{"id":19038,"date":"2022-03-14T15:56:51","date_gmt":"2022-03-14T10:26:51","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=19038"},"modified":"2022-03-14T15:57:55","modified_gmt":"2022-03-14T10:27:55","slug":"not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics\/","title":{"rendered":"Not Able to View Dynamics 365 Data on Map? Here\u2019s how to geocode quickly in Maplytics!"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">While working with Dynamics 365 records, having a geolocational component is always very beneficial. <a href=\"https:\/\/www.maplytics.com\/\" target=\"_blank\" rel=\"noopener\">Maplytics<\/a> is the preferred app on <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> that helps to get geographical insights for the Dynamics 365 data. Getting started with it is a very easy task, a user can simply follow the <a href=\"https:\/\/maplytics.com\/blog\/prerequisites-for-getting-started-with-maplytics-within-dynamics-365\/\" target=\"_blank\" rel=\"noopener\">steps for prerequisites<\/a> and can start using Maplytics to plot data and perform actions on it.<\/p>\n<p style=\"text-align: justify;\">Maplytics helps to plot all of your Dynamics CRM entity records and enables users to use features like <a href=\"https:\/\/www.maplytics.com\/features\/find-nearby-customers-multiple-proximities-concentric-proximity-search-dynamics-365\/\" target=\"_blank\" rel=\"noopener\">Proximity search<\/a>, <a href=\"https:\/\/www.maplytics.com\/features\/create-multiple-territories-quickly-within-map-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Territory management,<\/a> <a href=\"https:\/\/maplytics.com\/blog\/appointment-planning-for-multiple-field-reps-made-easy-with-advanced-auto-scheduling-within-dynamics-365-crm-power-apps\/\" target=\"_blank\" rel=\"noopener\">Auto Scheduling<\/a>, and <a href=\"https:\/\/www.youtube.com\/watch?v=r9Kr4oSM2IM\" target=\"_blank\" rel=\"noopener\">Routing Optimization<\/a> and many more to get the relevant and required data as the resultant.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19047&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">While plotting Dynamics 365 data on the map, many times it happens that users notice that all of the records that are in their CRM are not getting plotted on the map. In such cases, one of the main reasons could be that all the records are not geocoded. The most important necessity to plot the CRM records in Maplytics maps is to have the records geocoded i.e., having latitude and longitude values in the records. If the records are not geocoded then the respective records will not get plotted on the map.<\/p>\n<p style=\"text-align: justify;\">So, if the users are noticing that all the records are not getting plotted on the map, the user can check if all the records are geocoded or not. To check this, the users need to go to the <strong>Maplytics app &gt; Settings &gt; entity map &gt; Entity map of the required entity &gt; General section &gt; Get Geocode Count.<\/strong> Clicking on the \u2018Get geocode count\u2019 button will refresh the values within the two fields, total records, and geocoded records. If there is a difference between these two values, it means that the \u2018difference number\u2019 of records are not geocoded. In the screenshot below, we can see that Total Account records in the CRM are 3327 and the geocoded records are only 3030, this means 297 records are still not geocoded.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19043&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Now that the users know how many records are not geocoded, they can go to the \u2018Advanced Find\u2019 to check which of the records or not geocoded. To do this, we can simply put a query for the latitude and longitude fields as shown below for the respective entity and click on \u2018Results\u2019 to see the non-geocoded records. The screenshot below shows the query for Accounts.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19042&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Now that the users can see the list of records that are not geocoded, they can select these records and then click on the \u2018Run Workflow\u2019 button from the ribbon bar.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19041&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]They need to choose the \u2018Inogic.Maplytics.GeoCoding\u2019 workflow and run it on the records.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19040&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Running the geocoding workflow on the records will geocode the records i.e. getting latitude and longitude values for respective records based on their address. Now that the remaining records are geocoded, users can go to the Detail map and plot all of the records again. They can also cross-check the count of records plotted on the map within the data grid at the bottom of the map. The below screenshots shows that all of the Accounts i.e., a total of 3327 Accounts have been plotted on the map after geocoding the rest of the Accounts as well.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;19039&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">This way users can easily check and geocode the non-geocoded records in order to visualize their required CRM data on the map. With such easier steps, Maplytics has been providing all the geo-analytical features that are user friendly and very easy to use.<\/p>\n<p style=\"text-align: justify;\">Start a free trial of Maplytics and test its features for your mapping requirements. You can also visit our <a href=\"https:\/\/www.maplytics.com\/training-videos#videos\" target=\"_blank\" rel=\"noopener\">video library<\/a> to know more about Maplytics. Contact <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener\">crm@inogic.com<\/a> to share your mapping requirements and get a free demo session customized to your mapping needs.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] While working with Dynamics 365 records, having a geolocational component is always very beneficial. Maplytics is the preferred app on Microsoft AppSource that helps to get geographical insights for the Dynamics 365 data. Getting started with it is a very easy task, a user can simply follow the steps for prerequisites and can start [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":19050,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[309,402],"class_list":["post-19038","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-dynamics-365-data-on-map","tag-geolocational"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Not Able to View Dynamics 365 Data on Map? Here\u2019s how to geocode quickly in Maplytics! - 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\/not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Not Able to View Dynamics 365 Data on Map? Here\u2019s how to geocode quickly in Maplytics! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] While working with Dynamics 365 records, having a geolocational component is always very beneficial. Maplytics is the preferred app on Microsoft AppSource that helps to get geographical insights for the Dynamics 365 data. Getting started with it is a very easy task, a user can simply follow the steps for prerequisites and can start [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics\/\" \/>\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=\"2022-03-14T10:26:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-03-14T10:27:55+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/03\/maplytics10.png\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\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\\\/not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/not-able-to-view-dynamics-365-data-on-map-heres-how-to-geocode-quickly-in-maplytics\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Not Able to View Dynamics 365 Data on Map? 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