{"id":21845,"date":"2024-07-30T18:01:16","date_gmt":"2024-07-30T12:31:16","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=21845"},"modified":"2024-12-10T17:09:26","modified_gmt":"2024-12-10T11:39:26","slug":"smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\/","title":{"rendered":"Smartly plot records on a map using \u2018By Territory\u2019 and \u2018By Template\u2019 within Dynamics 365"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]So far, we have seen how to plot records on the map using <a href=\"https:\/\/www.maplytics.com\/blog\/use-current-location-to-plot-and-analyze-data-on-a-map-integrated-within-dynamics-365-crm\/\">GPS Location<\/a> of the user, using regions based of cities, postal codes, countries, etc., using <a href=\"https:\/\/www.maplytics.com\/blog\/use-drawing-tools-regions-and-files-to-plot-and-analyze-data-on-a-map-integrated-within-dynamics-365\/\">Drawing tools<\/a> like circle, polygon, and more, and files.<\/p>\n<p>A quick view of the same is here-<br \/>\n<iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/Hs3ZIUCYg3Q?si=txyp0XRqEzvkloZt\" width=\"700\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Today, let\u2019s conclude the series by exploring plotting based on \u2018By Territory\u2019 and \u2018By Template\u2019 options.<\/p>\n<h4><u>By Territory<\/u><\/h4>\n<p>This option helps in plotting records within a selected sales territory. In the following example, 3 territories have been selected and Account records within them have been plotted. The <a href=\"https:\/\/www.maplytics.com\/sales-territory-management-map-dynamics-365\/\">territories<\/a> have been distinguished by different colors for convenience.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21846&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The Territory List displayed simultaneously encompasses the selected territories[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21847&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Toggling off the Layer Menu displays the records on the map but switches off the territory demarcation.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21848&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<h5><u>By Template<\/u><\/h5>\n<p>Templates are often used by businesses using <a href=\"https:\/\/www.maplytics.com\/\">Maplytics<\/a> to save repeatedly used searches again and again without having to add the filters every time. The \u2018By Template\u2019 option allows a searched view that is saved with a name to be available to the user in a drop-down list.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21849&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The required template can be selected every time and quickly plotted and used.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21850&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]In Maplytics\u2019 #ProAtMaplytics Series we have seen how filters can be applied and records can be plotted, how these filtered views can be saved as \u2018templates\u2019 with a designated name, how the templates can be reused again and again for quick plotting of the views, and how they could be set up as default templates for every use henceforth.<\/p>\n<p>The same can be checked out here:<\/p>\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/68xpYrqnokQ?si=WBZVkItSvVcY6cIj\" width=\"700\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h5><strong>What\u2019s More?<\/strong><\/h5>\n<p>Maplytics is like water that can be moulded into any role. It makes map integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to\u00a0<a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>\u00a0To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with the team.<\/p>\n<p>For applied knowledge, do visit our\u00a0<a href=\"https:\/\/www.maplytics.com\/\">Website<\/a>\u00a0or\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1\">Microsoft AppSource<\/a>. One can hop on to the detailed\u00a0<a href=\"https:\/\/www.maplytics.com\/blog\/\">Blogs<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/customer-testimonials\/\">Client Testimonials<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/customer-success-stories\/\">Success Stories<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/industry-solutions\/\">Industry Applications<\/a>, and\u00a0<a href=\"https:\/\/www.youtube.com\/channel\/UCM4V7ousgLSu1hbOEv4DUuQ\">Video Library<\/a>\u00a0for a quick query resolution. You can also leave us a review or write about your experience on\u00a0<a href=\"https:\/\/www.maplytics.com\/blog\/maplytics-reviews-add-them-on-microsoft-appsource-or-g2-com\/\">AppSource or G2 Website<\/a>.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]So far, we have seen how to plot records on the map using GPS Location of the user, using regions based of cities, postal codes, countries, etc., using Drawing tools like circle, polygon, and more, and files. A quick view of the same is here- Today, let\u2019s conclude the series by exploring plotting based on [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21851,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[501],"tags":[],"class_list":["post-21845","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-backtobasics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Smartly plot records on a map using \u2018By Territory\u2019 and \u2018By Template\u2019 within Dynamics 365 - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Toggling off the Layer Menu displays the records on the map but switches off the territory demarcation.\" \/>\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\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smartly plot records on a map using \u2018By Territory\u2019 and \u2018By Template\u2019 within Dynamics 365 - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Toggling off the Layer Menu displays the records on the map but switches off the territory demarcation.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\/\" \/>\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=\"2024-07-30T12:31:16+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-10T11:39:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2024\/07\/Maplytics-Blog-11-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"2800\" \/>\n\t<meta property=\"og:image:height\" content=\"1600\" \/>\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\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Smartly plot records on a map using \u2018By Territory\u2019 and \u2018By Template\u2019 within Dynamics 365\",\"datePublished\":\"2024-07-30T12:31:16+00:00\",\"dateModified\":\"2024-12-10T11:39:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/\"},\"wordCount\":547,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2024\\\/07\\\/Maplytics-Blog-11-1.png\",\"articleSection\":[\"BackToBasics\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/smartly-plot-records-on-a-map-using-by-territory-and-by-template-within-dynamics-365\\\/\",\"name\":\"Smartly plot records on a map using \u2018By Territory\u2019 and \u2018By Template\u2019 within Dynamics 365 - 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