Geocoding Millions of Dynamics CRM Records Using Maplytics

By | June 2, 2016

Geocoding is a process of converting addresses to a latitude/longitude, which can be then easily plotted on a map. Geocoding can be done for a specific number of records, but when it comes to bulk records of Dynamics CRM, users need more professional mechanism.

Maplytics is an intelligent solution, which helps to geocode records of Dynamics CRM in just few clicks. It offers an enhanced mapping tool for Dynamics CRM by plotting this data on Bing Maps. We have designed a BatchGeoCoding tool to geocode Dynamics CRM records in bulk including all entities; OOB and custom entities. Your Maplytics subscription already includes both, the BatchGeoCoding tool as well as Bing Maps key/license so there is no need to pay extra for each component separately or install any further program.

How does BatchGeoCode tool works?

Please follow the below mentioned steps to geocode Microsoft Dynamics CRM records:

  1. Extract the BatchGeoCode zip file as shown in screenshot below:

BatchGeoCode tool - Map Dynamics CRM

2. Run BatchGeocoding application file and fill the required details as shown below. Batch GeoCoding tool works on any of your CRM deployment models i.e. Dynamics CRM On-Premises, IFD, CRM Online and Office 365.

Geocoding Maps MS Dynamics CRM

3. Click on Next Here user can make selection whether they would like to run this tool for Geo-coding (Batch Geocode) or Territory Assignment. In this example, we have chosen Batch Geocode as shown below:

Geocoding Bing Maps Dynamics CRM Data

4. Please select the entity and view for which user would like to run this tool. You can either choose to geo-code all of the records, or select the records from the table for geo-coding the records.

Geo Map tool Dynamics CRM

5. Since this is executed as a batch process in the background, enter the email address, if you would like the job results to be mailed to you.

Geocoding Bing Maps Dynamics CRM Data

6. In this section you can see the progress of geocoding process.

Geocoding Dynamics CRM Data Bing Maps

7. After completing the geocoding process you can download the results. The results will be downloaded in CSV format.

Dynamics CRM Data Geocoding Bing Map

Geocoding plays an important role for various sectors. It is an important resource for Marketing and Sales professionals to target specific demographics. BatchGeoCoding is an efficient mode to geocode Dynamics CRM records in bulk but it is recommended to perform the geocoding task in batches to manage this process efficiently.

After reading this post, you may like to try Maps solution for Dynamics CRM – Maplytics…Download your free trial today!

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