I found myself a little puzzled about how to get the location of my customers visible on a map within D365 Sales Hub. I knew that D365 was integrated with BING, the Microsoft mapping service but I didn’t know how to enable it.
I quickly found that the Longitude and Latitude values on my customer account were not filled in.
So one thing to mention is why the Longitude and Latitude are important in D365. This is because this is the key data that D365 Resource Scheduling uses when calculating distances and times between Resource Requirements.
Simply put a resource requirement is demand within the D365 system for resources, and ideally its good to know where those resources are needed to be deployed and how long it will take a resource to get to the desired location. Often you will hear the phrase ‘we will dispatch our nearest engineer to you’ – and this is one way you can achieve the same capability using D365.
Here is how you enable the mapping functionality in D365:
It’s important to check if your Administrator has enabled the BING integration at an environment level – this is done within the Power Platform Administration Portal. Click on the environment, choose Settings, then Features and then you will be able to see the form below
Once that is done then you can move into D365.
- So I started in D365 Sales Hub on the account record of my customer. I made sure that I had entered the full customer address on the panel and then went to the menu option called Geo Code
It then helpfully shows you this message – but it doesnt really tell you what you need to know….
The problem with this message is that in D365 Sales Hub there is no menu option at the path they mention. However if you go into D365 Resource Scheduling there is and it all begins to make sense.
Then click Administration from the menu on the left hand side of the screen
Then you can see the option mentioned by the info message:
This is where you are able to turn on the integration between D365 and BING Maps – but a word of caution
Once you have pressed OK to the message above, then you will be able to Save & Close this form and return to the D365 Sales Hub.
Once you are back in the D365 Sales Hub you will be able to select an account customer and use the Geo Code menu option to obtain the Longitude and Latitude related to the customers address.