Mapping Records from a Common Data Service view

With EasyTerritory, organizations can map any data with addresses directly through from Microsoft’s Common Data Service to overlay on top of Azure Maps or Bing Maps. The following documentation describes how to setup a connection to CDS, create a view, and map records!

Prerequisites

EasyTerritory must be configured to use Azure Active Directory to read data from the CDS. This documentation describes how to setup EasyTerritory with Azure AD.

Setup Steps

1. 1. Once EasyTerritory is setup to support Azure Active, you can then build of CDS views of entities to map records from. First you’ll need to login to Power Apps https://make.powerapps.com/ and navigate to the entity you want to map records from.
      

      Navigate to Views and click ‘+ Add view’

      

      Give your new view a name and add the columns you’d like to show in EasyTerritory.

      

      Important Note: To map data in EasyTerritory, your views will need fields with address information (e.g. Address 1: Street, Address 1: City, Address 1: State/Province, Address 1: ZIP/Postal Code) or populated Latitude and Longitude field (e.g. Address 1: Latitude, Address 1: Longitude). If your data isn’t already geocoded, EasyTerritory will use the address fields to geocode the data on-the-fly in EasyTerritory. Having the data already geocoding will increase your data load times in EasyTerritory.

      

      

   2. Once your view is created and published, you can now map the records in EasyTerritory. In the top toolbar, click the ‘Data Upload’ button and select ‘Upload a view from Dynamics 365’.

      The next dialog selects which columns have your address and/or latitude and longitude fields.

      

      Data will be geocoded on-the-fly if no lat/lon fields are present in the view.

      

      Results!

That’s how easy it is map data from the Common Data Service using Azure Maps or Bing Maps!