PCF Controls in Dynamics 365 CRM for quick and easy visualization of data on map!

Visualizing Dynamics 365 data on map is one of the core elements for easy implementation of a business process in any organization. By viewing where the prospects come from, and which regions need to be focused on for improving businesses, the sales can be seamlessly improved. To improve the overall performance of Dynamics 365 CRM, wouldn’t it be optimum to visualize data without switching screens. This is why we have introduced PCF control in Maplytics (Preferred Maps integration app on Microsoft AppSource) to view the geographical location of Dynamics 365 CRM data right in record form or entity grid or sub-grid.

PowerApps Component Framework enables users to visualize data quickly and apply actions on them to improve the entire business speed. Currently, with Maplytics, we have created four types of PCF Controls viz.:

1. Map View Control for Record
2. Map Edit Control for Record
3. Map View Control for Dataset
4. Detail Map Control for Dataset

These controls prominently manage the visualization of data and ease the process of taking actions on them right from form’s ribbon. Let’s dive deep and understand these controls in-depth:

Map View Control for Record

Users can add these control on any field with Data Type as ‘Single Line of Text’ of the record. After adding this control, users can view the record’s geo-coordinates and address on the hover of pushpin. It enables visualizing the geographical location of record on map without switching screen.

Map Edit Control for Record

This control is almost similar to Map View Control for Record apart from the fact that it is editable. In Map Edit Control for Record, users can edit the address and location of the record. They can either drag and drop the pushpin to another location and update the address or, they can enter the address and update the location of the pushpin. It also enables viewing the geo-location of the pushpin without switching screen.

Map View Control for Dataset

This control can be added to any entity to visualize all the records of a View or sub-grid on map. Users can view all the details of a pushpin by hovering over it. The fields to be displayed on hover of a pushpin are customizable. Apart from this, multiple pushpins can be selected and highlighted at a time. After highlighting these pushpins, actions from the ribbon can be applied to them. Also, any pushpin record can be opened with right-click.

Detail Map Control for Dataset

This is the most recent addition to the list of PCF Controls we have added. It can be added to any entity or dashboard to visualize the records of all views, sub-grids or dashboard. Like Map View Control for Dataset, in this control also multiple pushpins can be selected and actions from the ribbon can be applied to them without switching screens. Besides, multiple features can be applied to the records from the page viz. Plot Entity Records, Plot Categorized Data, Proximity Search, POI Locations, Routing, Map Mode and Labels.

It is a substantial method to derive maximum out of the visualization of data without having to switch screen and plotting data separately. By data visualization from the page, ample time is saved which can be used for other tasks.

To discuss your mapping requirements drop us a mail at crm@inogic.com.

For a FREE trial of 15 days download the solution from our Website or Microsoft AppSource!

Happy Mapping!