The Ultimate Map Integration for Microsoft Dynamics 365

If you have just started using Microsoft Dynamics 365, or have been using it for a while but feel like something is missing, here is something worth knowing.

Your CRM is full of location data. Every account, contact, lead, and opportunity has an address.

Right now, all of that geographic intelligence is sitting in a list, invisible and underused.

Maplytics is known to change that. It is the 5-star-rated most powerful Dynamics 365 map integration available on Microsoft Marketplace, purpose-built to bring your CRM data to life on an interactive map, without a single line of code. Maplytics supports geo-analysis, optimized routing, visual territory management & location intelligence implementation, natively inside Dynamics 365.

What Is Maplytics?

Maplytics is a geo-intelligence, geo-analytical platform that integrates with your Microsoft Dynamics 365, Dataverse, Power Apps, and Power Pages and plots its data on the map, allowing you to analyze it, update it, plan optimized appointment routes for your sales reps, create and auto-assign balanced territories, implement advanced automation based on location data without writing code, and much more.

Think of it as a maps integration for Dynamics 365 that sits directly within your existing CRM environment, no external tools, no data exports, no switching between platforms.

When you open Maplytics, your CRM records become map pins. Your territories become visual regions. Your field rep’s day becomes an optimized route. Everything you already know about your customers and prospects, now seen through the lens of location.

Visualize Your CRM Data on a Map

The first thing new users notice is how differently data feels when it is on a map versus a spreadsheet. With Dynamics CRM map integration, you can plot any CRM entity, accounts, leads, opportunities, cases, contacts, onto an interactive Azure Maps or Bing Maps interface instantly.

Filter by territory, record owner, status, or any custom field. Switch between heat maps, clustered views, and individual pins. Identify which areas have the highest concentration of open opportunities, which regions are underserved, and where your best customers are clustered, all in seconds.

This is map Dynamics CRM functionality at its most intuitive- the data you already have, finally visible in a way that makes geographic sense.

Popular Features of Maplytics

1. View your contacts, addresses, leads, and any custom entities on the map- Maplytics plots your CRM records on the map based on their location, which can be any address or specific GPS coordinates.
2. Layers and filters- Classify your map points into multiple layers based on selected criteria such as Industry, city, pincode, and more, to auto-generate layers of a field.
3. Customize pushpins- Use colored or customized pushpins to plot and distinguish your CRM data on the map
4. Customize sales territories, or create them from counties and zip codes- Add a location-based dimension to your territory management by hand-drawing your sales regions on the map or by selecting states, counties, or zip code areas. Territories can also be created automatically at the click of a button.
5. Auto-assign territories- Have Maplytics automatically assign your new Microsoft Dynamics 365 records to territories and save the assigned territories back to your CRM with managers assigned to each territory. It is one of the most used features in Maps Dynamics 365
6. Find nearby records by distance/time- Pick a current location and distance, travel time. Maplytics will calculate the direct distance or time needed to travel to all other records within that limit. Find the most optimized records and plot a travel path to them.
7. Route Optimization Built Into Your CRM- For field sales and service teams, the route map Dynamics 365 capability of Maplytics lets reps plan their entire day from one screen within Dynamics 365 maps with turn-by-turn navigation.
8. Edit Microsoft Dynamics 365 records on the map- Edit your CRM records one-by-one on the plotted map.
9. Build optimized routes for cars and trucks- Build optimized routes through multiple points based on live traffic with custom departure time by car/truck/walking.
10. Clean and geocode addresses- Maplytics can automatically update the addresses in your Microsoft Dynamics 365 records, fill in missing parts like zip codes and counties, and geocode addresses into GPS coordinates.
11. Calendar-based routing- Maplytics is integrated with Microsoft Outlook calendar and can automatically fill in daily routes with your calendar meetings, so you can build your route for the day in seconds.
12. Real-time tracking of the field reps- This is a Dynamics CRM maps functionality built for live tracking of sales and service reps in the field.

Why Maplytics for Dynamics 365?

There are other mapping tools out there. But most require syncing data to an external platform, rebuilding your workflows, or learning a new interface from scratch. Dynamics 365 map integration through Maplytics is different. It lives inside the CRM your team already uses, works with the data already there, and requires no custom development.

Certified on Microsoft Marketplace| Trusted by organizations across industries | Configured in minutes, not weeks.

If you are new to Maplytics, the best place to start is a 15-day free trial. Plot your first map, run your first route, and see what your CRM data looks like when geography is part of the picture.

Organizations interested in a personalized demo are also encouraged to contact Maplytics’ sales team at crm@inogic.com

For more information, visit our website or Microsoft Marketplace. One can hop onto the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. Technical docs for the working of Maplytics are also available for reference.