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Next, import the records assigned to an individual user, so that the rulesets give access to the right set of users.Then reassign the records to a queue, which will retain the ownership and thus the rulesets.Click here to link to a list showing mandatory fields for each record type.Once you're familiar with the data you want to import, check the quality of it and, if necessary, make some amendments to help ensure your import goes smoothly.The Locate workflow allows you to permanently geoenable your records by storing the latitude and longitude coordinates with your records.When you map your records using latitude and longitude in the future, you are saved from being charged for address geocoding each time the map chart containing those records is loaded.The Locate workflow does not support configurations where Esri Maps connects to Portal for Arc GIS using IWA or PKI authentication.For configuring geocoding with Portal, please refer to the Configuring the portal to geocode address documentation.
This blog is NOT a review of the features of the import tool as this has already been covered in multiple places elsewhere.The mapping platform for your organization A complete professional GIS GIS in your enterprise Tools to build location-aware apps Free template maps and apps for your industry Get apps and data for your organization Esri Maps Locate workflow Esri Maps for Dynamics CRM provides the Esri Maps Locate workflow to find the geographic coordinates of addresses stored in your customer records.Geocoding is the process of taking data, such as an address, and converting it to a coordinate that corresponds to a location in a coordinate system. In addition to address geocoding, Esri Maps provides place-name lookup functionality that allows you to use places such as US cities, ZIP Codes, and world countries and match your data to those locations.If your data contains invalid email addresses we recommend that you either correct them prior to starting the import or delete them and leave that field empty.
NOTE: if you assign records straight to a queue, they will be 'owned' by the user carrying out the import.Below are suggestions of things to check for, which isn't meant to be exhaustive but will definitely help eliminate some common problems.