Dynamics Portals – Entity List ‘Map View’
Dynamics Portal’s Entity List has an option to pin the records on a Map based on the Address of those records.
How does ‘Map View’ looks on Portal:
- With ‘Map View’ enabled, you will get a Map (bing/google) and matching records will be pinned on the map (i.e., Refer 1 pinned on the Map below).
How to set up ‘Map View’:
- On the ‘Entity List’ form, check the ‘Map Enabled’ checkbox.
- In ‘Entity Field Mappings’, map the address fields from ‘Contact’ entity (As my entity list mapped to Contact).
- Under ‘Settings’ section, provide below details
- Map Type : Bing/Google (I chose ‘Bing’ for this article)
- Credentials : Bing API credentials (You need to login here with your Live/Outlook account and generate the Key)
- Default Center Latitude : This is important. Geo coordinates where you want your map start from (I took ‘New Jersey’ coordinates as Default)
- Default Center Longitude : This is important. Geo coordinates where you want your map start from (I took ‘New Jersey’ coordinates as Default)
- Save
- On Portal, you will notice a Map loaded with ‘Default Center Latitude’ and ‘Default Center Longitude’ (i.e., ‘New Jersey’ in this example).
- In the ‘Address’ search box, provide ‘New York’ and click ‘Search’.
- As I configured Contact ‘Rajeev Pentyala’ with ‘New York’ coordinates (Refer screen below), Contact showed up in above screen.
- You can click on ‘Get Directions’ to get directions between Searched city (i.e., ‘New York’) and Default coordinates (i.e., New Jersey).
🙂
Categories: CRM, Dynamics Portals
Dynamics Portals, Entity List, Map View
Hey Rajeev,
Nice article and useful, Is there anyway we can have this functionality on Dynamics CRM 365?
If so, please provide instructions.
Thanks
Sunil
Don’t think of any OOB functionality. You might want to build custom web resource with bing map integration.
Hi Rajeev,
Instead of searching the address, is there a way to default the address of logged in user?
can you please let me know if this is possible?
Thanks,
Bala
You can use ‘Portal User Attribute’ under ‘Filter Conditions’ section of ‘Entity List’, which allows you to filter by logged in user.
Hi Rajeev, I have followed all your steps but bing map is not loading for me at all on portals , does this have any dependency on type of page template used ? , for your reference i have used “Full Page” template