MAP VIEW BUILDER
NOTE: The following documentation is for EasyTerritory integrated with Microsoft Dynamics 365.
The Map View Builder page in Dynamics 365 allows your to map multiple list views from multiple entities into a single map with multiple layers. The Map View Builder will query all of the System and User defined views that you have access to, that also have columns with latitude and longitude fields added and displays them in a check list. You then select the views you want to map and launch EasyTerritory to view the data.
To Utilize the Map View Builder, simply access the Dashboard that should have been installed with the EasyTerritory managed solution file.
Note: Navigation Steps may be different based on your version of Dynamics 365 and any Site Map modifications implemented.
- Navigate to Sales -> Dashboards
- Select the EasyTerritory Map View Builder dashboard
- Select one or more views available with Latitude and Longitude fields
- Click Map Selected Views to launch EasyTerritory.