{"id":6106,"date":"2018-08-24T17:02:26","date_gmt":"2018-08-24T11:32:26","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=6106"},"modified":"2018-08-24T17:02:26","modified_gmt":"2018-08-24T11:32:26","slug":"steps-create-queries-maplytics-dashboards-dynamics-crm-data","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/steps-create-queries-maplytics-dashboards-dynamics-crm-data\/","title":{"rendered":"Steps to create queries for Maplytics dashboards of your Dynamics CRM data"},"content":{"rendered":"

Dashboards are a great way to visualize data at a glance as it is not possible for a manager to go and check everything in detail every time. In one of our recent post<\/a> we have already covered how to create Dynamics CRM dashboard for a sales rep using Maplytics. Here in this blog will see how to create a query for individual Maplytics dashboards.<\/p>\n

The following screenshot shows the dashboard which we had created in our earlier blog. This Dynamics CRM dashboard is created for a sales rep on the basis of his daily needs. It shows the data into four parameters – My Appointments, My today\u2019s route, my open opportunities and sales by postal code.<\/p>\n

\"Map<\/p>\n

Each of the parameter that shows the data plotted on the map is an individual Maplytics dashboard created based on that view. The user can create different Maplytics dashboards for various views of data as well. A Dynamics CRM dashboard combines many Maplytics dashboards together in single layout and this results into a Dynamics CRM dashboard providing data with different views to facilitate analysis just as shown in the above screenshot.<\/p>\n

Let us see how to create individual Maplytics dashboard records for different views of the data which are important for a Sales rep. As mentioned in the blog, one needs to add the fetch XML query for a required view for which an individual Maplytics dashboard has to be created, this blog will explain how to get the fetch XML query for different Maplytics dashboard records.<\/p>\n

The following screenshot shows the dashboard that is created by us in our demo environment for Maplytics. Combining the relevant views of the data, the Dynamics CRM dashboard for a sales rep can be made like this. The dashboard shows the data into four parameters \u2013 My Appointments, My today\u2019s route, my open opportunities and sales by postal code.<\/p>\n

\"Map<\/p>\n

Let\u2019s start with creating Maplytics dashboard records for each of the parameters.<\/p>\n

My Appointments <\/strong><\/h4>\n

To get the fetch XML query for the Maplytics dashboard record for \u2018My appointments\u2019. We need to follow the steps mentioned below:
\n1<\/strong>. Go to Advanced find and select the following
\nLook for: Appointments
\nUse Saved views: My Appointments
\nHere user can create such a view or even select any other required view from the list.
\n2<\/strong>. Now click on edit columns
\n\"Dynamics
\nIf the entity is linked to Accounts:
\nEdit columns > Add columns > Record type > Select \u2018Regarding (account)\u2019
\n\"Maps
\nSelect the check boxes for:<\/p>\n