How to Stay on Top of Your Clients with Nearby Data Search

1
How to Stay on Top of Your Clients with Nearby
Data Search
You can use your CRM to the most when it comes to
on-field activities. You need the right tools
for this, and a Dynamics 365 map integration is
the way to go about this. The reason for using
a third-party tool is simply because Dynamics
itself does not provide an extensive default
option. But lets look at how a map integration
like Quick Maps gives features like proximity
search to maximize your efforts. Your on-field
team can leverage this to get their schedule,
plan a route based on proximity and add the
records to their calendar easily. Lets walk
through how to enable it Step 1 Redirect to
Map page - Click on the Dynamics 365 menu and
then click on Quick Maps from the slider menu
or find the AppJetty tab from the header menu
and click on
2
Maps
to
open
QuickMaps.
3

• Step 2 Enter the Location name in Default
  Location or pinpoint the current location on
  Map.
• When the map loads, if the default location
  setting is saved then it will display location
  name in default location textbox.
• If the default location is not set and you want
  to search records for a particular location,
  right-click on that location on the map and click
  on the Set As Current Location option. This
  will add selected location into the Default
  Location textbox also.

- If no value is provided in the textbox, the
Proximity search (Radius search) will work on
logged in the users current location which is
inserted in the configuration.
4

• Step 3 Perform Proximity Search (Radius Search)
• Now select the entity for which you want to
  search the data near the current location.
• Select the Entity and its view under the Select
  Entity option and select
• Proximity Search in Search Options dropdown.
• As you select Proximity, Distance and Time
  options will appear.
• Distance-based Proximity
• Enter radius to search. It allows users to
  perform up to 3 proximity searches at a time.
• Select distance unit KM / Miles from the dropdown
  option.
• Click on the Search button to perform a Proximity
  search (radius search).

5

• Time-based Proximity
• In case of proximity search using time, enter
  travel time ( in Minutes ) in the textbox.
• By selecting the Time option, it will calculate
  data based on driving time from the current
  location.
• You can check the distance from the current
  location by hovering over any pushpin. You can
  insert a maximum 85 mins distance from the
  current location.

6

• Step 4 Create Appointment/Task or add records to
  route
• After searching the data near the current
  location, data of the selected entity will be
  plotted.
• Now, to create an appointment and a task for any
  data, click on the pushpin of that data and the
  tooltip with many options will open.
• From the tooltip, you will get the options to
  create an appointment/task and add data to the
  route but only for the selected pushpin data.

7

• You can also perform these actions from the data
  grid by clicking on Show Data at the bottom.
  In the data grid, you can see the icons of
  Routes, Task and Appointmentgt.
• In the Data Grid, you can set the Routes, add
  Tasks and Appointments for more than one data
  point by multiple selections.

8
(No Transcript)
9

• Now, you can add the data to Route from the
  Tooltip by clicking on Direction
• -gt Add to Origin or Add to Destination as per
  your schedule and from the data grid by clicking
  on Route icon.
• The Direction option will open with added Route.

10
In this way, you can search nearby data for
selected entities based on the current location
using Proximity Search in Quick Maps. You can
perform certain actions like Creating
Appointment / Task for the data and add to Route
in your schedule. Proximity Search enables you
to carry out result-oriented work in a
particular area and region.
Original Blog https//www.appjetty.com/blog/stay-
top-of-your-clients-with-nearby-data-sea rch