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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Enabling geolocation and mapping

Geolocation has been available for a few versions now. While not greatly popular, out of the box, we can map elements on a Bing map. We can, for example, map the locations of various offices and warehouses for a client, or extend the mapping capabilities to show the location of all customers in a specific serviced area. There are, however, a few small configurations required to enable it.

To use this feature in Microsoft Dynamics 365, you must enable it from System Settings. Some previous versions had this enabled by default, which caused additional customization requirements to hide it when not in use.

Navigate to Settings | Administration | System Settings. Scroll down on the General tab until you find the Enable Bing Maps section. Set Enable Bing Maps to Yes:

Once enabled, check which address fields it is using. For the out-of-the-box account, for example, Address 1 is used as the source:

Make sure that, when using this feature, the required licensing...

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