About Dynamics MappyField 365

Introduction

 

AppJetty MappyField 365 plugin provides geo-analytical solutions to Dynamics 365 CRM users and helps them to plot CRM data in maps.

 

Prerequisites

The following requirement must be followed before starting the Plugin installation:

 

– You should be logged in to Dynamics CRM 2016 or Dynamics 365, Online or On-premises.

 

– You will have to generate Bing Map API.
How to generate Bing Map API Key?

 

New changes

 

As per the MappyField 365 version 6.1, the following topics are updated or newly added:

 

> Installation & Configuration side

 

– New Enhancement in Security Template Configuration

– Asset (Truck) Management

– Define Geography for Territories

 

> MappyField 365 Map view & its functionalities

 

– Plot the records for the “County” region on the map

– Quick Create Activity

– Approve/Reject pending Check-ins/Checkouts

– Territory Management: Draft Territory, Manage Hierarchical Territory

– Dynamic Map Record for the individual entity records