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Home > CRM, Dynamics Portals > Dynamics Portals – Entity List ‘Map View’

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).

Portal_Map_1

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).

Portal_Map_3

  • 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)
    • Portal_Map_5
    • 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).

Portal_Map_6

  • In the ‘Address’ search box, provide ‘New York’ and click ‘Search’.

Portal_Map_1

  • As I configured Contact ‘Rajeev Pentyala’ with ‘New York’ coordinates (Refer screen below), Contact showed up in above screen.

Portal_Map_4

  • You can click on ‘Get Directions’ to get directions between Searched city (i.e., ‘New York’) and Default coordinates (i.e., New Jersey).

Portal_Map_2

🙂

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