Category Archives: Maplytics

Geocode Records in Microsoft Dynamics CRM

In the previous article, we saw how you can configure Maplytics Default values in your MS Dynamics CRM. In this article, we will cover geocoding Dynamics CRM data with Bing Maps. Geocoding refers to getting the latitude and longitude i.e the geographic coordinates of your address. Geo-coordinates help in plotting the addresses accurately on the… Read More »

Re-Install Sample records of Entity maps and Dashboards in Maplytics

While we were discussing about Registering Maplytics in our last post we saw once the Maplytics license was installed there’s an option to install Sample Dashboards. This post explains how to restore the sample data installed for Maplytics if you have accidentally deleted the sample records of EntityMap/Dashboard. If you try to re-install the samples… Read More »

Configure Maplytics Default values in your Dynamics CRM

Every business is unique and Maplytics caters to all user personas of Sales, Marketing and Managers providing them with analytical Power of Maps from within your Dynamics CRM on-premises or online. To map your requirements with Maplytics you need to configure the default values best suited for your business need. How to Configure Default Values:… Read More »

Assign Maplytics Security Roles to users in your Dynamics CRM

After adding users to the Maplytics Team it is important to assign a secutity role to the user. This post will cover more about Maplytics Security roles and how you can assign them to your CRM users. Steps to Assign Maplytics Security Roles: Two new security roles specific to Maplytics would be installed along with… Read More »

Create Maplytics Team in your Dynamics CRM

In our earlier posts we have seen how to install and Register Maplytics in your Dynamics CRM. For a better control over who you want to give access to Maplytics in your organization we have made it a primary requirement to setup Maplytics Team in your Dynamics CRM on-premises or online. Lets read more about this… Read More »

Steps to Install Maplytics in your Dynamics CRM

You have been reading about our Maplytics – One of the most comprehensive Bing Maps integration solution for Dynamics CRM in our earlier posts. In our todays post let’s have a quick walk through on how you can install our Maplytics solution in few easy steps. Note : You need to have System Administrator/System Customizer… Read More »

Maplytics Support Extended for Large Datasets

Maplytics allows you to integrate all entities including custom entities so you can explore more on customer statistics, know them better, serve them better and have more happy customers and obviously grow your Business. Plot any entity, find your best route using multiple waypoints, color code your pushpins, all this and much more from within… Read More »

Build a Marketing List through Proximity/Radius Search in Dynamics 365 CRM using Maplytics

Marketing campaigns are often targeted towards contacts or leads that are within a certain radius from the target location. To give an example you have been asked to distribute coupon codes to your contacts for a new store that you are opening closer to their location. Using OOB Advanced Find tool of Dynamics CRM, you… Read More »