Install MapBusinessOnline customization package for Microsoft Dynamics ...
https://www.mapbusinessonline.com/Support.aspx/Article/install_package_for_ms_dyn_crm
Follow the steps below to install MapBusinessOnline customization package: Download MapBusinessOnline customization package by following the link below. Save the file downloaded to your computer. Open CRM Online and select Settings->Customization->Solutions. Click ‘Import’ on the Solutions page. Import Solution wizard will start.
Customize territory callouts - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/change_territory_callouts
Move mouse pointer over territory layer name and click gear icon that will appear. ‘Manage map and data’ dialog with territory layer options will pop up. Inside the dialog select Labels tab. On the Labels tab you can edit the options for territory label’s text size, style, color or alignment. On the same tab choose whether to show label ...
Make business coverage map - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/make_business_coverage_map
Let’s create the coverage map. Click ‘Color code map’ icon on the main toolbar to start ‘Color code map’ wizard. In the first dialog select ZIP5 code layer. Hit ‘Next’. If you don’t have ZIP5 layer listed, please visit this page for instructions on how to select Custom map template. In the next dialog do the following:
Plot Data from Intuit QuickBooks - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/plot_from_int_qb
Click Plot data on MapBusinessOnline toolbar. On the Select data page click-select QuickBooks horizontal tab. Select locations you’d like to plot: customers or vendors. Then specify time period to retrieve sales information for. Choose whether you want to get total sales for all products or sales for selected products.
Edit location's data values - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/edit_location_data
Click the gear icon on the toolbar to open Location window. Make sure that General tab is selected in Location window to access the data view of the location. Edit the data values and hit "Save data edits" button to commit the changes. Note the ruler on top of the data view. Slide its thumb to control the split between column names and edit boxes.
Windows & Main toolbar - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/open_mbo_windows
Quick access toolbar. Quick access toolbar is on the top of Main toolbar with the following features: Search an address on the map. Undo and redo a map change. View and edit the map options. Show or hide Main toolbar, change the toolbar’s style. Name of the current map. Access Account or Subscription on Web site.
Number locations on map - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/number_locations
In MapBusinessOnline you can show location number within circle. First of all you need to add Number column to your Excel or text file as you can see on the picture below. Excel has variety of options to number rows. One is to enter row number for first two rows, select cells with these numbers, and then drag selection’s bottom right corner ...
Show charts for dataset locations
https://www.mapbusinessonline.com/Support.aspx/Article/create_charts
Show charts for dataset locations. To color code data with charts click pie chart icon on the toolbar. If you have plotted several data files on map, select one to color code and click ‘Next’ button.
Zoom & pan map - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/basics_zoom_and_pan
Zooming. MapBusinessOnline’s Zoom control allows you to change map scale (zoom map in or out). By default Zoom control is in minimized state. Maximize Zoom control to access map scale slider by clicking the blue arrow at the zoom control bottom line. Let’s say you have found Redlands, CA and want to change map scale to City level.
Sales territory basics - MapBusinessOnline
https://www.mapbusinessonline.com/Support.aspx/Article/sales_territory_basics
Now, as territories are in MapBusinessOnline, you can easily export territory setup into a file and share it with other sales force management tools: Export territory assignments to a file. Get Sales Territories to Do Work for You. Just visualizing sales territories on a map is great step towards more effective sales force.