Microsoft Dynamics CRM 2013 now comes with an out of the box integration with Bing Maps. This integration uses the address record of your account, lead, contact or custom entity to enable that location and render a Bing Map right on the CRM 2013 page. These maps have the typical Bing Maps functionality: you can see nearby landmarks, “grab” a map and move it around, and you can use your mouse’s scroll wheel to zoom in or out. Move your cursor over the location dot to display the address in a pop-up, and click on the map to get directions.
Bing Maps can be displayed in forms for the account, contact and lead forms. You can remove the Bing Maps area in the form editor or add it back by using the Bing Maps button on the Insert tab of the form editor.
To enable Bing Maps the system setting ‘Show Bing Maps on forms’ must be enabled.
- Click on Dynamics CRM-> Settings tile
- Click on Settings-> Administration tile
- Click on System Settings icon
- Set ‘Yes’ to ‘Enable Bing maps’->‘Show Bing Maps on forms’ in ‘General’ tab
Microsoft Dynamics CRM 2013 on-premise organizations will need to enter a Bing Maps Key and enter it in the system setting Please enter Bing Maps key. Obtain a Bing Map key from: https://www.bingmapsportal.com. Microsoft Dynamics CRM Online subscribers do not require a key.
How to add Bing maps: Below screenshots shows how to add Bing Maps to Account entity main form
- Go to Account entity customizations and click on Account main form
- Click on ‘Bing Maps’ from INSERT tab
After you set Bing maps on Account form, you can see maps like below:
Following table explains what are the properties we can set on Bing Maps
|General||Label||Required: A label to display for the Bing Maps.|
|Display label on the form||Whether the label should be displayed.|
|Select an address to use with the Bing Maps control||Choose which address should be used to provide data for the map.|
|Visible by default||Showing the Bing maps is optional and can be controlled using scripts. More information: Visibility options|
|Formatting||Select the number of columns the control occupies||When the section containing the Bing Maps has more than one column you can set the field to occupy up to the number of columns that the section has.|
|Select the number of rows the control occupies||You can control the height of the Bing Maps by specifying a number of rows.|
|Automatically expand to use available space||You can allow the Bing Maps height to expand to available space.|
Is there any way to control the initial zoom level of the map? Our customers are around the world, so I really don’t care to see street-level detail; but it would be nice to see the map zoomed out to where I can see at a glance what *country* they are in. That would give me a quick idea of their time zone so I know whether I should pick up the phone or whether I should email.
It depends on address, however we can control, I am not sure exactly.
Anyone figure out how to control the initial zoom level, as Nate asked?
There is not a native way to control the zoom with the Bing map control that comes with CRM, however there is a workaround by using a custom Web resource of HTML type instead and embedding it into the form, that way you have full control of the Bing map control properties. Here is a good article that has sample code using Bing map that controls the zoom as well as other features
Thanks Damian! We’ll look it over.
I found the Bing Plugin very limiting. I like the CRM2Maps free tool. http://www.infogrowcorp.com/CRM/Customize/CRM2Maps/CRM2Maps+Download/default.aspx
If you’re looking for a tool to help you with Dynamics CRM map visualization, Quick Maps plugin is exactly what you need. Quick Maps Dynamics CRM not only helps you to visualize your Dynamics CRM data on the map but also helps you to plot records. This plugin will give you a better understanding of market geography through the spot pattern feature like heat map. https://www.appjetty.com/dynamicscrm-quick-maps.htm