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Microsoft Dynamics CRM (Archived)

visualizing my accounts on a map

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Posted on by

Hello,

All the accounts I registered in Dynamics have proper address details and I can locate them precisely on the map which appear on their respective window.

I believe Dynamics also offers the ability to capture/view all my accounts on a single map next to the list of my accounts.

How to active this feature?

Thank you!

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: visualizing my accounts on a map

    Hello,

    Such feature is no available OOB. You have 2 ways - either to use 3-rd party like this - www.inogic.com/.../maplytics-bing-map-microsoft-dynamics-crm or develop own integration.

  • Suggested answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at
    RE: visualizing my accounts on a map

    Hi Alain,

    If you have Power BI as part of your subscription you could use that to display the accounts onto a map, For this you would need to have the Latitude and Longitude against the accounts but that is easy enough.

    You would then make a 1 tab dashboard with the Power BI Chart imported (check the link below on how to connect)

    community.dynamics.com/.../power-bi-amp-crm-2016-update-1

  • Inogic Profile Picture
    651 on at
    RE: visualizing my accounts on a map

    Thanks Andrii for introduction.

    @alainp: Maplytics offer locational intelligence in your Dynamics CRM data. Maplytics helps you plot multiple entities data, categorise, do radius search, and take action like booking appointment or build a route, all from one single screen of map. Click on below link to read more:
    http://www.maplytics.com/map-dynamics-crm-data/ 

    Thanks,

    Sam

  • Suggested answer
    Jaydip Dabhi Profile Picture
    170 on at
    RE: visualizing my accounts on a map


    Hello, alainp:
    Mappyfield 365 offer locational intelligence in your Dynamics CRM data. Mappyfield 365 helps you plot multiple entities data, categorise, do radius search, and take action like booking appointment or build a route, all from one single screen of map.

    • Remarkable Features:
      Heat Map Visualization
    • Route Optimization,
    • Reporting and Analytical Dashboard
    • Checkin-checkout
    • User level Configration
    • Territory Management
    • Auto Scheduling
    • Live User Tracking



     

    Thanks,

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