Innovation has always been part of your favorite Maps integration app for Dynamics 365 CRM – Maplytics since day one and to provide the best possible Geo-Mapping experience, we have been working hard even during these unprecedented times to deliver a step ahead of your expectations each time. Our extensive remote work, learning, and your feedback have finally bore fruits. We have rolled out yet another Maplytics Update with advanced features like real-time tracking for field reps, advance territory assignment on defined rules and conditions, Land area visualization, enhancements in Detail Map & Check-in feature, and much more.

Let us see what these new features are and how they can improve your Location Intelligence experience further!

Real-Time Tracking

One of our most awaited features i.e., Real-Time Tracking of your Field engineers is now available in Maplytics. As a manager, you can track the location of field technicians in a real-time basis with the help of this feature within Field service. This feature also provides you the locational data on past traveled routes by your field technicians. Thus, the team managers can track where their technicians traveled on the field on a specific day and hence manage the team performances better.

Real-Time tracking of Field engineers, Advanced Territory assignment

Territory Assignment Rule

Last year we added advancement in Territory management by introducing automatic territory creation based on the auto-balanced distribution of the count of records. This year we have worked on advancing our Territory assignment process as well. With great demand for assigning territories to the records based on defined rules, we are glad to add this feature in Maplytics. With this, admins can create simple or advanced rules with required conditions based on which the territories will be assigned to the records that satisfy the conditions. This way if any organization follows a certain process of classifying the records and wants to assign respective territories to appropriate records, they can use this feature of Territory assignment rules to create their own rules to assign territories to the required records as per required conditions.

Advanced Territory assignment

Land Area Mapping

With the increasing demands of Maplytics into various industries, we are glad to support one of the major aspects of the various industries dealing with land plots or fencing of properties as well with our latest feature of Land Area Mapping. This feature will help users to visualize the area of agricultural, residential, commercial properties etc. on the map. Users can define the area of the land in Maplytics for the respective entity record and then visualize the same on the map. This feature will help users to analyze regions for each client, agent, farmer, etc. on the map. One can visualize land along with the respective pushpins as well as if dealing only with land then they can also visualize just the land on the map without any pushpins for the same.

Real-Time tracking of Field engineers, Advanced Territory assignment

Enhancement in Check-in

Our existing check-in feature that enables managers to track the activities of the field sales or field service reps on the field, is already one of the most loved and used features by organizations that have a team working on the field. With this update, we have enhanced it by allowing the field reps on the field to add notes such as MOM, client requirements, product orders, etc. And these notes can later be viewed within the timeline of the respective record thereby helping the field rep as well as the respective managers to keep an eye on the history or important findings on the meetings of the field team with the clients.

Sometimes due to unforeseen events like when a field professional had to meet a client on an offsite location or if they missed checking-in/out for any particular meeting, they can create pending check-in/out requests for the past meetings to report to their managers about the respective meetings they attended in the past. This can further be approved or rejected by their respective managers or the admins.

Real-Time tracking of Field engineers, Advanced Territory assignment

Select and Save Pushpins and colors from map

To make Maplytics Interface more user-friendly than it already is, users now have the ability to select the required pushpins for the views or categories right on the map. While visualizing any views of any entity on the map, the user will be able to select the required pushpins and respective colors on the ‘Plot Records’ card itself which will simultaneously be reflected on the map in real-time thereby enhancing visualization of the records with desirable pushpins on the map.

Along with this, the user can also select the required pushpins and respective colors for the categories plotted on the map within the ‘category’ card while visualizing categorized records on the map. Users can also save the selection of pushpins right from the ‘category’ card for further use. Hence, users can have their configuration of desired pushpins for all the different categories of entities they work with.

Real-Time tracking of Field engineers, Advanced Territory assignment

Enhancements in Detail map control

In this release, along with the previously added features, we have made more features of Maplytics accessible from the Detail map control itself. Users can now categorize a single entity based on multiple categories. Also, while creating routes, users can save the created route, open any existing route on the Detail map control from the ‘Directions’ card, and also print the route for their reference. While out on the field, users following the route using the turn-by-turn navigation within Google Maps or Waze app can use the feature of Check-in/out to check in or check out for the respective meetings.

Real-Time tracking of Field engineers, Advanced Territory assignment

Enhancements in Territory Visualization

From organizations using hierarchical territories in Dynamics 365 CRM, users can visualize multi-level territories on the map as well. For example, if a territory is created for United States which also has child territories for Alaska and Georgia, in such cases the territory manager and member of the United States territory can also visualize the child territories of Alaska and Georgia. Users can view all the levels of territories that they are responsible for with the help of this feature.

For organizations with a large number of teams with field professionals with n number of territories, our new feature of Maplytics will by default allow the field professionals to visualize only those territories that they are responsible for and if the admin enables the ‘Show All Territories’, can also view all the territories that are created in CRM.

Real-Time tracking of Field engineers, Advanced Territory assignment

With all these features, your geo-mapping is sure to reach new heights. We are ecstatic for you to explore the new features and notch up your locational intelligence. Download this new version of Maplytics from our website for a free trial period of 15 days.

Keep visiting us here to get all the latest updates on our upcoming release of Maplytics. Don’t hesitate to connect with us at crm@inogic.com and share your feedback and suggestions on how we can work together for your map integration needs within Dynamics 365 CRM / Dataverse (PowerApps).

To learn more about all the features, head on to our online help manual.

And don’t forget to keep your masks up while out on field!

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