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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Is bing maps available...
Customer experience | Sales, Customer Insights,...
Answered

Is bing maps available on the Opportunities Entity?

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Posted on by Community Member

I have it up and running on my Leads entity, but when trying to add it to my Opportunities form it is greyed out. Is it possible to use it in the opportunities entity or is this intentional?

Thanks

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  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,323 on at

    Hi,

    Thank you for your query.

    Bings map is no available on the opportunity entity.

    Here is the extract form Microsoft Docs:

    "Bing Maps can be displayed on a form for the account, contact, lead, quote, order, invoice, competitor, and system user entities."

    Configure Bing maps in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs (On-premise)

    Configure Bing maps in a model-driven app with Power Apps - Power Apps | Microsoft Docs (online)

    You can use a 3rd-party solution like:

    MS Dynamics CRM Map Integrations, Start 30 Days Free Trial - AppJetty

  • Inogic Profile Picture
    Inogic 764 on at
    Hey!
    In case the query hasn’t been resolved yet, do have a look at Maplytics. It is designed to work with both system and custom entities in Dynamics 365, including Opportunities. It provides seamless integration for maps and location intelligence across various entities.
    Steps to Enable Maplytics on the Opportunities Form:
    1. Check the Configuration
      Ensure that the Opportunities entity is enabled for Maplytics in the configuration settings:
      • Go to the Maplytics configuration area.
      • Confirm that the Opportunities entity is added to the list of entities enabled for Maplytics.
      • Map the appropriate geo-coordinates fields (latitude and longitude) for the Opportunities entity.
    2. Add Maplytics Map Control
      If the map control is greyed out, it might not be properly added to the Opportunities form. Follow these steps:
      • Open the form editor for the Opportunities entity in Dynamics 365.
      • Add the Maplytics map control to the desired section of the form.
      • Configure the control to use Maplytics for displaying data.
    3. Check Security Roles
      Verify that the logged-in user has the required permissions for Maplytics and access to the Opportunities entity:
      • Navigate to the security roles assigned to the user.
      • Ensure they have the necessary permissions to view and interact with Maplytics on Opportunities.
    4. Publish and Test
      After making changes, save and publish the form. Open an Opportunity record to check if the Maplytics map is now visible and functional.
    Why Maplytics for Opportunities?
    Using Maplytics with Opportunities allows you to:
    • Visualize sales opportunities on a map.
    • Perform proximity searches to identify nearby leads or clients for cross-selling.
    • Plan sales routes effectively for field sales representatives.
    • Gain geographical insights into your sales pipeline.
    Maplytics is an all-in-one mapping solution that enhances decision-making and operational efficiency through the power of geospatial intelligence. You can experience the same with a 15-day free trial from our Website/ AppSource or simply connect with the team at crm@inogic.com for a free personalized demo. One can hop on to the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. It may help you resolve more problems than just one!

    ​​​​​​​Thanks!

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