How to Visualize Region Wise CRM Data in Dynamics CRM Map Integration

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How to Visualize Region Wise CRM Data in
Dynamics CRM Map Integration
Sales is a game of numbers. Weve all heard it.
But it has evolved from numbers to visuals. As a
sales manager, you dont have to crunch numbers
all the time when you can simply see sales data
on the map. And in this blog, we are going to
demonstrate how to visualize region-wise CRM
data in a Dynamics CRM map integration. By
visualizing CRM data region-wise, you get an
overview of how your regional sales and marketing
team are performing which can help you make
data-driven decisions. Without further ado,
lets dive into how you can visualize region-wise
CRM data on a map. Note For this example,
weve taken Quick Maps which is a dynamics 365
field m apping tool. You can explore more such
extensions from MS AppSource.
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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 Maps to open
Quick Maps.
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Step 2 Select the Entities you want to view
records of on the map. In other words, visualize.
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• Note Here you can select up to 5 entities to map
  and visualize its data.
• Step 3 Add Multiple Regions to visualize data
• Select Region from Search Options dropdown.
• Select the region type from Region dropdown.
  The available options are City, State, Country,
  and Postal Code.

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After adding all the required data, click on the
search button to visualize your data.
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Now if you want to view region summary and
data/records inside that region you need to
click on the region and it will display the
summary that particular region. The selected
region will be highlighted with a different
border.
If you want to see detailed data of a particular
region, click on the Show Data button
available in the center bottom. Data in Grid View
will be according to the selected region.
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You can select multiple entities from the
dropdown of Select Entity View if the selected
region contains multiple entities records/data.
Once you are done understanding the data of a
particular region, you can clear the selected
region by clicking on the cross button in the
top-right corner.
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Original blog h ttps//www.appjetty.com/blog/how-
to-visualize-region-wise-crm-data-in-dyn a
mics-crm-map-integration