to a territory. After the overlay record is converted, it becomes a territory which can be searched in the option of ‘Territory’ in Overlay. ![](/files/-MbdcZlQ0wL2ZTLXVit3) {% hint style="info" %} * ***Supported file types for shape files are .shp, .kml and .geojson and excel files are .xlsx, .csv*** * ***In a territory, either a shape file can be saved or geographies can be created.*** * ***Only one shape file can be saved in one Territory.*** {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Overlay by ArcGIS Online Users can begin with establishing a seamless integration between Maplytics and ArcGIS Online with a few configuration steps. Once done, the user can select from among the various feature layers available online on the ArcGIS portal and plot the same on the map. Further users can select the following options as well.
Category Attribute: An attribute can be selected to categorize the regions plotted using the ArcGIS feature layer. The plotted regions are differentiated with multiple colors. This visual representation makes regional analysis easy. Summary Attributes: One or more attributes can be selected to show the same in the Summary card. All attributes will be selected by default. Users can deselect them in the plot card and can select other attributes. Attributes selected in the summary attribute field will also be displayed when hovered over the region boundary. **Integrate ArcGIS Online with Maplytics** For a seamless integration and to be able to utilize the hosted feature layers of ArcGIS Online, the user can perform the following steps- #### Single-factor authentication ***Go to Settings > Maplytics Configuration Details > Default configuration record> ArcGIS***
In case the multi-factor authentication option has not been enabled, the user can enter the URL from the ESRI Website, user name, and password. Once saved, the user can avail of the option of ArcGIS in the Overlay dropdown.
#### Multi- factor authentication The user needs to have a Developer’s Account on the ArcGIS Website by Esri. Once an account is created, the user will have his user name and password. Having access to this account, the user can select the feature layer that is suitable for his overlay needs. ***Go to Settings > Maplytics Configuration Details > Default configuration record> ArcGIS***
The user needs to provide a Client ID and a Secret Code that is available for the developer account. On saving the entered configuration record, a redirection URL gets generated.
This URL needs to be put up on the ArcGIS Developer’s Account.
A new button, ‘Authenticate Esri’ will then appear on the Maplytics Default Configuration page. On clicking this button, the user will get a window to enter username, password, and code. Once done, a connection will be established between Maplytics and the user’s ArcGIS Account allowing access to Feature Layer hosted by Esri
A code will then be sent on authenticator app which the user has selected while enabling multi factor authentication.
The User then needs to enter that code and avail access to an option of ArcGIS in the Overlay dropdown.
{% hint style="success" %} For any queries, reach out to us at {% endhint %} # Census data Visualization This feature helps the user to visualize census data on the map. Census data provides the information about the population for a whole country or parts of country. Visualization of this data on Maplytics will help the user to analyze various information of the required area in a country like Housing units, Area land, Area water, population demographics, etc. and take strategic decisions. A few census data are available by default within Maplytics. These default census data are provided by Bing maps for USA. User can also plot their own census files on the map which contains census data. User can configure categories to see colored regions as per the configuration and also configure attributes to see on Summary card and hover on region. To plot the census data, user can choose the option of ‘Files’ in the feature of Overlay. Please refer to the section of ‘Overlay’. Further users can select the following options as well. **Category Attributes:** An attribute can be selected to categorize the regions plotted by file. ![](/files/-MdmpGmSra6-Mm3d1yWL) **Summary Attributes:** One or more attributes can be selected to show the same in the Summary card. The attributes selected within the ‘Configuration’ of the saved file in the Territory Entity will be selected by default. User can deselect them and can select other attributes. ### Configuration for Census data User can configure the Census files provided by Maplytics in the Dynamics CRM. Please refer to the section of ‘Configure’ in Installation manual for the steps to configure. This will save some census files in CRM provide by Maplytics. While configuring the census data into Dynamics CRM, territories will get created within which the respective census data will be saved in the form of geographies. To view the saved census data, Go to ***Settings > Business Management > Sales Territories***. Following are the territories for census data saved on configuration: * England-Cities * Germany-Postalcodes * NewYork-Postalcodes * USA 111th Congressional Districts * USA Counties * USA States * USA-Postalcodes ### Configuration for attributes User can configure the attributes available in the census data/shape files to show on the map, create categories for attributes and select the colors to visualize the categorized data on the map. This allows the user to frame the data how they want to view on the map. Go to ***Settings > Business Management > Sales Territories > Territories with census data/shape files saved > Configuration*** **Attribute Configuration:** * **Summary Attributes:** User can select the attributes to show on the Summary card shown on the click on the regions in the census data/shape file plotted on the map. * **Hover Attributes:** User can select at a maximum of 6 attributes that will be shown on the hover on the regions in the census data/shape file plotted on the map. * **Data grid Attributes:** User can select the attributes from the census data/shape file to be shown as columns in the data grid in Detail map. ![](/files/-MaOFE4hMY7wTXbhEm5D) ### • Category Configuration User can create categories for the attributes in the census data/shape file. Creating categories will help the user to view the categorized census data for the required attributes in the desired colors. Some categories are provided by default for configured census data. User can click on New button to create a new category for any attribute. User can also click on ‘Edit’ and ‘Remove’ to make changes or delete the existing categories respectively. ![](/files/-MaOFOp4iUuGVbAauHVF) ### Create filters and define colors After clicking on Edit/New button, user can filter the attributes and define colors for the ranges of the filtered attributes. * **Attribute**: This shows the name of the Attribute for which the category has been created/will be created. * **Display Name:** User can type a name for the category which should be displayed in the list of the categories. * **Save:** User can click on save button to save the changes made. o Discard: User can click on Discard button to discard the changes made. * **Filter:** User can set various filter conditions for the category. o Value: User can set values for respective filters set. * **Color**: This can be used to set colors for individual filters set. The user can click on the Auto Set button to set random colors for all the values. * **Add/Remove**: Click on Add or Remove to add a new filter or delete the filter respectively. ![](/files/-Mdmpd8a2Jbkwla1DqRY) After the user has created categories, user can plot the census data along with an attribute selected to visualise the categorised Census data on the map as shown below: ![](/files/-MdmpuY4tdhCXaPU234h) {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Shape Operations With the help of Shape operations, users can perform Binary operations on the shapes drawn on the map. These operations can only be performed under the Search option of ‘By Drawing’ in the Plot card and Territory management section. Please refer to the section of Territory management for the shape operations in Territory management. User can open the ‘by drawing’ search option and right click on the shapes and can choose the option of ‘Shape operations’. The following five operations can be performed on the shapes: ### Difference This highlights the shape(s) obtained by subtracting the overlapped ones from the selected shape ![](/files/-MaOG89H5BDypH-gOfhP) ### Intersection This highlights the shape(s) where the selected shape and other shapes overlap. ![](/files/-MaOGM-7RLB0xE2GpAJH) ### Union This adds all the shapes overlapped on the selected shape. ![](/files/-MaOG_PuP4sThZ5bOHuv) ### Union Aggregate This performs union operation on all the shapes that are drawn on the map. If a shape does not overlap with any other shapes, it highlights such shapes and the union of the rest of the overlapping shapes. ![](/files/-MaOGvPRvQDhbsd1cNHf) ### Disjunctive union This highlights the shapes that are not overlapped and lie in the selected shape & the shapes that are linked with the selected shape. ![](/files/-MaOH_tm3MAo8cBfWO4o) Undo – While performing operations, user can use the option of ‘Undo’ to go only one step back into the binary operations performed Reset – Using the option of reset, user can remove all the operations that are performed on the shapes drawn on the map {% hint style="info" %} * To perform any operation, two or more shapes should overlap. * For Union Aggregate, there should be more than one shapes with or without overlap. * The highlighted shapes are new shapes as resultants of the operations performed. User can click on the highlighted shapes to view the summary card and the data in the view data grid. {% endhint %} {% hint style="success" %} For any queries, reach out to us at {% endhint %} # Territory Management {% hint style="info" %} Create, Align, and Manage balanced Territories manually or with a single click in CRM! Set up a free demo with our experts at and know-how to create an efficient [sales territory](https://bit.ly/3vYwLD2) plan. {% endhint %} Territory management helps the user to create new territories manually as well as automatically and align the existing territories as well to get proper distribution of territories. User can plot required regions, draw shapes or directly upload shape files/excel files to get the required regions plotted on the map to create territories for the same. User can create territories multiple automatically based on count of records or use the territory Alignment tool to select the required regions and create new territories for the same. While creating multiple territories automatically, user can also save the territories as a draft and rework on the draft to get the territories created as per the requirement. Further, user can plot the existing territories and edit them to get proper distribution of territories. {% hint style="info" %} ***To access Territory Management go to Detail map > More Options > Territory Management*** {% endhint %} ![](/files/-MaOHpkCrtjOt1zleFai) {% hint style="info" %} ***Users other than System Admin, can use Territory management only if they are given the role of Maplytics Territory Manager*** {% endhint %} User can use the search options to plot shape files, excel files, search by region, draw a shape or plot existing territories on the map. There are seven search options: * By File * By Proximity * By Region * By Drawing * By Territory * By Overlay * By ArcGIS
**Related Posts:** * [Microsoft Dynamics 365 CRM Territory Management for Field Services – why is it important!](https://www.maplytics.com/blog/microsoft-dynamics-365-crm-territory-management-for-field-services-why-is-it-important/) * [Create Multiple Territories with just One Click using Maplytics within Dynamics 365 CRM](https://www.maplytics.com/blog/create-multiple-territories-with-just-one-click-using-maplytics-within-dynamics-365-crm/) * [Set up, Assign and Visualize Sales Territories within Dynamics 365 CRM as per your business needs!](https://www.maplytics.com/blog/set-up-assign-and-visualize-sales-territories-within-dynamics-365-crm-as-per-your-business-needs/) * [Assign Territories within Dynamics 365 CRM by setting your own Rules and Conditions as per your business needs!](https://www.maplytics.com/blog/assign-territories-within-dynamics-365-crm-by-setting-your-own-rules-and-conditions-as-per-your-business-needs/) * [Territory Management within Dynamics 365 CRM/Power Apps gets more flexible – Draft Territories and Balance workload of your field sales and service reps!](https://www.maplytics.com/blog/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps/) {% hint style="success" %} For any queries, reach out to us at {% endhint %} --- [Next Page](/llms-full.txt/1)