When you receive new client details, there may be cases where you do not have the geocode data for those clients. In such cases, MappyField provides a functionality called the “Assign Bulk Geocode” process. Based on the customer’s address, city, state, zip code, and country, Dynamics 365 Map will provide the geocode data for those customers.
Having geocode data will help you identify your customers’ locations. Here are some steps that will guide you in assigning bulk geocodes to customers in Dynamics 365 Map.
Step 1: Navigate to the CRM section and select [Your Model-Driven App].
Step 2: Once you navigate to the CRM, go to the Account or Contact section, depending on where you want to generate the geocode.
The image below is of one of the contacts. As you can see, this contact does not have a latitude or longitude.
Step 3: In the CRM ribbon (navigation bar), you will see the ‘Get Geocode’ button.
Step 4: Click on the Get GeoCode button and a popup asking to get geocode for all records will open up. Click on Ok.
Step 5: After clicking OK, an alert message will appear stating that geocoding is in process and will continue in the background. Click OK. This process may take some time.
Step 6: After the process is completed, you can check the latitude and longitude of the contacts.
Step 7: Now you can see that contact or account on the map.
Step 8: You can also check non-geocoded records by clicking on the ‘Non-Geocoded Record’ button in the CRM navigation.
Clicking the ‘Non-Geocoded Records’ button will navigate to the Non-Geocoded Records section, where a list of all Non-Geocoded records will be displayed.
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