Territory Management

In this release, we have tried to make territory management easier. Dynamics CRM users can now create territories right on the map screen. Using various options such as by uploading a Supported file type  as (.xlsx, .csv, .shp, .kml and .geojson) or search by region based on city, state, country, etc. or by drawing a shape on the map using the drawing tool. In addition, we have added two new functionalities Copy to/Move to Existing Territory for easy territory realignment.

Auto Scheduling

Now, all Maplytics users will be able to auto-schedule their appointments in 1 click on the map screen itself from within Dynamics 365 CRM. Using Auto Scheduling feature user can get optimized routes for each working day along with the date. Where they need to provide the locations, the required start & end timings and the working days. The user can also save this schedule as an appointment, bookable resource booking, and service activity by using the create activity option.

Shape Layer Integration

Our focus in this release is to make Maplytics even more user-friendly and help the user to get more done right on the map within Dynamics 365 by providing an option of shape overlay. The Maplytics users can now add the overlay of different shapes in Dynamics CRM on the map screen itself. For this, we have provided two options here: by shape file and by territories. In addition, Maplytics users can now toggle between the layers of the overlay using the layer menu card on the map screen.