{"id":22753,"date":"2025-07-23T17:56:52","date_gmt":"2025-07-23T12:26:52","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=22753"},"modified":"2025-07-23T17:56:52","modified_gmt":"2025-07-23T12:26:52","slug":"plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\/","title":{"rendered":"Plan Once, Plot Always: Use Templates for Smarter Mapping in Dynamics 365"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">When working with Dynamics 365 data, consistency is key. Whether you\u2019re plotting customer records, visualizing territories, or preparing location-based reports for your team, you don\u2019t want to waste time repeatedly applying the same filters, views, or layers. This is where \u201cTemplates\u201d in <a href=\"https:\/\/www.maplytics.com\/\">Maplytics<\/a> come to the rescue.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.youtube.com\/watch?v=68xpYrqnokQ&amp;list=PLZ3oUvoMEciB1O0-K28xHj2FVR39wpo7e&amp;index=4\" target=\"_blank\" rel=\"noopener\">Templates<\/a> are a powerful feature designed to save time, maintain uniformity, and ensure users across your organization can access standardized map visualizations with just a click. Let\u2019s dive deeper into what they are, why they matter, and how you can use them effectively.<\/p>\n<h4 style=\"text-align: left;\"><strong>What Are Templates in Maplytics?<\/strong><\/h4>\n<p style=\"text-align: justify;\">In Maplytics, a template is essentially a saved configuration of map settings. Instead of recreating the same criteria, like entity selection, filters, views, zoom levels, proximity radii, or time, or layer overlays, each time you want to analyze data, you can save these settings as a reusable template.<\/p>\n<p style=\"text-align: justify;\">This means anyone can instantly replicate the same visualization without manually setting parameters. It simplifies workflows and ensures everyone in your team works with the same data view, eliminating confusion and saving valuable time.<\/p>\n<h4 style=\"text-align: justify;\"><strong>Why Use Templates?<\/strong><\/h4>\n<p style=\"text-align: justify;\"><strong>Consistency across teams<\/strong><br \/>\nSales, service, and marketing teams can all use the same template for unified data insights.<\/p>\n<p style=\"text-align: justify;\"><strong>Time-saving automation<\/strong><br \/>\nNo need to repeatedly set filters, views, or nearby search settings. Just select a template and go!<\/p>\n<p style=\"text-align: justify;\"><strong>Error reduction<\/strong><br \/>\nPredefined templates remove the risk of missing filters or selecting incorrect entities.<\/p>\n<p style=\"text-align: justify;\"><strong>Better collaboration<\/strong><br \/>\nTemplates can be shared across teams, ensuring everyone works from the same standardized view.<\/p>\n<p style=\"text-align: justify;\"><strong>User-friendly experience<\/strong><br \/>\nEven new users can quickly access complex visualizations without needing advanced knowledge of Maplytics settings.<\/p>\n<h5 style=\"text-align: left;\"><a href=\"https:\/\/docs.maplytics.com\/features\/plot-records-on-map\/by-template\" target=\"_blank\" rel=\"noopener\"><strong>Types of Templates<\/strong><\/a><\/h5>\n<p style=\"text-align: justify;\">Maplytics provides two main approaches:<\/p>\n<ul>\n<li>Default Template<\/li>\n<li>Custom Templates<\/li>\n<\/ul>\n<h5><strong>1. Default Template<\/strong><\/h5>\n<p style=\"text-align: justify;\">The Default Template is a preconfigured setup available to all users. It comes out of the box with a basic configuration for plotting records without requiring customization.<\/p>\n<p style=\"text-align: justify;\">This is ideal for quick visualizations when you just want to see your Dynamics 365 records on a map without overthinking filters or layouts.<\/p>\n<p style=\"text-align: justify;\"><strong style=\"font-size: 24px;\">2. Custom Templates<\/strong><\/p>\n<p style=\"text-align: justify;\">For more advanced requirements, you can create Custom Templates tailored to specific business needs. For example:<\/p>\n<ol style=\"text-align: justify;\">\n<li>A Sales Territory Template showing only high-value accounts within a region<\/li>\n<li>A Service Route Template highlighting open work orders for a technician<\/li>\n<li>A Marketing Campaign Template focusing on leads from a recent event<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">Custom templates allow you to predefine:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Entities and views<\/li>\n<li>Filters (e.g., active accounts only)<\/li>\n<li>Proximity search criteria<\/li>\n<li>Data layers (like territories or boundaries)<\/li>\n<li>Map overlays (such as ArcGIS or shapefiles)<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">Once saved, any user can access these templates from the Plot Records interface, ensuring uniformity across teams.<\/p>\n<h5 style=\"text-align: justify;\"><strong>Real-World Example<\/strong><\/h5>\n<p style=\"text-align: justify;\">Imagine a sales manager wants their team to always view <strong>active high-revenue accounts<\/strong> in a specific territory.<\/p>\n<p style=\"text-align: justify;\">Instead of asking every sales rep to manually select:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Entity: Accounts<\/li>\n<li>View: Active Accounts<\/li>\n<li>Filter: Annual Revenue<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">The manager creates a <strong>\u201cHigh-Value Accounts\u201d<\/strong> template.<\/p>\n<p style=\"text-align: justify;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-22755 size-full\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates.png\" alt=\"Best Practices for Using Templates\" width=\"2560\" height=\"1094\" srcset=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates.png 2560w, https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates-300x128.png 300w, https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates-1024x438.png 1024w, https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates-768x328.png 768w, https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates-1536x656.png 1536w, https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Smarter-Sales-Planning-in-Dynamics-365-CRM-with-Map-Based-Templates-2048x875.png 2048w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/>Now, every rep can simply select this template and instantly see the same standardized map view\u2014no extra steps, no errors, just clear, actionable insights.<\/p>\n<h5 style=\"text-align: justify;\"><strong>Best Practices for Using Templates<\/strong><\/h5>\n<p style=\"text-align: justify;\"><strong>Name Templates Clearly<\/strong><br \/>\nUse descriptive names like \u201cNorth Region Leads\u201d or \u201cService Cases &#8211; Priority 1\u201d so users know exactly what the template shows.<\/p>\n<p style=\"text-align: justify;\"><strong>Use Shared Templates for Company-Wide Views<\/strong><br \/>\nSave commonly used configurations as shared templates to keep all teams aligned.<\/p>\n<p style=\"text-align: justify;\"><strong>Update Templates Periodically<\/strong><br \/>\nBusiness needs change, so review and update templates to keep them relevant.<\/p>\n<p style=\"text-align: justify;\"><strong>Combine Templates with Security Roles<\/strong><br \/>\nEnsure users only see templates relevant to their role and data access.<\/p>\n<h5 style=\"text-align: justify;\"><strong>How Templates Enhance Productivity<\/strong><\/h5>\n<p style=\"text-align: justify;\">By integrating templates into your workflow, you:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Save hours of repetitive setup time<\/li>\n<li>Reduce training effort for new users<\/li>\n<li>Provide a consistent framework for decision-making<\/li>\n<li>Make map-based insights more accessible to non-technical users<\/li>\n<\/ol>\n<p style=\"text-align: justify;\">Whether you\u2019re managing sales territories, visualizing service workloads, or analyzing marketing data, templates streamline the process and bring clarity to your location intelligence.<\/p>\n<p style=\"text-align: justify;\">Templates in Maplytics turn repetitive map setups into one-click visualizations, ensuring consistency, accuracy, and time savings.<\/p>\n<h5 style=\"text-align: justify;\"><strong>What\u2019s More?<\/strong><\/h5>\n<p style=\"text-align: justify;\">Maplytics is like water that can be moulded into any shape. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless.\u00a0<a href=\"https:\/\/www.maplytics.com\/radius-search-dynamics-crm\/\">Radius Search<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/map-optimize-route-dynamics-crm\/\">Route Mapping<\/a>, 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>. To investigate the product further with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse, get in touch with the team. For applied knowledge, 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\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>. One can hop onto 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\" target=\"_blank\" rel=\"noopener\">Video Library<\/a>\u00a0for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics\u00a0<a href=\"https:\/\/www.youtube.com\/playlist?list=PLZ3oUvoMEciCeI_mva01v1ruNvo7A-XQ9\" target=\"_blank\" rel=\"noopener\">here<\/a>, and for fun Tips &amp; Tricks about Maplytics, have a look at our series #ProAtMaplytics\u00a0<a href=\"https:\/\/www.youtube.com\/playlist?list=PLZ3oUvoMEciB1O0-K28xHj2FVR39wpo7e\" target=\"_blank\" rel=\"noopener\">here<\/a>. Technical\u00a0<a href=\"https:\/\/docs.maplytics.com\/\" target=\"_blank\" rel=\"noopener\">docs<\/a>\u00a0for the working of Maplytics are also available for reference.<\/p>\n<p style=\"text-align: justify;\">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 the G2 Website<\/a>.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] When working with Dynamics 365 data, consistency is key. Whether you\u2019re plotting customer records, visualizing territories, or preparing location-based reports for your team, you don\u2019t want to waste time repeatedly applying the same filters, views, or layers. This is where \u201cTemplates\u201d in Maplytics come to the rescue. Templates are a powerful feature designed to [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":22757,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-22753","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-features"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Plan Once, Plot Always: Use Templates for Smarter Mapping in Dynamics 365 - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Plan Once, Plot Always with improved efficiency using Maplytics Templates within Dynamics 365 CRM\" \/>\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\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Plan Once, Plot Always: Use Templates for Smarter Mapping in Dynamics 365 - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Plan Once, Plot Always with improved efficiency using Maplytics Templates within Dynamics 365 CRM\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/plan-once-plot-always-use-templates-for-smarter-mapping-in-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:published_time\" content=\"2025-07-23T12:26:52+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Turn-Spreadsheets-into-Maps-with-Maplytics-within-Dynamics-365-CRM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bhakti Rane\" \/>\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=\"Bhakti Rane\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 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\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/\"},\"author\":{\"name\":\"Bhakti Rane\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/9a731c872a31517530f85bf8e258c389\"},\"headline\":\"Plan Once, Plot Always: Use Templates for Smarter Mapping in Dynamics 365\",\"datePublished\":\"2025-07-23T12:26:52+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/\"},\"wordCount\":837,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2025\\\/07\\\/Turn-Spreadsheets-into-Maps-with-Maplytics-within-Dynamics-365-CRM.png\",\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-once-plot-always-use-templates-for-smarter-mapping-in-dynamics-365\\\/\",\"name\":\"Plan Once, Plot Always: Use Templates for Smarter Mapping in Dynamics 365 - 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