appjetty Mappyfield365 User Manual
USER MANUAL
MappyField
Version: 5.0
Compatibility:
Dynamics 365 (v9.0) and above
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TABLE OF CONTENTS
Introduction ........................................................................................................................ 5
Benefits of MappyField ....................................................................................................... 5
Prerequisites ....................................................................................................................... 5
Installation & Activation ...................................................................................................... 6
Installation Steps ......................................................................................................................... 6
Activate Your Free Trial ............................................................................................................... 8
Activation .................................................................................................................................. 10
Insert License Key ...................................................................................................................... 11
Setup for Admin ................................................................................................................ 12
Default Configurations (Setup).................................................................................................. 12
Configure Languages ................................................................................................................. 14
Assign User Role ........................................................................................................................ 15
User Wise Map Configuration ................................................................................................... 16
Security Template Configuration .............................................................................................. 19
Entity Mappings ................................................................................................................ 21
Geocode Records .............................................................................................................. 27
Manually Geocode the Record .................................................................................................. 27
Non-Geocoded Records ............................................................................................................ 29
Individual Records on Map View ...................................................................................... 30
MappyField section in Record Details ....................................................................................... 30
View Map from Entity Menu ..................................................................................................... 32
Map View .......................................................................................................................... 33
Default Location ................................................................................................................................. 35
Plot the records on Map............................................................................................................ 36
Select Entity ........................................................................................................................................ 36
Pin selection for records ..................................................................................................................... 38
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Cluster Map Records .......................................................................................................................... 39
Advance Options ....................................................................................................................... 41
Marketing List ..................................................................................................................................... 41
Point of Interest (POI)......................................................................................................................... 42
Category Search .................................................................................................................................. 43
Summary Card .................................................................................................................................... 44
Search Options .......................................................................................................................... 45
By Region ............................................................................................................................................ 46
By Drawing.......................................................................................................................................... 47
By Territory ......................................................................................................................................... 48
By Proximity ........................................................................................................................................ 49
By User................................................................................................................................................ 49
Layer Menu ................................................................................................................................ 50
Save Template ........................................................................................................................... 52
Map View options ..................................................................................................................... 53
Tooltip Details .................................................................................................................................... 54
Add to Origin ...................................................................................................................................... 56
Add to Destination ............................................................................................................................. 57
Send Email using Template ................................................................................................................ 58
Assign Owner ...................................................................................................................................... 58
Assign to Marketing List ..................................................................................................................... 59
Proximity Search ................................................................................................................................. 60
Add Task ............................................................................................................................................. 62
Add Appointment ............................................................................................................................... 63
Point of Interest .................................................................................................................................. 64
Related Records .................................................................................................................................. 65
Delete Record ..................................................................................................................................... 66
Deactivate Records: ............................................................................................................................ 67
Qualify Lead ........................................................................................................................................ 67
Reactivate Lead .................................................................................................................................. 69
Direction .................................................................................................................................... 70
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Multiple Routes .................................................................................................................................. 71
Email Route ........................................................................................................................................ 74
Save Route .......................................................................................................................................... 74
SPF (Shortest Path First) ..................................................................................................................... 76
Templates .................................................................................................................................. 77
Locations ................................................................................................................................... 79
Add New Location .............................................................................................................................. 79
Track User ........................................................................................................................................... 80
Data Grid ................................................................................................................................... 81
Add Record to Route .......................................................................................................................... 83
Assign to User/Team: ......................................................................................................................... 84
Send Email using Template ................................................................................................................ 85
Manage Territory................................................................................................................................ 85
Auto Schedule Records ....................................................................................................................... 86
Auto Schedule Records ............................................................................................................. 86
Check-Ins/Check-Outs ............................................................................................................... 90
Contextual Menu ....................................................................................................................... 93
Territory Management .............................................................................................................. 94
Heat Map ................................................................................................................................... 98
Analytical Dashboard ...................................................................................................... 101
MappyField Reporting Dashboard .......................................................................................... 101
MappyField Reporting Dashboard .......................................................................................... 102
MappyField Sales Activity Dashboard ..................................................................................... 103
MappyField Sales Performance Dashboard ............................................................................ 103
MappyField Service Activity Dashboard .................................................................................. 104
Uninstallation Steps ........................................................................................................ 105
Contact Us ....................................................................................................................... 106
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Introduction
MappyField Dynamics CRM plugin provides geo-analytical solutions to CRM users and helps them to plot
CRM data in maps. It lets user choose an entity, CRM or custom view to plot all individual records from
that entity on the map. You can map multiple entities, address related to customer entities at a time. Also,
you can save different user preferences as such map configurations, zoom levels, and views for future
references.
Benefits of MappyField
• Ease of access
• Plot any entity record on the map
• Concentric proximity Search across entities
• Build marketing list
• Qualify/Disqualify lead records
• Point of interest search
• Color code pushpins and heatmap
• Routing with multiple waypoints
• Auto Schedule Records
• SPF: Shortest Path First for Route
• User Tracking
• Ability to save & share driving directions
• Check-In & Check Out option for all Activities
• Sales analysis becomes easy with Opportunity and Sales Heat Map
• Dashboard support
• Seamlessly integrates within Dynamics CRM
Prerequisites
Following point must be followed before starting the Plugin installation:
• You should be logged into Dynamics CRM 2016 or Dynamics 365, Online or On-premises.
• You will have to generate Bing Map API key. How to generate Bing Map API Key?
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Installation & Activation
Installation Steps
➢ To install ‘MappyField’ plugin, the following steps are to be followed:
• On purchasing the plugin, you will get a zip file named "QuickMaps.zip".
• Login into your CRM Account and click on Settings -> Solutions.
• Click on ‘Import’ to upload and install the Solution.
• Click on ‘Choose File’ button and choose the Package Zip File for MappyField from the Import
Solution Window.
• Click on ‘Next’ for further processing.
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• Check the box to enable any SDK message processing steps included in the solution and click on
Import button to Import the Solution.
• Click on ‘Close’ after successful completion message is displayed.
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• Once you import the solution, it will be displayed in the solutions grid view.
Activate Your Free Trial
• Double click on ‘MappyField’ solution to configure the plugin with your license key.
• This will open up a new window. Click on ‘Configuration’ from the options provided on the
left side.
• You can activate your one-month free trial.
• To get a one-month free trial license key, fill out the details and click on ‘Activate’ button.
• Your trial will get activated and expiry date will be displayed on top.
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• You can purchase the licensed version any time. To purchase the license, click on ‘Buy Now’ button.
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Activation
• On expiration of Trial, a message will appear that the Trial is expired.
• Now to purchase the license click on ‘Buy Now’ button.
• This will redirect you to our product page and a pop-up will appear. Click on ‘Add to Cart’
button and complete the purchase process.
• On successfully completion of the purchase process, you will receive your license key via
email along with steps to complete the license configuration.
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Insert License Key
• Enter the New License key received in mail. This will enable the ‘Activate’ button.
• Click on ‘Activate’ button to activate your license.
• Default settings under set up tab can be managed only if a user has System Administrator Role,
AppJetty MappyField Admin. Or else it would show error message stating “You don’t have
administrative rights. Please contact administrator.”
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Setup for Admin
Default Configurations (Setup)
• Bing Map API Key: Enter Bing map API key which you have generated from
https://www.bingmapsportal.com/.
• Under “Default Configuration” option, set default Latitude, Longitude and Zoom level for map when
it is opened for the first time.
• To manage the default configuration
settings for Admin user, click on
‘Setup’ tab and enter default
configurations.
• Admin user can set the default view of
the map by configuring from here.
Note: To assist you further, we have added a link beneath the text box that states How to generate Bing
Map API Key.
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• You can set the default location using the map as well by clicking on “Set latitude, longitude and
zoom level on map” option available on the right-hand corner.
• By clicking on it, the map will open in new window. You can set the location by moving the icon as
shown in below screenshot.
• Set “Default Limits” for distance unit and direction. Distance unit can be in Kilometers or Miles and
Direction can be Shortest Time or Shortest Distance.
• You can also set colors for ‘Heat Map’ configuration which would indicate the intensity of the data.
i.e. High, Medium and Low.
• A user can also enable/disable Live traffic on Bing Maps and Optimize the route using SPF
(Shortest Path First) feature from the configuration.
• A user can enable/disable Live User tracking feature from configuration to track users.
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Configure Languages
• You can also configure language of your choice by clicking on Configure Languages button available
on Setup page.
• Select the language from dropdown that you wish to configure your messages.
• Here, user needs to add translations themselves for the messages in the language of their choice.
• Click on save button to save the language translations.
• Note: To configure languages, user first needs to manage language settings from CRM. Languages
that are selected in CRM can be configured for the MappyField.
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Assign User Role
• To manage the user roles, navigate to Settings -> Security -> Users.
• Now select the users whose roles are to be managed and click on ‘MANAGE ROLES.’
• This will open a pop up to select roles.
• The available roles for selection are AppJetty MappyField Admin or AppJetty MappyField User role.
• User with AppJetty MappyField Admin role can perform all the actions like System administrator
while user with AppJetty MappyField User role can do all actions except delete actions.
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User Wise Map Configuration
• On assignment of any role like AppJetty MappyField Admin, AppJetty MappyField User or System
Administrator role, configuration settings record must be created. This can be accessed by
navigating to Map Configuration.
• On navigating to MappyField Configuration, it would show list of all the users with Quick Map role
or System Administrator.
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• Following are the configurations:
▪ Map Mode: User can select default map mode. It can be road or aerial mode.
▪ Zoom Level: User can set default zoom level for the map. It can also be managed based on
settings made from the contextual menu.
▪ Plot Data: Default plotting of data can be defined. Either it can be in cluster or non-cluster
format.
▪ Distance Unit: Default option for distance measuring. Either miles or kilometers.
▪ Route Options: You can define best way to determine route from this feature.
▪ Default Location: The user can define the default location using this option.
▪ Default Origin: The user can define the default origin using this option. It can also be
managed based on settings made from the contextual menu.
▪ Default Destination: The user can define the default destination using this option. It can
also be managed based on settings made from the contextual menu.
▪ Along the route distance: Define radius of along the route search.
▪ Along the route distance unit: Define default unit for along the route search.
Note: These configurations are default user-based configurations that will be set as default when
map is loaded.
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▪ Security Template Configuration: Define the default Security Template for the user if
required.
Note: Here the list of the Templates will appear as per the Security Template
Configurations.
▪ Navigate via: Select navigate to check the routes by using Google Maps, Waze Map or
Apple Map.
▪ Check In: Enable or disable the ‘Check In’ module. If you enable the Check In, Check In
Radius (KM), the option will get enabled.
▪ Check in Radius: Define Geo Radius that can be allowed to perform any check in.
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Security Template Configuration
• Only System administrator or User with AppJetty MappyField Admin role can create Security
Template for other CRM users with AppJetty MappyField User role.
• User admin can assign selected actions to different users using security templates.
• To create a ‘security template’, navigate to AppJetty -> Security Template Configuration.
• Click on + New button from the action ribbon and enter template name and select all the actions
that you want to make available for users with that template.
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Click on Save icon. Upon saving, it would enable Configuration Details section from where you can
directly assign that template to a user.
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Entity Mappings
• Navigate to AppJetty -> Entity Mappings to display the entity with its relevant details on the
MappyField. From here you can add a new entity and configure its required details.
• By clicking on Entity Mapping, the list of entities can be seen which are already mapped.
• Click on “New” button, this will open a new window for mapping an entity.
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• Entity Name: Select the entity you want to map. You can choose from all the entities that are
present in the CRM by default or the custom entities created by you.
• Link To: Check the link to option to link the selected entity to some other entity. After checking
the box, you will get a list of relationships with which you can link the selected entity.
• Activity Entities work only on Account, Contact or Lead addresses marked as regarding address.
• Total Records: It displays how many records the entity contains.
• Geocoded Records: It displays how many records are geocoded.
• Address Fields: Select the address fields for the entity, to be used for geocoding. By default, it will
consider map’s certain address fields. If needed they can be changed.
• Automatically Geocode New Records: If it is checked, it geocodes the record automatically as per
saving configuration.
• Once you have filled all details, click on “Save” button. Entity will be mapped, and success/failure
message will be displayed.
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Attributes
• For mapped entities, further configurations can be managed like Attributes. It includes Detail
Attributes and Category Attributes.
• ‘Detail attributes’ are the ones that appear on card upon clicking on ‘pushpin pointer’ . At max 10
attributes can be selected.
• ‘Category attributes’ are the ones that appear in dropdown for ‘category’ selection. You can select
as many attributes as you want for category selection.
Action Configuration
• For mapped entities, you can edit action configuration section where you can check/uncheck the
action buttons according to your requirement.
• This will reflect on the tooltip card. Here, only those action buttons will be shown that can be
changed. Default buttons will not be shown in this configuration section.
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Data Grid Attributes
• From here, you can select the attributes for the data grid. When you plot any data in map or in heat
map, grid data will be displayed according to attributes selected here.
• If ‘Display Full Address’ checkbox is checked in data grid, it will display records with full address.
• You can select maximum 8 data grid attributes.
Summary Card Configuration
• You can make configurations related to what you want to display on summary card.
• For summary card of an entity, you can choose the attributes that you want from the dropdown list.
• Also, under aggregate method, you can define the way you want records to be summarized. It can
be either sum or average. Also, you may define display name of that attribute.
• By default, it is same as attribute name. All the selected attributes are shown in the list from where
it can be removed as well.
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Views Configuration
• You can select the view that you want to display on the map for particular entity.
Relationship Configuration
• The selected relationship id from the Relation List and the name gets plotted as part of related
records associated with a record.
• In ‘Relationship Configuration’, Default Relationship ‘radio button’ is given to display the Default
relationship at the time of loading the record map.
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Tooltip Attributes Configuration
• You can make configurations related to what you want to display on ‘tool tip’ when anyone hovers
on that record.
• For that, you can choose the attributes that you want from the dropdown list. You may also define
display name of that attribute. By default, it is same as attribute name. All the selected attributes
are shown in the list from where it can be removed as well.
• After making all the configurations, click on Update button to complete the process.
Enable Check-In
• You will get Check-In & Check Out options for all activity entities along with Add Notes and
Attachment options.
• To enable the Check In option for the activities like etc., tick the Enable Check In option.
• By checking it, you will get the Check-In & Check-Out features for your activity.
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Geocode Records
Manually Geocode the Record
• Navigate to the record for which you want to manually set a geocode: Latitude & Longitude.
• You will get the Geocode as per your selection of view. Here you get the Geocode for “My Active
Accounts”. If you have not selected any record, it will get Geocode for all the Records.
Ex. If you want to geocode any record of account, go to Sales -> Accounts and select a record.
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• If you changed the address, then you need to manually geocode that record by clicking on the “Get
Geocode” button from the menu.
• After selecting a record and clicking on Get Geocode,
the “Latitude” & “Longitude” will get updated as per
the address details.
• If you check, the account details, the Geocode:
Latitude & Longitude is updated as shown in the
screenshot.
Note: You get option to geocode records only
when that particular entity is mapped from Entity
Mappings configuration.
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Non-Geocoded Records
• Navigate to the entity for which you want to get a non-geocode detail.
• For example, if you want to check the Non-Geo Coded records from the multiple records of an
account entity, go to Sales -> Account.
• Click on Non-Geocoded Record button, it would show listing of all the non-geocoded records along
with their address.
• You can also view details of the record by clicking on view icon under action column.
• For the list generated, you can also perform actions like Copy, Excel, Pdf, Print and Search as well.
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Individual Records on Map View
MappyField section in Record Details
• MappyField is separately provided in the Details page of any record of all the mapped entities.
• Click on any record of account entity.
• By clicking on the account name, you will get the summary and the details of that account and by
scrolling down, you will get the separate ‘MappyField’ section.
• On map there is a pin plotted based on the address entered for the record.
• To update the latitude and longitude of the record, you need to move the pin to the desired
location. On moving, it would prompt a confirmation message. Click OK to update and continue.
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