{"id":4918,"date":"2017-11-24T18:29:03","date_gmt":"2017-11-24T12:59:03","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=4918"},"modified":"2017-11-24T18:29:03","modified_gmt":"2017-11-24T12:59:03","slug":"prepping-dynamics-365-data-map-visualization","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/prepping-dynamics-365-data-map-visualization\/","title":{"rendered":"Prepping your Dynamics 365 data for Map Visualization"},"content":{"rendered":"<h2><img fetchpriority=\"high\" decoding=\"async\" class=\"alignleft wp-image-4916 size-full\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/11\/Prepping-your-Dynamics-365-data-for-Map-Visualization.png\" alt=\"Prepping your Dynamics 365 data for Map Visualization\" width=\"774\" height=\"440\" \/><\/h2>\n<p style=\"text-align: justify;\">Whenever an organization decides to get an app for Dynamics 365, the CRM System Admin is the first person who needs to understand and prep the system for the new solution.<\/p>\n<p style=\"text-align: justify;\">A geo-analytical map visualization solution like Maplytics helps organizations to visualize CRM data on a map for geographical analysis, see nearby service cases, optimize routes, and <a href=\"http:\/\/www.maplytics.com\/features\/territory-management-made-easy-dynamics-365crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">manage sales territories<\/a>.<\/p>\n<p style=\"text-align: justify;\">For extracting accurate location-based business insights, the CRM Admin needs to ensure the data sanctity of the Dynamics 365 records. For Maplytics to correctly geocode the addresses in CRM records and add the geo-coordinates, the CRM data needs to be accurate. Incorrect data might lead to inaccurate location, wrong directions, and invalid results.<\/p>\n<h3>Extracting geo-coordinates for Dynamics 365 records<\/h3>\n<p style=\"text-align: justify;\">Maplytics utilizes the address information stored in CRM records and extracts the geo-coordinates (latitude &amp; longitude) for that address to help users visualize CRM records geographically.<\/p>\n<p style=\"text-align: justify;\">Geocoding with Maplytics can be done in two ways;<\/p>\n<ul style=\"text-align: justify;\">\n<li>Triggering background processes (Workflows)<\/li>\n<li><a href=\"http:\/\/www.inogic.com\/blog\/2016\/06\/geocoding-millions-of-dynamics-crm-records-using-maplytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">Batch Geocoding tool<\/a> (Ships along with Maplytics)<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">With Maplytics, there is no limitation on the number of records an organization can geocode. Users also do not need to worry about the creation of new records as Maplytics will automatically trigger geocoding workflows and find geo-coordinates for the new records.<\/p>\n<h3>What if the address information stored is inaccurate?<\/h3>\n<p style=\"text-align: justify;\">CRM Administrator might be doubtful about the accuracy of the address information stored in CRM record. In this case, Maplytics helps the CRM Admin identify the Dynamics 365 records that have the address stored in the wrong format by letting them know that it was unable to find the geo-coordinates for those records.<\/p>\n<h3>Best Practices to get your data ready for Maplytics<\/h3>\n<p style=\"text-align: justify;\">For National or International organizations with customer base spread across the region, storing address might be a tricky thing. It is always recommended to add complete information, avoid using short form as this is passed to the geocoder for extracting the geo-coordinates.<\/p>\n<p style=\"text-align: justify;\">In some cases, places with the same name might be present in different locations.<\/p>\n<p style=\"text-align: justify;\">For example, if you are planning to add <em>Paris <\/em>city in the state of <em>Texas<\/em>, you need to ensure that you specify the state and country. Otherwise, the geocoder will geocode <em>Paris, France<\/em>.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"wp-image-4917 size-large aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/11\/Prepping-your-Dynamics-365-data-for-Map-Visualization1-1024x540.png\" alt=\"Prepping your Dynamics 365 data for Map Visualization\" width=\"604\" height=\"319\" \/><\/p>\n<p style=\"text-align: justify;\"><strong><em>Get started with Maplytics! Download your free trial from our <a href=\"http:\/\/www.maplytics.com\" target=\"_blank\" rel=\"noopener noreferrer\">Website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">AppSource<\/a>.<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><strong><em>Happy Mapping!<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Whenever an organization decides to get an app for Dynamics 365, the CRM System Admin is the first person who needs to understand and prep the system for the new solution.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52],"tags":[163],"class_list":["post-4918","post","type-post","status-publish","format-standard","hentry","category-miscellaneous","tag-map-visualization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Prepping your Dynamics 365 data for Map Visualization<\/title>\n<meta name=\"description\" content=\"A geo-analytical map visualization solution like Maplytics helps organizations to visualize CRM data on a map for geographical analysis.\" \/>\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\/prepping-dynamics-365-data-map-visualization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Prepping your Dynamics 365 data for Map Visualization\" \/>\n<meta property=\"og:description\" content=\"A geo-analytical map visualization solution like Maplytics helps organizations to visualize CRM data on a map for geographical analysis.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/prepping-dynamics-365-data-map-visualization\/\" \/>\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=\"2017-11-24T12:59:03+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta 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