How to Set Navigation App on User Level from Dynamics Mapping Tool

1. How to Set Navigation App on User Level from Dynamics MappingTool Dynamics CRM has Bing Maps integrated by default. But there are certain limitations when it comes to navigating using Bing Maps inside of Dynamics CRM. To overcome these limitations and achieve more from your Dynamics CRM, you can invest in a Dynamics Mapping toolthat allows you to plot records on a map, visualize data with heatmaps, and manage your territories moreeffectively. Not only that, but you can also find the shortest paths to cover more clients and meetings in a shorter period of time. And with the right app for navigation, your on-field sales reps can work moreeffectively. In this blog, we are going to show you how to set a navigation app like Google Maps, Apple Maps, or Waze on a user level using the Dynamics Mapping tool. Further, we’ve also demonstrated how one can generate navigation links to go about theirday. For the demonstration purpose, we’ve taken Quick Maps but you can browse around on MS App Source and find a suitable Dynamics 365 mapintegration.

2. Step 1: Navigate toMap If you are using old UI (Classicview): Find the “AppJetty” tab from the header menu, navigate to Quick Maps and then click onMap. If you are using Unifiedview: You can find the ‘Quick Maps’ App by clicking on the Dynamics 365option.

3. Step 2: Select any one(Google/Waze/Apple) from the configuration - Click on the “Map Configuration Details ” option and select the user (a record) for whom you want to set the NavigationMap.

4. You can set navigation maps at an individual level i.e. for one user you can set Google Maps while for another user, you can set Waze Map and soon. • You can also set the Navigation Map based on the devices i.e. Google Map for Android and Apple MapsiPhones/iPads. • Based on the selection in the user configuration detail for ‘Navigation Via’, the navigation link will be generated from the Quick Maps, and by clicking on it, the user will be redirected to the respectiveApp. • Step 3: Navigate to the Maps page and select theEntity. • By clicking on the Maps, you will be navigated to the Quick Mapspage. • Select the Entity & its view. You can also select the multiple entities if youwant. The data will be plotted on the Map as per the selection of theEntity(s). Step 4: Insert the Origin andDestination After plotting the data on the maps, you can add the locations in twoways:

5. Manually: Click on the “Direction” tab. From here, you can insert the starting & ending locations by inserting the address manually in “From” and “To” editboxes. • Via pushpins: By clicking on any Pushpin, the details of that records will popup. You can set the directions by selecting the “Add to Origin” option and the final destination by selecting “Add to Destination”respectively. • After selecting origin and destination, both locations automatically gets inserted in the “Directions”tab. - Now click on the Go button for directions on the map. You will get turn-by-turn directions of insertedlocations. The multiple locations selection option is also provided if you want to cover 2-3 clients in a singleday. Step 5: Generating NavigationLinks • After the route is plotted on the map, click on the navigation icon to get the link of the plotted route. • If you have selected multiple locations, you will get more than onelink.

6. - This will open “Navigation Links” popup with direction links generated from waypoint A-B, B-C, soon.

7. - By clicking on the links from the Dynamics Mobile/Tablet App, you will be redirected to the relevant Maps app as per the selection of Navigation Map in Map configurationdetails. Therefore, the admin user can select any Navigation Map option from Google Maps, Waze, or Apple Maps. This makes it easier for the reps to access the links and make it on time for appointments andmeetings. Source:https://www.appjetty.com/blog/how-to-set-navigation-app-on-user-level-from-dynamics- mapping-tool/