Microsoft Dynamics CRM (Archived)

Show location map on dashboard

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I want to show location map (using zip code) on dashboard for current leads and opportunities.

Is there any way to achieve this?

Thanks for your help in advance.

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AppJetty 1,019 on at

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RE: Show location map on dashboard

Yes, you can achieve the display of a location map based on zip codes for current leads and opportunities on a dashboard in Dynamics CRM. To accomplish this, you can utilize the mapping and geolocation capabilities provided by the MappyField 365 For Dynamics CRM plugin developed by AppJetty.

MappyField 365 integrates with mapping services such as Google Maps or Bing Maps and enables you to visualize and analyze your data geographically. Here's how you can achieve the display of a location map on your CRM dashboard:

Install MappyField 365: Begin by installing the MappyField 365 app from the AppJetty website or the Dynamics CRM AppSource. Follow the installation instructions provided by AppJetty.

Configure Mapping Settings: Once the app is installed, configure the mapping settings within MappyField 365. This includes connecting to your preferred mapping service (e.g., Google Maps), specifying any required API keys, and setting up the map display options.

Map Leads and Opportunities: Associate zip codes with your leads and opportunities within Dynamics CRM. MappyField 365 will use these zip codes to plot the corresponding locations on the map.

Customize Map Display: Customize the appearance of the map markers and labels to suit your preferences. You can assign different colors or symbols to represent specific lead or opportunity categories or stages.

Add Map to Dashboard: In Dynamics CRM, customize your dashboard by adding a new component. Select the MappyField 365 component, configure the settings, and choose the desired view (e.g., current leads and opportunities).

By following these steps, you can display a location map on your CRM dashboard that shows the geographical distribution of your current leads and opportunities based on their associated zip codes. This visual representation can help you analyze data patterns, identify trends, and make informed decisions.

For more detailed instructions and guidance specific to MappyField 365, I recommend referring to the documentation and support resources provided by AppJetty.

Here is the link for documentation!

I hope this helps!

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Inogic 651 on at

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RE: Show location map on dashboard

Hi Purva,

There’s an app called “Maplytics” available on Microsoft AppSource which could help you in the required display. This app is a 5-star rated app that is popular for the seamless integration of Bing Maps with Microsoft Dynamics 365 CRM.

Below are a few key features of Maplytics:

Visualization of CRM Records over the map

Analysis of the CRM data on Map with Geo-Analytical Dashboards

Appointment Scheduling and travel Route Optimization

Real-time tracking of the on-field reps on the Map, and much more

You can explore more about Maplytics from our website and further evaluate our solution from AppSource.

Once you install the Maplytics solution, kindly refer to our docs for further evaluation.

In case of any further queries or concerns, please feel free to reach out to us at crm@inogic.com.

Hope this helps.

Thanks!

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Chickyd 187 on at

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RE: Show location map on dashboard

Same here... anyone found anything to resolve this issue?

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Community Member on at

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RE: Show location map on dashboard

Hello Please refer the below link to show current location on bing map in Dynamic CRM.

http://aspsolutionkirit.blogspot.in/2018/05/how-to-get-current-location-in-dynamic.html

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Community Member on at

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RE: Show location map on dashboard

Vikas, can you please provide me some links regarding the same?

Thank you Moran and Chitrarasan. I will try these tools as well.

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Royal King 27,686 on at

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RE: Show location map on dashboard

Try the below solution available in the codeplex it works well and you can use it in dashboard and views

crmmapchart.codeplex.com

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Community Member on at

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RE: Show location map on dashboard

Yes, you can use odata queries to get the data from CRM.

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Community Member on at

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RE: Show location map on dashboard

hii Purva ,

you can try this instruction :

www.powerobjects.com/.../place-powermap-in-a-dashboard-in-dynamics-crm

hope it will help !

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Community Member on at

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RE: Show location map on dashboard

Thanks for your quick response. In this case, I will need to insert map inside web resource (HTML page). Right? Also, how can retrieve CRM data in a web resource on a CRM dashboard and not on entity form? Is this possible?

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Community Member on at

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RE: Show location map on dashboard

When you are on the record, you can use Bing maps. But if you want to show it on Dashboard, I would suggest creating a webresource, fetching the data and showing it on Map.

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