#dynamics 365 sales territory alignment

[inogictech]

Boost Sales Efficiency with Dynamics 365 Sales Territory Alignment

With dynamics 365 sales territory alignment, Maplytics makes it easy to organize and realign your sales territories visually. You can drag and drop to reshape zones, assign sales reps accurately, and avoid overlapping territories. This means every rep has the right number of accounts, which boosts productivity and customer reach. The mapping inside Dynamics 365 helps managers make fast decisions, keeping sales balanced and focused. Say goodbye to messy territory issues with dynamics 365 sales territory alignment.

[subtlystoiceon]

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.

[diiipanshu]

Top and best CRM Software services provider in Delhi NCR

In today's competitive business landscape, customer relationship management (CRM) software has become an indispensable tool for businesses in Delhi NCR. With the increasing need to effectively manage customer interactions, streamline sales processes, and enhance overall business efficiency, finding the best CRM software provider in Delhi NCR has become crucial. In this article, we will explore the top CRM software providers in Delhi NCR, highlighting their key features and benefits.

Best CRM Software services provider in Delhi NCR

1. Salesforce: When it comes to CRM software, Salesforce undoubtedly stands out as the industry leader. With its comprehensive suite of CRM solutions, Salesforce offers a range of functionalities tailored to meet the diverse needs of businesses in Delhi NCR. From lead management and sales forecasting to customer service and marketing automation, Salesforce provides a robust platform that empowers businesses to drive growth and build lasting customer relationships. With its cloud-based architecture, Salesforce ensures seamless accessibility and data security, making it an ideal choice for businesses of all sizes.

2. Zoho CRM: Zoho CRM is another top-notch CRM software provider in Delhi NCR. Known for its user-friendly interface and affordable pricing, Zoho CRM caters to small and medium-sized businesses. With features like lead management, contact management, and sales automation, Zoho CRM enables businesses to streamline their sales processes and enhance productivity. Additionally, Zoho CRM offers integration with other popular business tools, making it a versatile choice for businesses looking for a comprehensive CRM solution.

3. Microsoft Dynamics 365: Microsoft Dynamics 365 is a powerful CRM software provider that offers a wide range of features and functionalities. With its seamless integration with Microsoft Office tools and other business applications, Microsoft Dynamics 365 provides businesses in Delhi NCR with a unified platform for sales, marketing, and customer service. Its AI-driven capabilities enable businesses to gain valuable insights and make data-driven decisions. With flexible deployment options, Microsoft Dynamics 365 caters to businesses of all sizes, making it a popular choice in the Delhi NCR region.

4. HubSpot CRM: HubSpot CRM is a renowned CRM software provider that offers a free, user-friendly CRM solution. With its intuitive interface and robust features, HubSpot CRM enables businesses to manage their contacts, track deals, and automate tasks effectively. It also provides seamless integration with HubSpot's marketing and sales tools, allowing businesses to create a unified customer experience. HubSpot CRM's affordability and ease of use make it an attractive choice for startups and small businesses in Delhi NCR.

5. SAP Sales Cloud: SAP Sales Cloud is a comprehensive CRM software provider that offers end-to-end sales management solutions. With its advanced features like lead and opportunity management, sales forecasting, and territory management, SAP Sales Cloud empowers businesses in Delhi NCR to optimize their sales processes and drive revenue growth. Additionally, SAP Sales Cloud's integration with other SAP modules provides businesses with a holistic view of their operations, enabling them to make informed decisions.

In conclusion, finding the best CRM software provider in Delhi NCR is essential for businesses aiming to enhance customer relationships and drive growth. Whether it's the industry-leading Salesforce, the user-friendly Zoho CRM, the versatile Microsoft Dynamics 365, the affordable HubSpot CRM, or the comprehensive SAP Sales Cloud, each of these providers offers unique features and benefits.

Businesses in Delhi NCR should carefully evaluate their requirements and choose a CRM software provider that aligns with their specific needs and goals. By implementing the right CRM software, businesses can streamline their operations, improve customer satisfaction, and stay ahead in today's competitive market.

[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.

[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

[maplyticsbingmap-blog]

Microsoft Dynamics 365 Sales Territory

Maplytics is power-packed with features that simplify the process of managing territories within Microsoft Dynamics 365 provides visualization on the Detail map to allow users to create territories on a map using Shape files and Excel files. Users can also create territories by region or by drawing. Creating territories can be optimized by aligning them and balancing territories right on the map to improve territory effectiveness within Dynamics 365.  it is more flexible and easy to implement Territory Management in business scenarios using new and smarter ways. If a record lies in more than one territory multiple territories can be assigned to it. Multiple territories lead to deeper visualization into the locational behavior of a record.

[inogictech]

Visualize Your CRM Like Never Before with Maps in Dynamics 365

Turn your CRM data into clear, interactive maps with Dynamics 365 maps integration using Maplytics. Whether you need to plan sales visits, manage territories, or analyze service coverage, maps Dynamics 365 makes it easier. This powerful tool brings mapping right into your CRM dashboard, giving you real-time insights with every pin drop. With maps integration Dynamics 365, teams stay aligned and decisions become crystal clear.

[inogic]

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]

Maps Dynamics 365 CRM

Maplytics™ is an advanced mapping and data visualization tool for Microsoft Dynamics 365 CRM. It provides Territory Management, Appointment Planning, Routing, Radius Search and much more with support for PowerApps (CDS). Maplytics supports all Dynamics 365 deployment models for Dynamics CRM 2011 and above as well as native Dynamics 365 App for Phones and Tablets. Below are the features you can avail with Maplytics • Sales Territory Management: Geographically manage and align sales territories, perform binary operations on shapes, regions or territories on map. Assign multiple territories to a record. • Auto Scheduling: Create an automated optimized schedule for multiple days on field including routes to follow each day based on details entered by user and also create activities for the same • Check-In/Check-Out: Enable Check-In/Check-Out for field reps on site of visit with the option of Geofencing • PCF control: User can add components on fields or grids within Dynamics CRM to view the respective records on the map within the record form or the entity grid • Overlay: View records, shape files and existing territories together on map. View Census Data as existing Overlay feature. • Proximity Search: Search records for a location based on radius or time with shortest travel and line of sight distance. • Route Optimization: Optimize routes, find nearby records along the route and points of interest like Coffee Shops, Gas station, etc. • Customizable Pushpins & Tooltip Cards: Plot desired icons for pushpins for seamless visual analysis. Call to action buttons on Tooltip cards for quick actions. • Security template: System admin and Maplytics admin can provide selective access of actions to users • Marketing Management: Create geographically targeted Marketing Lists for personalized and relevant promotions, marketing campaigns and events • Mass Actions: Add to Route, Save Data, Schedule Appointments, Send Emails and more for records plotted on map • Summary Card: Get aggregated information for enclosed area on map for quick analysis • Layer Menu/Download Map: Show/hide layers plotted on map to toggle between them and Download the map as image visible on screen • Mobility: Use native Dynamics 365 App for Phones and Tablets to get locational insights • Heat Map Visualization: Analyze density of CRM data on map for insights through pie/column charts • Real-Time Tracking: Managers can now track the location of Field Service Reps when on field in real time within Dynamics 365 Field service. • Land Area Mapping: Define the area of land as agricultural, residential, commercial properties and visualize the same on the map. • Territory Assignment Rule: Maplytics Admins and Managers can create simple/advanced rules based on which territories will be assigned to the records as per the required conditions.

[maplyticsbingmap-blog]

Maps Integration Dynamics CRM

Maplytics™ is a leading Certified for Microsoft Dynamics 365 (CfMD) geo-analytical mapping app. Maplytics empowers 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 processes 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 & alignment •    Route Optimization & Auto Scheduling •    Records along the route, Concentric Proximity Search •    Pie Chart and Column chart in Heat Map •    Security Templates and Auto Search Window •    Overlay Layer and Shape Operations •    Geo-Analytical dashboard representation

In order to simplify the process, we would like to give you a glimpse of the aforesaid tool. Click here to watch Maplytics demo. For more information on features kindly refer our website, you can also visit our Maplytics InfoCenter where you can find all about Maplytics under one roof.

[maplyticsbingmap-blog]

Map Dynamics CRM

Maplytics™ is a leading Certified for Microsoft Dynamics 365 (CfMD) geo-analytical mapping app. Maplytics empowers 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 processes 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 & alignment • Route Optimization & Auto Scheduling • Records along the route, Concentric Proximity Search • Pie Chart and Column chart in Heat Map • Security Templates and Auto Search Window • Overlay Layer and Shape Operations • Geo-Analytical dashboard representation

[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.

[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]

Maplytics is power-packed with features that simplify the process of managing territories within Microsoft Dynamics 365 enabling users to effortlessly manage, align, & realign territories to improve territory effectiveness, analyze territory coverage gaps and sales distribution within Dynamics 365.