#Microsoft Dynamics CRM Territory Mapping

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How to Optimize CRM with Microsoft Dynamics 365 Services

Customer relationship management has evolved far beyond simple contact databases and basic sales tracking. Today's businesses need sophisticated CRM solutions that can adapt to complex workflows, integrate seamlessly with existing systems, and provide actionable insights that drive revenue growth. Microsoft Dynamics 365 services offer a comprehensive platform for transforming your customer relationship management approach from reactive to proactive.

Understanding the Foundation of CRM Optimization

Before diving into specific optimization strategies, it's crucial to understand what makes a CRM system truly effective. Many organizations make the mistake of focusing solely on features and functionality without considering how these elements align with their unique business processes and customer journey.

Effective CRM optimization starts with a clear understanding of your customer lifecycle. Map out every touchpoint from initial awareness through post purchase support. Identify where prospects typically enter your sales funnel, what information your sales team needs at each stage, and where bottlenecks commonly occur. This foundational work ensures that your Dynamics 365 implementation addresses real business challenges rather than creating sophisticated solutions for non existent problems.

Consider how different teams within your organization interact with customer data. Sales representatives need quick access to opportunity details and contact history. Marketing teams require segmentation capabilities and campaign tracking features. Customer service agents must efficiently access case histories and resolution documentation. Your CRM optimization strategy should account for these diverse needs while maintaining data consistency across all user groups.

Leveraging Automation for Enhanced Efficiency

One of the most powerful aspects of Microsoft Dynamics 365 services is the platform's robust automation capabilities. Business process flows can guide users through complex procedures, ensuring consistency and reducing the likelihood of missed steps. Workflow automation can handle routine tasks like lead assignment, follow up reminders, and data updates without manual intervention.

Start by identifying repetitive tasks that consume significant time from your team members. Lead qualification processes, appointment scheduling, and status updates are prime candidates for automation. Create workflows that trigger based on specific conditions, such as automatically assigning leads to sales representatives based on geographic territory or product interest.

Power Automate integration takes automation even further by connecting Dynamics 365 with other business applications. You can create flows that automatically update project management tools when deals close, send personalized email sequences based on customer behavior, or synchronize data between Dynamics 365 and accounting systems. These integrations eliminate manual data entry and ensure information consistency across your entire technology stack.

Data Quality and Management Best Practices

Your CRM system is only as valuable as the data it contains. Poor data quality leads to missed opportunities, inefficient processes, and frustrated users who lose confidence in the system. Microsoft Dynamics 365 services provide several tools for maintaining high data quality standards throughout your organization.

Implement data validation rules that prevent users from entering incomplete or incorrectly formatted information. Required fields ensure that critical data points are always captured, while format restrictions maintain consistency in phone numbers, email addresses, and other standardized fields. Duplicate detection rules help prevent the creation of redundant records that can confuse users and skew reporting.

Regular data cleanup initiatives are essential for long term CRM success. Schedule periodic reviews to identify and merge duplicate records, update outdated contact information, and archive inactive accounts. Create standardized naming conventions for accounts, contacts, and opportunities to improve searchability and reporting accuracy.

Consider implementing data governance policies that define who can access, modify, and delete different types of information. Role based security ensures that sensitive customer data remains protected while allowing appropriate team members to perform their duties effectively. Regular audits of user permissions help maintain security standards as your organization grows and changes.

Customization for Business Specific Needs

While Dynamics 365 offers extensive out of the box functionality, true CRM optimization often requires customization to match your unique business processes. The platform's flexibility allows for significant modifications without compromising system stability or upgrade paths.

Custom fields capture industry specific information that standard CRM systems might overlook. Manufacturing companies might need fields for product specifications and technical requirements. Service organizations could benefit from custom fields tracking service contracts and maintenance schedules. Professional services firms might require project tracking capabilities integrated directly into their customer records.

Custom entities extend Dynamics 365 beyond traditional CRM boundaries. Create entities for products, projects, or any other business objects that relate to your customer relationships. These custom entities can have their own forms, views, and business processes while maintaining full integration with standard CRM functionality.

Business process flows guide users through multi step procedures specific to your industry or organization. Design flows that reflect your actual sales methodology, customer onboarding process, or support ticket resolution procedures. These visual guides help ensure consistency across your team while providing clear progress indicators for complex processes.

Analytics and Reporting for Informed Decision Making

Data collection means nothing without proper analysis and reporting capabilities. Microsoft Dynamics 365 services include powerful business intelligence tools that transform raw customer data into actionable insights. However, optimization requires more than just generating reports; it demands a strategic approach to identifying key performance indicators and creating dashboards that drive behavior change.

Start by defining what success looks like for your organization. Sales teams might focus on conversion rates, average deal size, and sales cycle length. Marketing departments could prioritize lead quality scores, campaign return on investment, and customer acquisition costs. Customer service organizations often track case resolution times, customer satisfaction scores, and first call resolution rates.

Create role specific dashboards that highlight the metrics most relevant to each user group. Sales representatives need visibility into their pipeline health and upcoming activities. Sales managers require team performance summaries and forecasting data. Executive stakeholders want high level trends and strategic indicators. Tailored dashboards ensure that each user sees information that directly impacts their daily responsibilities.

Advanced analytics capabilities within Dynamics 365 can identify patterns and trends that might not be immediately obvious. Predictive analytics can help identify which leads are most likely to convert, which customers might be at risk of churning, and which products or services generate the highest customer lifetime value. These insights enable proactive decision making rather than reactive responses to problems.

Integration Strategy for Seamless Operations

Modern businesses rely on multiple software applications to manage different aspects of their operations. CRM optimization requires seamless integration between Dynamics 365 and other critical business systems. Microsoft's extensive integration capabilities make it possible to create a unified technology ecosystem that eliminates data silos and improves operational efficiency.

Email integration ensures that all customer communications are automatically captured and associated with the appropriate records. This eliminates the need for manual email filing while providing complete visibility into customer interactions across your entire team. Calendar synchronization keeps activities updated in real time, preventing scheduling conflicts and missed appointments.

Financial system integration provides real time visibility into customer payment history, credit limits, and outstanding balances. This information helps sales representatives make informed decisions about credit terms and payment arrangements while enabling customer service teams to address billing inquiries more effectively.

Marketing automation platforms can share lead scoring data, campaign responses, and behavioral tracking information with Dynamics 365. This integration enables more personalized sales approaches and helps identify the most effective marketing channels for different customer segments.

Conclusion

Optimizing your CRM with Microsoft Dynamics 365 services requires a strategic approach that balances technological capabilities with business requirements. Success depends on understanding your unique customer journey, implementing appropriate automation, maintaining high data quality standards, and creating integration points that support seamless operations.

The key to long term success lies in treating CRM optimization as an ongoing process rather than a one time project. Regular reviews of system performance, user feedback sessions, and business requirement assessments ensure that your Dynamics 365 implementation continues to evolve with your organization's changing needs. By focusing on these fundamental principles, you can create a CRM system that not only manages customer relationships but actively drives business growth and competitive advantage.

[jerlrd]

How to Optimize Sales Operations for Maximum Productivity 

In today's fast-paced business environment, efficiency and agility are critical for success. Companies must continuously adapt to technological advancements and dynamic market conditions. For sales teams, this means leveraging tools that streamline processes and enhance productivity. BirdzAI emerges as a comprehensive Sales Operations and Sales Efficiency Platform designed to revolutionize sales operations by centralizing all major business processes and data needs onto a single platform. This consolidation eliminates fragmentation, fosters collaboration, and significantly enhances sales effectiveness.

Features and Benefits of BirdzAI

BirdzAI boasts a suite of powerful features that collectively transform how sales teams operate:

Alignment Management: BirdzAI ensures precise and efficient sales territory management, allowing for zip code/territory-based and account-to-territory mapping. This ensures that sales territories are well-organized and optimally assigned to the right sales representatives, maximizing sales potential and productivity.

Roster Management: The platform handles complex employee assignments and territory allocations with ease. Comprehensive employee profiles, territory hierarchies, and efficient management of time-off and vacant territories ensure optimal sales coverage and performance.

Field Data Change Requests: In the life sciences industry, adaptability is crucial. BirdzAI facilitates swift response to evolving market dynamics with AI-powered automation, achieving a resolution rate of over 90% for data change requests. Pre-built workflows for routing and approval further streamline this process.

Incentive Compensation: Motivating sales teams is key to driving performance. BirdzAI simplifies incentive planning and execution with AI-powered scenario planning, transparent quota monitoring, and automated payout calculations. This ensures timely and accurate compensation, keeping sales teams motivated and focused on their goals.

Product Master and Reporting: BirdzAI excels in data visualization, providing actionable insights through advanced reports and interactive dashboards. Users can interact with data using natural language queries and combine data from multiple sources, making data analysis accessible and comprehensive.

Vendor Data Integrations: Seamless API-based integrations with major vendors ensure accurate and up-to-date information flow between systems, enhancing decision-making and overall sales performance.

CRM Implementation: Leveraging best practices and certified resources, BirdzAI ensures smooth CRM deployment with leading systems like Veeva, Salesforce, and Microsoft. This minimizes disruptions and maximizes the potential of CRM systems.

Importance of Effective Sales Operations

Effective sales operations are vital for staying competitive in the modern business landscape. BirdzAI’s alignment management, for instance, plays a crucial role in ensuring that sales territories are strategically assigned, promoting fairness, transparency, and efficiency. Fair territory assignments provide equal opportunities for sales representatives to achieve their targets, while transparent processes build trust within the team.

Managing sales team rosters and territories can be challenging due to constant changes in team assignments and territory allocations. BirdzAI addresses these challenges by providing comprehensive employee profiles, effective time-off and vacant territory management, and integration with HR systems. This reduces administrative burdens and enhances the overall efficiency of sales operations.

Adapting to Market Dynamics

Adaptability is essential, particularly in industries like life sciences where market dynamics and regulations are continually changing. BirdzAI’s field data change request management ensures that sales teams can quickly adapt to new data without delays. AI-powered automation and real-time data integration with CRM systems eliminate discrepancies and ensure consistency across the organization.

Motivating Sales Teams with Incentive Compensation

Incentive compensation is a key driver of sales performance. BirdzAI’s comprehensive tools for incentive planning and execution align individual goals with organizational objectives, fostering a culture of achievement and accountability. By providing transparent and fair compensation structures, BirdzAI motivates sales teams to achieve their targets and drive better results.

Powerful Data Insights

BirdzAI’s product master and reporting capabilities provide sales teams with actionable insights through advanced data visualization tools. Detailed reports and interactive dashboards allow users to track sales performance, identify trends, and make informed decisions. Customizable views tailored to specific industry needs enhance the relevance and usefulness of these insights.

Seamless Integrations and Robust Support

Seamless vendor data integrations and robust help desk support are critical for smooth sales operations. BirdzAI excels in providing API-based integrations and pre-built connectors for major vendors, ensuring compatibility and ease of use. Comprehensive help desk support addresses technical and operational challenges, ensuring that sales operations run smoothly.

Conclusion

BirdzAI stands out as a transformative force in sales operations, offering a range of advanced features that revolutionize how sales teams operate. By centralizing key functions and leveraging AI-powered tools and data analytics, BirdzAI enhances efficiency, transparency, and alignment with organizational goals. As businesses continue to evolve, BirdzAI will remain an essential asset, empowering sales teams to achieve unprecedented success in an ever-changing market.

To learn more about all P360’s innovative products, visit P360.com 

[inogic]

Maps for Dynamics 365 CRM

Maplytics is a geospatial mapping and analytics solution built for Microsoft Dynamics 365. It is designed to enhance the capabilities of Dynamics 365 by integrating mapping and location intelligence features. Maplytics allows users to visualize and analyze their CRM (Customer Relationship Management) data on a map, providing a geographical perspective to their business data.

Key features of Maplytics may include:

Map Visualization: Users can view their Dynamics 365 data on an interactive map, making it easier to understand the geographical distribution of customers, leads, or other relevant information.

Route Optimization: Maplytics may offer route planning and optimization features, helping sales and service teams plan efficient routes for their field activities.

Spatial Analysis: Users can perform spatial analysis on their CRM data, uncovering insights based on location-based patterns and trends.

Geo-Analytics: The solution may provide tools for geo-analytics, allowing users to perform various analytical tasks on their mapped data.

Territory Management: Maplytics may assist in defining and managing sales territories based on geographical parameters.

Proximity Search: Users can conduct searches based on proximity to a location, helping them identify nearby opportunities or customers.

[maplyticsbingmap-blog]

Maplytics is the powerful sales territory management map solution for Dynamics 365 which help users to add geographical boundaries (be it shape or a region) on a Bing map of the sales territories defined in Dynamics CRM/365. This feature helps organizations to significantly improve sales, optimally divide the workload among Sales Reps, reduce drive time, improve customer service, etc. To gain the maximum benefit out of their Sales territories, organizations keep re-evaluating and re-aligning sales territories on a regular basis.

[sociamediaz2]

Guest Post: How Maplytics uses Bing Maps Truck Routing API for hassle-free delivery(Sociamediaz Digital Marketing)

Looking for info about Guest Post: How Maplytics uses Bing Maps Truck Routing API for hassle-free delivery(Sociamediaz Digital Marketing)

Maplytics is a geo-analytical app Certified for Microsoft Dynamics (CfMD) that seamlessly integrates Bing Maps with Microsoft Dynamics 365 to visualize Dynamics CRM/365 data on a map helping improve business processes and engage the right customers at the right time. Built by Inogic, a leading Independent Software Vendor (ISV) with a portfolio of productivity apps, Maplytics uses Bing Maps services to mine, plot, plan and analyze geographical insights from Dynamics 365 CRM and PowerApps data, powering features from proximity search and route planning to complex territory management and alignment.

Maplytics with Truck Routing

Our April release includes a new feature using the Bing Maps Truck Routing API, which defines routes for trucks by taking into consideration attributes such as size, weight and type of cargo.

Route planning in most apps usually takes into consideration routes available for cars and other vehicles with 4 wheels or fewer. Trucks, on the other hand, usually follow a distinct route because of their structure and the kind of materials they carry. With the recent demand for truck routing for planning routes in organizations that deal with logistics and delivery of heavy or hazardous items transferred through trucks and similar vehicles, Inogic started looking for API solutions to power this capability as part of Maplytics. Incidentally, the Bing Maps Truck Routing API made it to the top of the list as our team analyzed and reviewed the API offerings to design the feature.

"Bing Maps services offer us a great platform to come up with distinct mapping features for our Dynamics 365 CRM audience and deliver them optimized services day in, day out. The various APIs offerings by Bing Maps, with Bing Maps Truck Routing API being one of them, enables our team to develop some of the most astounding features that significantly improve the productivity and efficiency of our customers. We have been able to keep an unwavering trail of clients thanks to the strikingly flexible development model offered by Bing Maps Services," said Roohi Shaikh, CEO of Inogic.

Let's quickly walkthrough a scenario where the truck routing feature comes in handy!

In this example, Contoso Ltd is a firm that transports hazardous materials regularly to its customers across the region. It is important that the delivery truck cover as many delivery points as possible on its route to optimize delivery schedules while reducing delivery costs.

The delivery manager can quickly pull up Maplytics on their D365 CRM/CE environment and fill in the details requested for the truck and quickly get optimized routes to be shared with the truck drivers.

  In the screenshot above, under "Current Location", the delivery manager enters the truck's starting point. To cover as many delivery points in a single route, they perform a quick radius search.

Next the delivery manager provides truck details by choosing the appropriate Asset to get an optimized route specifically for the truck. The asset stores information about the vehicle dimensions like the following:

Number of axles = 5

Dimension Unit = Feet

Weight Unit = lbs

Weight = 40000

Height = 8

Width = 8

Vehicle Length = 44

Hazardous Material = Flammable

This information is critical to generate a route that is appropriate to the vehicle size and kind of material being transported. The delivery manager hits "Search" to get all the locations plotted based on the search conditions provided above. The Travel distance, when enabled, will display the travel distance for the given vehicle.

  Next, they add the required visit locations to the route. With all the information now provided, they hit "Go" to get the optimized truck route for the specified vehicle properties.

  Bing Maps Truck Routing API

Now let's have a quick look behind the scenes to understand the truck routing API that helped us design the route with little effort. The Bing Maps Truck Routing API considers the following factors for calculating routes for trucks:

Vehicle's height, width, length and weight

Number of axles

Number of trailers

A Boolean value to indicate if the truck is a semi

Maximum gradient

Turn radius

Avoid tolls, highways, crosswinds and grounding risk

Transportation of hazardous materials (explosives, gas, flammable, combustible, flammable solid, organic, poison, radioactive, corrosive, poisonous inhalation and goods harmful to water) or Hazardous permits (if required along the route).

Note: Truck routing is currently available in 80 countries and growing. The list of countries can be found here. The synchronous GET request would be in the following format:

https://dev.virtualearth.net/REST/v1/Routes/Truck?wayPoint.1={wayPpoint1}&viaWaypoint.2={viaWaypoint2}&waypoint.3={waypoint3}&wayPoint.n={waypointN}&heading={heading}&optimize={optimize}&avoid={avoid}&distanceBeforeFirstTurn={distanceBeforeFirstTurn}&routeAttributes={routeAttributes}&dateTime={dateTime}&tolerances={tolerances}&distanceUnit={distanceUnit}&vehicleHeight={vehicleHeight}&vehicleWidth={vehicleWidth}&vehicleLength={vehicleLength}&vehicleWeight={vehicleWeight}&vehicleAxles={vehicleAxles}&vehicleTrailers={vehicleTrailers}&vehicleSemi={vehicleSemi}&vehicleMaxGradient={vehicleMaxGradient}&vehicleMinTurnRadius={vehicleMinTurnRadius}&vehicleAvoidCrossWind={vehicleAvoidCrossWind}&vehicleAvoidGroundingRisk={vehicleAvoidGroundingRisk}&vehicleHazardousMaterials={vehicleHazardousMaterials}&vehicleHazardousPermits={vehicleHazardousPermits}&key={BingMapsKey}

For an asynchronous request, you could send a POST request with the vehicle parameters as a JSON object in the body of the request. More information about the URL parameters can be found in the documentation. Also, the Direction Module of Bing Maps, now supports routemode of Truck to request and display Truck Routes.

What our clients say:

Truck Routing is a robust addition to the list of features Maplytics offers. We have been able to make commitments and deliver them consistently by following optimized routes for trucks.

Most solutions that we looked at that integrate with Dynamics 365 CRM only offer routing for cars, we were looking for an app that would help us draw up routes to be followed by our delivery agents carrying hazardous materials in a 12 axle truck. With this we are now able to keep working in a single application and get our routes sorted.

With quick delivery options by Truck Routing we have been able to deliver orders more readily and have experienced a huge boost in the ROI. Our customer feedback has also improved significantly and we are inching amongst the best in industry.

Apart from truck routing, Maplytics has been able to develop notable features using Bing Maps services like radius search, optimized routing with turn-by-turn navigation and search along the route, Geo-fencing with Check-In/ Check-out capabilities, Appointment Planning, defining and aligning Sales territories with Territory Management, performance analysis of complex data with Heat Maps, Census Data and shape file overlays amongst others.

To learn more about Maplytics, visit https://www.maplytics.com/ and for more info on Inogic visit https://www.inogic.com/.

To learn more about Truck Routing API, visit https://www.microsoft.com/en-us/maps/truck-routing

– Maplytics Team

from Bing Blogs https://blogs.bing.com/maps/2020-07/guest-post-how-maplytics-uses-bing-maps-truck-routing-api-for-hassle-free-delivery

Learn More via from Blogger http://sociamediazdigitalmarketing.blogspot.com/2020/07/guest-post-how-maplytics-uses-bing-maps.html via IFTTT

[businessfrontrunners]

Isle Of Wight Company Prepares for Global Software Launch

https://authoritypresswire.com/?p=28240 MyCRM, based on the Isle of Wight, is building up to the worldwide launch of its new mapping technology suite. Mapsimise will enable businesses to connect live data from Salesforce, SugarCRM and Microsoft Dynamics. Using other services with Google Maps and, crucially, store it all securely in the cloud.  Organisations of any type will be able to visualise and map data, either via connectors or by uploading data to create representative maps. These geospatial technologies will help businesses to build targeted mailing lists by location and help sales teams plan appointments by location. There’s no shortage of mapping technologies currently available - but to date, many have been created bespoke to each client, with specific needs catered for. This has lead to mapping tools being considered a niche area of software development. Mapsimise spotted a gap in the market for technologies that offer minimal setup and configuration, yet are highly visual and affordable, without compromising on the functional range. MyCRM are also committed to the accessibility of data mapping software: Mapsimise’s GO package is free for single users wanting access to the core mapping features and small data sets. CEO Alistair Dickinson explains how Mapsimise is set to revolutionise the way businesses operate services, “Mapping and geospatial tools are not a new invention, but what is new is the approach we have taken with Mapsimise to build and offer a cloud-based cost-effective service. Any business will be able to adopt these tools on a minimal budget, offering a quicker return on any investment made. This, in turn, helps businesses to make better use of address-based data across business functions on a daily basis.” Dickinson expanded on the story of Mapsimise, “For the last decade MyCRM has been helping business customers to incorporate mapping functions in order to boost marketing and sales activities. In 2017, we decided the time had come to build a software service that would give far greater functionality for business owners; one that would connect to a range of CRM and database systems giving users easy access to mapping tools.” Mapsimise will be released in late 2019, hosted with data centres in the US and the EU. The fourth quarter will see additional language packs and features added. Route planning, territory visualisation, job management, data filtering and presentations along with analysis and presentation on maps will all be included in Mapsimise. Data set filtering by location will be enabled by an advanced query builder, perimeter searches, and drawing tools. Additional language packs and features are due to be included late 2019. Registration opens in August for the early adopter program. Businesses who get involved will benefit from 60 days of access to Mapsimise Pro for free.  To find out more, visit www.mapsimise.com. About Mapsimise Mapsimise is the newest offering from MyCRM, a software development company growing into its eleventh year with a range of platforms and technologies. MyCRM specialises in building solutions for businesses incorporating customer-focused components.

[inogic]

Sales territories help to improve the sales because the sales reps of a territory are focused on the services or sales within that particular territory. Maplytics has a Territory management feature within Microsoft Dynamics CRM/365. This makes it easier for sales reps and managers to improve sales productivity by managing a sales territory.

[inogic]

Maplytics is a Dynamics CRM Mapping Sales Territory tool, which has the ability of manage territory for sales person and managers to describe geographies territories on a map based on region (zip codes, cities, countries etc.) or free hand drawing of shape. Territory management feature of Maplytics allowing you to visualize and analyze territories on the map for better insights. It enhances Sales territory management improving productivity and revenue.

[inogic]

With Maplytics organizations can perform sales territory management and territory mapping within Dynamics CRM/365. Maplytics provide users with proper distribution of territories and effective Dynamics CRM territory management thereby streamlining the sales process. Let us see how Maplytics will help in easy and effective territory management in Dynamics CRM; • It helps in visualization of territories on the map to give better insights of Prospects and Customers. • Maplytics has inbuilt territory assignment workflow for Account entity which can be used to assign territories to records automatically instead of assigning it individually. • Dynamics CRM Users can also assign territory to other entities by building Territory relationship and workflow. • Multiple territories can be added and worked upon for better understanding of all territories on the map at one place. • Maplytics also allows better data segregation by segmenting data through various filters.

https://www.inogic.com/blog/2016/09/territory-management-in-dynamics-crm-using-maplytics/

[inogic]

Sales Territory Mnagement Dynmics 365

Territory mapping impacts the performance of sales reps and thereby the overall growth of an organization. To ensure that your sales team is canvassing the right area, your business needs the right Territory Management tool. #1 Geo-Mapping App Maplytics is power-packed with features that simplify the process of assigning, managing and visualizing territories within Microsoft Dynamics 365 enabling users to improve territory effectiveness within Dynamics 365. Territory Management feature in Maplytics helps users to add geographical boundaries (be it shape or a region) for Dynamics 365 CRM Sales Territory on a Bing map. This feature of Maplytics allows managers to create territories in Dynamics 365 for Sales Reps. Territory management enables you to view shapes, regions or uploads shape/excel files that can be plotted on map to create territories. User can further align the territories in Dynamics 365 to get proper distribution. Managers can even auto create the territories and save territories as drafts to rework on them later.

[inogic]

Maplytics is geospatial mapping app that seamlessly integrates Bing Maps with Microsoft Dynamics 365 to visualize Dynamics CRM/365 data on a map and improve business processes and engage right customers at the right time. It supports Dataverse/PowerApps for Citizen Developers to Map Dynamics CRM data. Maplytics uses Bing Maps services to mine, plot, plan and analyze geographical insights from Dynamics 365 CRM and PowerApps data, powering features from proximity search and route planning to complex territory management and alignment.

[inogic]

Maps Dynamics 365 CRM

Maplytics is an integration tool between Bing Maps and Microsoft Dynamics CRM to provide geographical Dynamics 365 data visualization on a map. It empowers users across verticals with the power of Geographical Data Visualization, Optimized Routing, Appointment Planning, Proximity Search, Heat Maps, Real-time tracking, Territory Management and much more to drive better sales, improve business processes and engage right customers at the right time. Maplytics is available for Dynamics CRM 8.2 & above, Dataverse (Power Apps) as well as native Dynamics 365 App for Phones & Tablets. It supports On-Premise & Online Dynamics 365.

For more features kindly refer our website, you can also visit our Maplytics InfoCenter where you can find all Maplytics information under one roof.

[maplyticsbingmap-blog]

Maplytics is one of the leading Certified for Microsoft Dynamics 365 (CfMD) geo-analytical map visualization tool which integrates with Bing Map that helps businesses visualize their CRM data on a map. Maplytics allow users to plot the data based on location, region, drawn shapes, territories and saved templates on map within Dynamics 365 CRM. Users can plot single or multiple entities and view combinations and further categorize the data based on the field attributes of the entity. The users can configure the field attributes categories and choose pushpin shape and color for each category. Users also have the option to perform Proximity/Radius Search based on Distance (single or multiple) and time to find nearby Dynamics CRM entity records in the defined radius.

[maplyticsbingmap-blog]

Maplytics™ by Inogic is a leading Certified for Microsoft Dynamics 365 (CfMD) geo-analytical mapping app. Maplytics allows users across verticals with the power of Geographical Data Visualization, Optimized Routing, Appointment Planning, Proximity Search, Heat Maps, and Territory Management to drive better sales, improve business manners and engage right customers at the right time. Maplytics is available for Microsoft Dynamics versions CRM 2013 & above and supports all deployment models of CRM On-Premise (IFD as well), CRM Online and Partner-hosted. It uses the API services provided by Bing maps. Some of its features include: •    Territory Management, Appointment planner •    Route Optimization & Sharing •    Finding records along the route •    Heat Map, Geo-Analytical dashboard representation •    Concentric Proximity Search •    Set default template

For more details kindly refer website, you can also visit Maplytics InfoCenter where you can find all Maplytics related information under one roof.  

[inogic]

Maplytics is a geo-analytical map visualization tool for Dynamics CRM that integrates with Bing Maps and Dynamics CRM. Territory Management feature in Maplytics helps sales reps and managers to increase productivity by managing a sales territory. Let us understand how Maplytics will help in effective territory management in Dynamics CRM; 1. Assigns the Dynamics 365 records to specific territories by using geocoordinates. 2. Organizations can also visualize Sales Territories and the records on the map within Dynamics CRM and perform multiple activities like Manage Territory to reassign the records to some other territory, Defining, visualizing and aligning Sales Territories within Microsoft Dynamics 365

[inogic]

Sales Territory Management is an important part of all size of the organization. With a proper Geographically manage territories and effective Dynamics CRM sales territory management by respective sales teams, organizations can make sure that the sales reps are capable of investing their energy to get most out of it.