Ever wondered how you can make the best of a client meeting?
By meeting more clients in the same vicinity?
Of course, meeting 4 clients in a day is always better than meeting a single client.
So, in this article, we are going to demonstrate how you can easily find related contacts or records near a particular record using the Dynamics 365 mapping tool.
We’ve taken MappyField 365 for the demonstration purpose, but you can always browse through MS AppSource to find the right map integration for your business.
Here you will show how to:
- Find entity details by navigating any specific entity
- Find the individual map using MappyField 365
- Perform Proximity Search based on record’s location on the map
- Get Related Records on the map
Step 1: Navigate to MappyField 365
Find the “AppJetty” tab from the header menu, navigate to MappyField 365.
Step 2: Select a Particular Entity
From the MappyField 365 left panel, click on the entity → records which you want to check and manage on the MappyField 365’s individual map.
Here, we’ve selected the Contact entity. After selecting the entity, click on the specific record.
Step 3: Perform Proximity Search and Get Related Records
After selecting a record, you will be navigated to its detail page. On that detail page, you will find the MappyField 365 tab from where you will get the individual record map.
Here you can see the individual map for the record of Appolonia Duckerin.
You can also drag the selected record’s pushpin of the map around to make changes in their address. The coordinate values (Lat. & Long.) will be changed and by clicking on the Save button, the new latitude and longitude will be updated in their record.
As a sales or an area manager, you can perform these two operations from the individual map: Find Proximity and Get Related Records.
Proximity Search
Search nearby records in proximity from the location of the individual record based on time or distance.
Click on the Find Proximity button, it will open a popup of “Proximity Search”.
- Select the Entity and its view to find the records that are in the proximity of individual records.
- Select Distance/Time by which you want to perform a search.
MappyField 365 provides a concentric proximity search based on distance with three different values.
After selecting and inserting the proximity search data, click on the Search button. It will plot all the records which are covered in the defined proximity.
Get Related Records
It will fetch all related records to the plotted pin based on the relationship set from the configurations section in Entity Mappings.
MappyField 365 is fully compatible with the mobile application of Dynamics 365 which allows you to perform these functions on-the-go.
Source : https://www.appjetty.com/blog/how-to-view-individual-record-and-its-related-records/