The below example uses the Map already populated with the records from the Microsoft Dynamics 365 Connector entities detailed in previous articles. For information about creating a Microsoft Dynamics 365 Connector see the article Connect with your Microsoft Dynamics 365 and map data and for information on how to use the Connector to populate the map see the article Create Maps with Microsoft Dynamics 365.
Only the active Mapsimise Map Layers will have their records displayed (for more information see the article Layers). A Layers records can be further refined using any combination of the available Shape filters (for more information see the article Shape Filters).
The grid will show the selected Layer’s records, as the Data source for the records is Microsoft Dynamics 365 and the entity is a Contact the option “Add to Marketing List” will be available from this menu.
There are two ways to add records to a Marketing list, either creating a new list on the Microsoft Dynamics 365 system or exporting the records to a list that already exists. Once an export location has been selected clicking the “Add to Marketing List” will start the export process.
The number of records being exported will impact the length of time the export process takes. Once completed a message box will allow the user to open the relevant Marketing list in a new Microsoft Dynamics 365 window.