{"id":15308,"date":"2019-05-08T11:31:08","date_gmt":"2019-05-08T11:31:08","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=15308"},"modified":"2019-05-08T11:31:08","modified_gmt":"2019-05-08T11:31:08","slug":"plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\/","title":{"rendered":"How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities"},"content":{"rendered":"<p style=\"text-align: justify;\">In our <a href=\"https:\/\/www.maplytics.com\/release-notes\/cds-support-census-data-visualization-march-2019-release\/\" target=\"_blank\" rel=\"noopener noreferrer\">last release<\/a> we had introduced <a href=\"https:\/\/www.maplytics.com\/features\/analyse-multiple-layers-data-using-overlay-feature-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Overlay<\/a> feature, which enables users to plot another layer of data over the layer of Dynamics 365 CRM records. The main motive of this feature was to enable users to visualize multiple data layers on a single map. To facilitate the same we had also introduced layer menu which helps the user to show\/hide the layers of data plotted on the map.<\/p>\n<p style=\"text-align: justify;\">We did not stop here and with this release, we have added a new feature which enables the users to visualize the categorized data for more than one entity. Within the plot card, user can plot a maximum of three entities. Now the user will also be able to choose the categories for all the three entities.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s say Ashely is the Sales Manager of her company and wants to understand the current situation of sales. She can easily plot the Categorized data for Accounts, Leads and Open Opportunities together on the same map. She can plot the Accounts categorized by Annual revenue so as to look for the revenue achieved yet. She will further plot the Leads by rating so as to have an idea of the number of hot and cold Leads. Along with this, she can plot the Open Opportunities categorized by the estimated revenue so as to know the estimated revenue that could be achieved further. In the screenshot below, she can easily see all of the three Entities plotted with the respective categories.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-15302\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/05\/1Plot-Multiple-Categorized-Dynamics-CRM-data.png\" alt=\"Plot Multiple Categorized Dynamics CRM data\" width=\"1439\" height=\"760\" \/><\/p>\n<p style=\"text-align: justify;\">Further, she can use Layer Menu to show\/hide the layers plotted on the map. This way she does not need to plot any data again and the data will always be there on the map, she can simply hide any layer to view the others and again choose to show the layer to view all the entities together.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15303\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/05\/2Plot-Multiple-Categorized-Dynamics-CRM-data.png\" alt=\"Plot Multiple Categorized Dynamics CRM data\" width=\"1440\" height=\"756\" \/><\/p>\n<p style=\"text-align: justify;\">She can further use the category cards to look for the data that fall in the individual ranges created for the categories. She can easily show\/hide the ranges of the categories to concentrate on only some of them.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15304\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/05\/3Plot-Multiple-Categorized-Dynamics-CRM-data.png\" alt=\"Plot Multiple Categorized Dynamics CRM data\" width=\"1437\" height=\"754\" \/><\/p>\n<p style=\"text-align: justify;\">Ashley can always use the data grid to filter the data that is plotted on the map. The data grid provides the data for all the records plotted on the map which can be sorted or filtered.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15305\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/05\/4Plot-Multiple-Categorized-Dynamics-CRM-data.png\" alt=\"Plot Multiple Categorized Dynamics CRM data\" width=\"1440\" height=\"753\" \/><\/p>\n<p style=\"text-align: justify;\">In addition to this, she can also use the feature of Overlay to plot territories to understand the situation of sales for different territories.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-15306\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/05\/5Plot-Multiple-Categorized-Dynamics-CRM-data.png\" alt=\"Plot Multiple Categorized Dynamics CRM data\" width=\"1440\" height=\"754\" \/><\/p>\n<p style=\"text-align: justify;\">This way it has become really easy to plot multiple entity records with respective categories on the map and have a detailed analysis of the same. With the use of all of the features available within Detail map, it makes the Detail map one of the most productive platforms to <a href=\"https:\/\/www.maplytics.com\/map-dynamics-crm-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">visualize and analyze your Dynamics 365 CRM data<\/a>.<\/p>\n<p style=\"text-align: justify;\">Download the latest solution from <a href=\"https:\/\/www.maplytics.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Maplytics<\/a> and start using Detail map to its optimum efficiency today. If you have not upgraded as yet, download our <a href=\"https:\/\/www.maplytics.com\/release-notes\/cds-support-census-data-visualization-march-2019-release\/\" target=\"_blank\" rel=\"noopener noreferrer\">March release<\/a> today which has <a href=\"https:\/\/www.maplytics.com\/cds-support-dynamics-365-crm-maps-integration-solution-as-powerapps-app\/\" target=\"_blank\" rel=\"noopener noreferrer\">PowerApps CDS Support<\/a>, <a href=\"https:\/\/www.maplytics.com\/visualize-census-data-on-map-within-microsoft-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Census Data visualization<\/a> and much more not to be missed!<\/p>\n<p>Happy mapping!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our last release we had introduced Overlay feature, which enables users to plot another layer of data over the layer of Dynamics 365 CRM records. The main motive of this feature was to enable users to visualize multiple data layers on a single map. To facilitate the same we had also introduced layer menu [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[238,265,266],"class_list":["post-15308","post","type-post","status-publish","format-standard","hentry","category-features","tag-map-dynamics-365-crm","tag-plot-multiple-categorized-dynamics-365-crm-data","tag-plot-multiple-categorized-dynamics-crm-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"In our last release we had introduced Overlay feature, which enables users to plot another layer of data over the layer of Dynamics 365 CRM records. The main motive of this feature was to enable users to visualize multiple data layers on a single map. To facilitate the same we had also introduced layer menu [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-05-08T11:31:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"498\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sam Kumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@maplytics\" \/>\n<meta name=\"twitter:site\" content=\"@maplytics\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities\",\"datePublished\":\"2019-05-08T11:31:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/\"},\"wordCount\":522,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2019\\\/05\\\/1Plot-Multiple-Categorized-Dynamics-CRM-data.png\",\"keywords\":[\"Map Dynamics 365 CRM\",\"Plot Multiple Categorized Dynamics 365 CRM data\",\"Plot Multiple Categorized Dynamics CRM data\"],\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plot-categorical-data-for-deep-analysis-of-multiple-dynamics-365-crm-entities\\\/\",\"name\":\"How to plot Categorical Data for in-depth analysis of multiple Dynamics 365 CRM entities - 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