What problem does the EasyTerritory EasyMap solve?
The EasyMap PCF control is the perfect solution to help improve sales and service rep productivity with maps. Most PCF Controls can load records from only one view or entity at a time. EasyTerritory EasyMap supports loading records from multiple views across multiple entities to be displayed on a map within Dynamics 365, and there are many other useful features available once the map is loaded.
Some of the features available once business data is visible on the EasyTerritory EasyMap include:
- Pinpoint current location
- View customer locations and record details
- Create travel-time rings
- Calculate distance and travel time between locations
- Launch voice navigation via Google Maps, Apple Maps, or Waze
The EasyTerritory EasyMap is part of the EasyTerritory Managed Solution that can be downloaded from Microsoft AppSource or requested from your EasyTerritory support rep.
The EasyTerritory EasyMap leverages the Microsoft Azure Maps map control, and therefore requires an Azure Maps license for fluid navigation and base map. A new Azure Maps license (S1) key can be obtained by following our instructions linked here.
The EasyTerritory EasyMap can display records on a map that include a valid Latitude and Longitude, and these columns must be saved as part of the Advanced Find view.
Setting Up the EasyTerritory EasyMap
After importing the EasyTerritory Managed Solution into Dynamics 365, and configuring the connection to EasyTerritory (instructions linked here), browse to your Dynamics 365 Advanced Settings > Customizations > Customize the System. When the Default Solution dialogue opens, scroll down to the EasyTerritory EasyMap entity and in the ‘Controls’ tab and make sure the EasyTerritory EasyMap Control is added to the entity and is enabled for desired devices- web, phone, or tablet. If you do not see the EasyTerritory EasyMap Control click ‘Add Control’ and select the EasyTerritory EasyMap Control from the list of options. Make sure to save and publish.
Next, open the Microsoft Dynamics 365 drop down on the top left to switch to a different app.
Click the New icon to create a new EasyTerritory EasyMap record.
Enter the Entity View Name, Entity Name, Latitude and Longitude field names, choose a Record Icon, and enter the Map Type. The Map Type will be the name of the group of views to be displayed on the same EasyTerritory EasyMap.
Save the New EasyTerritory EasyMap and launch the map from the EasyTerritory EasyMap icon in the navigation bar on the left.
Access the Read Only Grid to manage each of the views across each Map Type.
Now expand the Menu icon to see the current list of views associated with this Map Type and indicate which should visible on the map.
Browse to the EasyTerritory EasyMap in the Powerapps portal and select the EasyTerritory EasyMap and share the app with users in your organization.
Finally, add users to the ‘EasyTerritory EasyMap Security Roles’. This will give ‘Read’ permission to the underlining EasyTerritory EasyMap Entity.
Now the EasyTerritory EasyMap can be accessed through the Dynamics 365 mobile app as shown below. Users can view their current location, their customer locations and relevant details, create travel-time rings, and calculate distance and travel time between their current location and a selected customer. Directions can be launched via Google Maps, Apple Maps, or Waze Maps.
The EasyTerritory EasyMap is available as part of the EasyTerritory Managed Solution, which can be downloaded from Microsoft AppSource. For questions, contact us at email@example.com.
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