In our previous blog series, we have explored the latest additions of PCF controls to Maplytics. We are here with another blog series, which will help you with the steps to add all the four PCF controls in your Dynamics CRM.
The first PCF control that we would talk about is Map view control for record. In the earlier blog series, we learnt that by adding this control on the record form, user will be able to view the respective record plotted on the map. User can also hover on the plotted pushpin to view the Address and geo-coordinates of the record. Now let us see how to add this control on the record form within Dynamics 365 CRM. To add the control to a field within a record form, user can follow the steps mentioned below:
1. Go to Settings > Advanced Settings > Customizations > Customize the System > Components > Entities > Required Entity
Here, we have taken the Lead entity for an instance. Within Leads, go to Forms > Main Form > Select a field > Change Properties
Note: The data type of the field on which user needs to add control should be ‘Single Line of Text’.
2. Go to Controls > Add Control > Select Map View Control for Record > Add
Note: Please uncheck the option of ‘Display label’ within the field properties for better visualization.
3. User can choose to allow the control on Web, Phone or Tablet. Click on ‘OK’ > Save & Publish.
4. User can open any record of the entity to view this control added on the field.
This way user can add this map to any of the entity’s record form to see the respective record plotted on the map and further see the address and Latitude, Longitude values on the hover. This will make it easier for the user to have the geographical insight of the respective record.
Start using PCF controls and facilitate your work on CRM with easy visualisation of records on map. Download the latest solution and add PCF control within your CRM. Do contact us at firstname.lastname@example.org and share your valuable feedback.