Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a workflow) to populate the latitude & longitude fields.
A workflow is included with Dynamics Maps solution, to convert any set of fields, representing address details, to latitude & longitude values, and store them in the record. When configuring a map for an entity, part of Map Customization setting is pointing to where the latitude & longitude values are read.
In CRM, go to>Settings>Processes> and open the workflow: Example Geo-codding workflow for Dynamics Maps.
This workflow is for the Account entity, but can be applied to any CRM entity. The workflow has two steps:
Step 1: Geocoding Functions. Assign for each address field the corresponding customised address field, as per image1.
Step 2: Update Record. Based on the input in step 1 above, our plugin will calculate the coordinates and save them to the assigned fields designated in step 2, refer to Image 2
Note: we suggest you trigger this workflow as on-demand process, when record is created and when any record’s fields that is address related field, is changed. This way you ensure that the workflow can be run manually, but also automatically, when new record is created or if someone updates any address field with new value.