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Geocoding Custom/OOB Entities in Dynamics CRM/365

July 21, 2017

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 Maplytics for insightful spatial analysis.

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!

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. Also, there is no limit on how many records you can geocode, and the workflow runs in the background without disrupting ongoing activities.

In this video tutorial, we will guide you through the steps required to configure Geocoding Workflow for Custom Entities.

Video Tutorial:

To geocode Dynamics CRM data in bulk, please refer this article.

If you are interested in Live Webinars and Upcoming Events, kindly visit Maplytics Events and Webinars page.

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For a personalized demo, write to us on crm@inogic.com

Happy Mapping!

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