{"id":4321,"date":"2017-07-21T17:40:22","date_gmt":"2017-07-21T12:10:22","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=4321"},"modified":"2022-10-18T10:09:14","modified_gmt":"2022-10-18T04:39:14","slug":"geocoding-custom-entities-dynamics-crm365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/geocoding-custom-entities-dynamics-crm365\/","title":{"rendered":"Geocoding Custom\/OOB Entities in Dynamics CRM\/365"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Geocoding is the process of transforming the address of a location to geo coordinates (latitude and longitude). \u00a0The geocoded records in Dynamics CRM can then be plotted on a map using Maplytics for <a href=\"http:\/\/www.maplytics.com\/map-dynamics-crm-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">insightful spatial analysis<\/a>.<\/p>\n<p style=\"text-align: justify;\">To make the process of geocoding with Bing Maps seamless and hassle-free, Maplytics ships with the Geocoding Workflow to geocode Dynamics CRM data for Account, Lead, and Contact entities and can be further extended to any other OOB or custom entity. Maplytics will extract the geo-coordinates of the record even if the address is partial!<\/p>\n<p style=\"text-align: justify;\">The user can also define when to trigger the workflow, for example, upon a new record creation. This will ensure that data points are geocoded in Dynamics 365 Customer Engagement whenever a new record is created.<\/p>\n<p style=\"text-align: justify;\">In this video tutorial, we will guide you through the steps required to configure Geocoding Workflow for Custom Entities.<\/p>\n<h3><strong>Video Tutorial:<\/strong><\/h3>\n<p><iframe src=\"https:\/\/www.youtube.com\/embed\/5WG16U9aNaU\" width=\"773\" height=\"434.81\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p style=\"text-align: justify;\"><strong><em>To geocode Dynamics CRM data in bulk, please refer this <\/em><\/strong><a href=\"http:\/\/www.inogic.com\/blog\/2016\/06\/geocoding-millions-of-dynamics-crm-records-using-maplytics\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>article<\/em><\/strong><\/a><strong><em>.<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><em>If you are interested in Live Webinars and Upcoming Events, kindly visit <\/em><\/strong><a href=\"http:\/\/www.maplytics.com\/events-webinars\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>Maplytics Events and Webinars<\/em><\/strong><\/a><strong><em> page.<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><em>Get your free TRIAL today from the <\/em><\/strong><a href=\"http:\/\/www.maplytics.com\/maplytics-download\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>Website<\/em><\/strong><\/a><strong><em> or <\/em><\/strong><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>Microsoft AppSource<\/em><\/strong><\/a><strong><em>!<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><em>For a personalized demo, write to us on <\/em><\/strong><a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>crm@inogic.com<\/em><\/strong><\/a><\/p>\n<p style=\"text-align: justify;\"><strong><em>Happy Mapping!<\/em><\/strong><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Geocoding is the process of transforming the address of a location to geo coordinates (latitude and longitude).  The geocoded records in Dynamics CRM can then be plotted on a map using&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[48],"tags":[132,133,134,135,136],"class_list":["post-4321","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-geo-bing-maps","tag-geo-map-tool","tag-geocoding-bing-maps","tag-geocoding-dynamics-365-data","tag-geocoding-dynamics-crm-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Geocoding Workflow for Custom\/OOB Entities in Dynamics 365<\/title>\n<meta name=\"description\" content=\"Geocoding Dynamics CRM\/365 Data is the process of transforming the address of a location to geo coordinates then plotted on a map using Maplytics.\" \/>\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\/geocoding-custom-entities-dynamics-crm365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Geocoding Workflow for Custom\/OOB Entities in Dynamics 365\" \/>\n<meta property=\"og:description\" content=\"Geocoding Dynamics CRM\/365 Data is the process of transforming the address of a location to geo coordinates then plotted on a map using Maplytics.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/geocoding-custom-entities-dynamics-crm365\/\" \/>\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 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