{"id":6588,"date":"2018-12-28T17:41:44","date_gmt":"2018-12-28T12:11:44","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=6588"},"modified":"2018-12-28T17:41:44","modified_gmt":"2018-12-28T12:11:44","slug":"maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\/","title":{"rendered":"Maplytics Security template \u2013 Provide selective access of Maplytics actions in your Dynamics 365 CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">In today\u2019s era almost each and every other organization globally is using Dynamics CRM to efficiently manage their customer data. It becomes extremely convenient and secure to access the data over the cloud and device of your choice. Maplytics is one of the essential add-ons that works within Microsoft Dynamics 365 CRM which helps the user to view and analyze Dynamics CRM data geographically to develop new markets and improve efficiency of routes and services. Users can perform many features on their data with Maplytics like <a href=\"https:\/\/www.maplytics.com\/features\/create-multiple-territories-quickly-within-map-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Territory management<\/a>, <a href=\"https:\/\/www.maplytics.com\/features\/automate-route-planning-sales-service-field-reps-using-auto-scheduling-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Auto scheduling<\/a> , <a href=\"https:\/\/www.maplytics.com\/features\/analyse-multiple-layers-data-using-overlay-feature-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Overlay<\/a>, <a href=\"https:\/\/www.maplytics.com\/features\/find-nearby-customers-multiple-proximities-concentric-proximity-search-dynamics-365\/\" target=\"_blank\" rel=\"noopener noreferrer\">Concentric Proximity Search<\/a>, <a href=\"https:\/\/www.maplytics.com\/features\/find-customers-go-using-along-route-search-feature-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Along the route<\/a> etc.<\/p>\n<p style=\"text-align: justify;\">Having the option to perform various actions right through the Detail map makes it much easier for the user to analyze Dynamics 365 CRM data and take necessary actions. There might be Maplytics users from different levels of hierarchy into the organization. In such situations, there might be a need to restrict some Maplytics users from using some of the Maplytics actions.<\/p>\n<p style=\"text-align: justify;\">To help fulfilling this need in our <a href=\"https:\/\/www.maplytics.com\/release-notes\/maplytics-october-2018-release-maps-integration-dynamics-365-crm-another-new-avatar\/\" target=\"_blank\" rel=\"noopener noreferrer\">October Release<\/a> we have added a feature of \u201cMaplytics security template\u201d. Using this feature, the System admin and Maplytics admin can provide selective access of Maplytics actions to the Maplytics users. They can select the relevant Mass actions &amp; other actions and provide the access of the same to the required Maplytics users on the map. For this, the users can follow the steps mentioned below:<\/p>\n<p style=\"text-align: justify;\"><strong><em>Go to the Settings &gt; Maplytics &gt; Maplytics Security Templates &gt; New<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\">Select the required actions and save it with a name. This will create a record for Maplytics Security Templates. In the below screenshot, we have created security templates for Field sales and Marketing for an instance.<\/p>\n<p style=\"text-align: justify;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-6589 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/12\/1Maps-integration-in-your-Dynamics-365-CRM.jpg\" alt=\"Maps integration in your Dynamics 365 CRM\" width=\"910\" height=\"479\" \/><\/p>\n<p style=\"text-align: justify;\">The screenshot below shows three sections of the template as mentioned below:<\/p>\n<p style=\"text-align: justify;\"><strong><em>General<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\">The Admin can provide a name for the template here. We have given the name \u2018Field sales\u2019 here.<\/p>\n<p style=\"text-align: justify;\"><strong><em>Action Configuration<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\">This section contains the list of all the Mass actions and other actions which they can select or deselect so as to create a template with a desired set of actions. Let\u2019s say the field sales team needs only those actions that are related to the field and customers. For an instance, we have selected some of the actions and saved this template.<\/p>\n<p style=\"text-align: justify;\"><strong><em>Maplytics Configuration Details<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\">In order to make the selected actions available to the users, this template needs to be assigned to the required users. This section allows the admin to select the Maplytics configuration detail records of those users whom this template is to be assigned.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-6590 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/12\/2Maps-integration-in-your-Dynamics-365-CRM.jpg\" alt=\"Maps integration in your Dynamics 365 CRM\" width=\"1433\" height=\"1140\" \/><\/p>\n<p style=\"text-align: justify;\">In the screenshot below, this template has been assigned to the Maplytics user \u201cSam\u201d, this means that Sam will be able to perform all of the actions that have been selected in this template.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"size-full wp-image-6591 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/12\/3Maps-integration-in-your-Dynamics-365-CRM.jpg\" alt=\"Maps integration in your Dynamics 365 CRM\" width=\"1394\" height=\"445\" \/><\/p>\n<p style=\"text-align: justify;\">In case, the admin needs to remove users from the list, the following steps can be followed.<\/p>\n<p style=\"text-align: justify;\"><strong><em>Go to Settings &gt; Maplytics Configuration Details &gt; Select the record of the required user&gt; Remove the lookup value for the field of \u2018Maplytics Security Templates\u2019\u00a0<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-6592 aligncenter\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/12\/4Maps-integration-in-your-Dynamics-365-CRM.jpg\" alt=\"Maps integration in your Dynamics 365 CRM\" width=\"1432\" height=\"754\" \/><\/p>\n<p style=\"text-align: justify;\">This way, it is very easy to provide selective access to the Maplytics users in order to avoid undesired actions performed. Explore the latest geo-mapping functionalities of Maplytics today. <a href=\"https:\/\/www.maplytics.com\/maplytics-download\" target=\"_blank\" rel=\"noopener noreferrer\">Download<\/a> free Maplytics trial today! Share your valuable feedback at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\">crm@inogic.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Having the option to perform various actions right through the Detail map makes it much easier for the user to analyze Dynamics 365 CRM data and take necessary actions. There might be Maplytics users from different levels of hierarchy into the organization. In such situations, there might be a need to restrict some Maplytics users from using some of the Maplytics actions.<\/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":[243,149],"class_list":["post-6588","post","type-post","status-publish","format-standard","hentry","category-features","tag-maplytics-security-template","tag-maps-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Maplytics Security template \u2013 Provide selective access of Maplytics actions in your Dynamics 365 CRM - Blog | Maplytics<\/title>\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\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Maplytics Security template \u2013 Provide selective access of Maplytics actions in your Dynamics 365 CRM - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Having the option to perform various actions right through the Detail map makes it much easier for the user to analyze Dynamics 365 CRM data and take necessary actions. There might be Maplytics users from different levels of hierarchy into the organization. In such situations, there might be a need to restrict some Maplytics users from using some of the Maplytics actions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\/\" \/>\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=\"2018-12-28T12:11:44+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=\"3 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\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Maplytics Security template \u2013 Provide selective access of Maplytics actions in your Dynamics 365 CRM\",\"datePublished\":\"2018-12-28T12:11:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/\"},\"wordCount\":556,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/12\\\/1Maps-integration-in-your-Dynamics-365-CRM.jpg\",\"keywords\":[\"Maplytics Security template\",\"Maps Dynamics CRM\"],\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/maplytics-security-template-provide-selective-access-maps-integration-dynamics-365-crm\\\/\",\"name\":\"Maplytics Security template \u2013 Provide selective access of Maplytics actions in your Dynamics 365 CRM - 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