Invite your team. This article demonstrates inviting users to MapBusinessOnline team and creating sub-teams for map or data sharing. See also: Share interactive map privately Add users
Microsoft Dynamics® CRM; Install MapBusinessOnline customization package for Microsoft Dynamics® CRM Online; Plot Accounts data from Microsoft Dynamics® CRM Online
Search data in polygon. You can search any dataset you have added to map inside polygon area as following: First of all plot your data on map. Read following article on how to do that: Plot data from Microsoft® Excel. Zoom into map area you want to search. Enter center location address, city, or ZIP code into search box and click search icon.
In MBO you can view the primary territory or territory list for a customer record. In this article we demonstrate how to export segmented customer list into a file that can be then opened in Excel®. The segmented data export option is available in Data window. Open Data window if it is not already open.
The option to hide or show territory internal lines is available in ‘Manage map and data dialog’. Let’s get to it. Start by opening Map & Data window if it is not already open. 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.
Microsoft Dynamics® CRM; Install MapBusinessOnline customization package for Microsoft Dynamics® CRM Online; Plot Accounts data from Microsoft Dynamics® CRM Online
Microsoft Dynamics® CRM; Install MapBusinessOnline customization package for Microsoft Dynamics® CRM Online; Plot Accounts data from Microsoft Dynamics® CRM Online
Microsoft Dynamics® CRM; Install MapBusinessOnline customization package for Microsoft Dynamics® CRM Online; Plot Accounts data from Microsoft Dynamics® CRM Online