{"id":2827,"date":"2016-11-16T12:47:17","date_gmt":"2016-11-16T12:47:17","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=2827"},"modified":"2016-11-16T12:47:17","modified_gmt":"2016-11-16T12:47:17","slug":"search-customers-map-drawing-shapes-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/search-customers-map-drawing-shapes-within-dynamics-365\/","title":{"rendered":"Search Customers on Map by Drawing Shapes within Dynamics 365"},"content":{"rendered":"<p style=\"text-align: justify;\">Sometimes it becomes difficult to search your desired Dynamics CRM data on the basis of region or geography. For example, finding Dynamics 365\u00a0records that don\u2019t share common fields would be difficult to find with Field filtering\/Advanced Find. <a href=\"http:\/\/www.maplytics.com\/radius-search-dynamics-crm\/\">Proximity search<\/a> works well in most of the cases when you need to find records within the range of \u2018x\u2019 radius of a particular location. But in some situations, a circle is not the right shape to find records. In those scenarios, plotting Dynamics CRM data by drawing a shape on the map can be helpful to get ideal results.<\/p>\n<p style=\"text-align: justify;\">Maplytics offers many different ways to plot, search, and filter data on a map for better visualization of Dynamics CRM data. <em><strong>&#8216;By Drawing&#8217;<\/strong><\/em> search option provides the ability to draw different shapes like N-sided Polygons (freehand drawing) and plots data within enclosed boundaries of the shape drawn. Users can further use category or filter option to manage data in a more organized way.<\/p>\n<h3 style=\"text-align: justify;\"><strong>How to go about Drawing Shape on Map:<\/strong><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Go to<em><strong> Detail Map &gt; Use &#8216;Drawing Toolbar&#8217;<\/strong> <\/em>to draw any shape as shown below:<img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-4624 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/11\/Drawing4-1.png\" alt=\"Drawing4\" width=\"1366\" height=\"664\" \/><\/li>\n<\/ul>\n<p style=\"text-align: justify; padding-left: 30px;\">Below is a sample image of different plotted shapes on the map:<\/p>\n<p style=\"text-align: justify; padding-left: 30px;\"><img decoding=\"async\" class=\"wp-image-4602 size-full aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/11\/screenshot1.png\" alt=\"Map Dynamics CRM\" width=\"1366\" height=\"660\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li>The user can further edit these shapes from other functionalities as discussed below:<\/li>\n<\/ul>\n<p style=\"padding-left: 30px;\"><img decoding=\"async\" class=\"size-full wp-image-4625 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/11\/Capture-1-1.png\" alt=\"Capture (1)\" width=\"550\" height=\"185\" \/><\/p>\n<p style=\"padding-left: 30px;\">Apart from plotting data in these shapes, the user can use following different options to reach out to a focus area.<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Category<\/strong>: Use this option to color code markers on the basis of entity field on the map as shown below:<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4603 size-full alignnone\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/11\/screenshot2.png\" alt=\"Map Microsoft Dynamics CRM\" width=\"1362\" height=\"659\" \/><\/p>\n<ul>\n<li><strong>Data Grid<\/strong>: User can further filter data on the basis of columns selected in a particular view or one can de-select any particular data points from the map as shown below:<\/li>\n<\/ul>\n<p style=\"padding-left: 60px;\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-4604 size-full aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/11\/screenshot3.png\" alt=\"Dynamics CRM Maps\" width=\"1363\" height=\"662\" \/><\/p>\n<ul>\n<li><strong>Mass Action Button<\/strong>: User can take actions on the selected data points in data grid like Change Owner; Save Data as personal view or build a marketing list for plotted data points in Dynamics CRM.<\/li>\n<\/ul>\n<h3 style=\"text-align: justify;\"><strong>Conclusion<\/strong>:<\/h3>\n<p style=\"text-align: justify;\">This blog will give you a walkthrough for one of the Maplytics functionalities, i.e., \u201cBy Drawing\u201d search option. There can be different needs where the user wants to plot Dynamics CRM records in the specific area of the map. Drawing different shapes on a map using Maplytics can help you to <a href=\"http:\/\/www.maplytics.com\/map-dynamics-crm-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">plot Dynamics CRM data<\/a> within that particular shape and help you plan in a much better way.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sometimes it becomes difficult to search your desired Dynamics CRM data on the basis of region or geography. For example, finding Dynamics 365 records that don\u2019t share common fields would be&#8230;<\/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":[57,58,59],"class_list":["post-2827","post","type-post","status-publish","format-standard","hentry","category-features","tag-dynamics-crm-data-visualization","tag-plot-dynamics-crm-data","tag-plot-dynamics-crm-data-by-drawing-shape-on-map"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Search Customers on Map by Drawing Shapes within Dynamics 365<\/title>\n<meta name=\"description\" content=\"Maplytics offers many different ways to plot, search, and filter data on a map for better visualization of Dynamics CRM data. &#039;By Drawing&#039; search option...\" \/>\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\/search-customers-map-drawing-shapes-within-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Search Customers on Map by Drawing Shapes within Dynamics 365\" \/>\n<meta property=\"og:description\" content=\"Maplytics offers many different ways to plot, search, and filter data on a map for better visualization of Dynamics CRM data. &#039;By Drawing&#039; search option...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/search-customers-map-drawing-shapes-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=\"2016-11-16T12:47:17+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=\"2 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\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Search Customers on Map by Drawing Shapes within Dynamics 365\",\"datePublished\":\"2016-11-16T12:47:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/\"},\"wordCount\":396,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/Drawing4-1.png\",\"keywords\":[\"Dynamics CRM Data Visualization\",\"Plot Dynamics CRM Data\",\"Plot Dynamics CRM data by drawing shape on map\"],\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/\",\"name\":\"Search Customers on Map by Drawing Shapes within Dynamics 365\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/search-customers-map-drawing-shapes-within-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2016\\\/11\\\/Drawing4-1.png\",\"datePublished\":\"2016-11-16T12:47:17+00:00\",\"description\":\"Maplytics offers many different ways to plot, search, and filter data on a map for better visualization of Dynamics CRM data. 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