{"id":17106,"date":"2020-05-19T12:50:10","date_gmt":"2020-05-19T12:50:10","guid":{"rendered":"https:\/\/maplytics.com\/blog\/?p=17106"},"modified":"2023-11-03T11:52:46","modified_gmt":"2023-11-03T06:22:46","slug":"prerequisites-for-getting-started-with-maplytics-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/prerequisites-for-getting-started-with-maplytics-within-dynamics-365\/","title":{"rendered":"Prerequisites for getting started with Maplytics within Dynamics 365 CRM"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]It’s been quite an exciting journey for your favorite Maplytics within Dynamics 365 CRM and PowerApps, we recently saw the new\u00a0April 20 release<\/a>\u00a0with some cool new features like truck routing, PCF Controls, and many more making this a must-have app within your Dynamics 365 CRM.<\/p>\n

We have been often asked about prerequisites for getting started with Maplytics and have covered a lot of these in our articles on our\u00a0InfoCentre<\/a>\u00a0and informative\u00a0videos<\/a>. In our last post, we covered\u00a0Steps to Upgrade or Activate a Free Trial<\/a>\u00a0of Microsoft Preferred App \u2013 Maplytics from AppSource. Today in this post let’s recap and move a step ahead on how to get started with Maplytics in your Dynamics CRM.<\/p>\n

Installation<\/em><\/strong><\/p>\n

The first and foremost step is to install the Maplytics solution. You can download the zip folder for Maplytics solution from our\u00a0Maplytics website\u00a0<\/a>as per the Dynamics 365 CRM version selected. You can download the instruction manuals, presentation, and white paper as well from this webpage.<\/p>\n

You can also choose to download the Maplytics solution folder for PowerApps by selecting PowerApps within this list. To import and activate the trial in PowerApps, please refer to this\u00a0blog<\/a>.<\/p>\n

You can also install Maplytics solution directly in your Dynamics 365 via AppSource. To install Maplytics from AppSource, please refer to this\u00a0blog<\/a>.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17095″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]This will start the download of the folder of Maplytics solution and you will see the screen below.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17096″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Once you have downloaded the zip folder for Maplytics solution, you need to extract the downloaded folder and import the managed solution into your Dynamics CRM.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17097″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Activate the license<\/em><\/strong><\/p>\n

After installing the solution, you need to activate the license. To do that, go to Maplytics App > Settings > License Registration > Enter CRM<\/strong> details and click on \u2018Activate\u2019. This will activate the free trial of Maplytics.<\/p>\n

Note: For subscribed users, this step will update the license as per what we have issued for your Dynamics CRM based on your subscription.<\/em>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17098″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]After activation, you will be able to see the License end date at the bottom of your screen.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17099″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Configure<\/em><\/strong><\/p>\n

Once you have activated the license, you need to configure Maplytics. To configure, you need to click on \u2018Configure\u2019 button on the same page of License registration. You can also reach the page by going to Maplytics App > Settings > License Registration > Configure tab > Click on \u2018Configure\u2019<\/strong>. This will create the required entity maps and dashboards within your Dynamics CRM.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17100″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Add users to Maplytics team<\/em><\/strong><\/p>\n

After you have configured, it will take you to the page of Maplytics team. Here, you need to add the users to the Maplytics team, whom you want to provide the access of Maplytics. You can also go to the Maplytics team from the Maplytics App. To do this, go to Settings > Teams > Maplytics team > Add users<\/strong>.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17101″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Note: The number of users added to the Maplytics team should be equal to the number of users for which the trial has been activated. <\/em>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”17102″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Geocoding<\/em><\/strong><\/p>\n

Once you have completed the above steps, the last step you need to do in order to get Maplytics started is the geocoding. In order to plot the records, its necessary that the records are geocoded i.e., the records have the values for geocoordinates (Latitude and Longitude). You can geocode the records with either Batch Processing Tool or the Geocoding Workflow:<\/p>\n