If you’re looking for a more visual representation of records in your Microsoft Dynamics CRM, PowerMap will be your new best friend. PowerMap lets users choose an entity in CRM, choose a view, and plots all of the individual records from that view on one map. Users can map more than one entity, and more than one view at a time, and can also save their PowerMap preferences, including map configurations, zoom levels and views.
Here are a few ways PowerMap can be used:
- Supports any entity with an address field
- Click on a pin on a map, and a summary of the record will display
- Open a record directly from the map, by clicking on the name of the record in the summary view
- Choose a separate pin for each entity or view you are mapping
- Save map configurations so that you can come back to them later
- Put PowerMap directly on a CRM form
Another awesome feature of PowerMap is that it can be added directly onto a dashboard for ease of use. The below steps will give you a walk-through of how to add this powerful add-on directly on your dashboard!
Things you will need:
- Download the PowerMaps solution here.
- Download Solution (depending on the version of CRM you have, 2011 or 2013, you will need to select the solution ending in the corresponding year)
- EXAMPLE: X.X.X.2013 for CRM 2013 users.
- We have also included an Import Guide as well as a User Guide.
Once you have completed the install and configuration you are ready to place PowerMaps on your dashboard!
1. Within CRM 2013 click on the little house icon on the top ribbon. This will bring you to your homepage.
2. From the homepage, click on the +New button. This will bring you to the dashboard layout selector.
3. Here you will select the type of layout you want for your dashboard. We will use a 3-column regular dashboard.
4. Click Create. This brings you to the dashboard editor. Name your dashboard to your liking. In the squares below, you will notice in the middle there are 4 icons that represent 4 objects you can add to your dashboard:
- Insert Chart
- Insert List
- Insert Iframe
- Insert Web Resource
5. For the purpose of adding PowerMap to the dashboard, select Web Resource. This will bring you to the Add Web Resource page. Click on the magnifying glass and scroll down to Look Up More Records. This will bring you to the Look Up Record screen.
6. On the Look Up Record Screen, do the following:
- Look in the WebResource Lookup View for HTML
- Search *pomap
- Select pomap/Map.html
- Click Add
7. Back on the Add Web Resource screen, click OK.
8. You can leave the values here as default.
9. All you have to do now is add any other dashboard components you wish to have on your dashboard, then click Save.
10. Refresh your browser then click on your dashboard view selector and select your dashboard you just created.
And there you have it. You have learned how to place PowerMap in a dashboard in Dynamics CRM!
If you like PowerMap and want to learn more, we have many more blogs on the PowerMap add-on that you can reference.