{"id":15487,"date":"2019-06-11T05:22:11","date_gmt":"2019-06-11T05:22:11","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=15487"},"modified":"2019-06-11T05:22:11","modified_gmt":"2019-06-11T05:22:11","slug":"area-of-service-feature-within-dynamics-365-crm-powerapps","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/area-of-service-feature-within-dynamics-365-crm-powerapps\/","title":{"rendered":"How Area of Service feature within Dynamics 365 CRM or PowerApps is assisting Service Professionals to remain a step ahead!"},"content":{"rendered":"<p style=\"text-align: justify;\">Any organization in service industry excels when service is provided at fastest pace along with quality. An organization makes sure to train their engineers well enough to provide best services to their customers. This gives the organization an edge over its competitors and gets it on track to become leader in the industry. Maplytics plays a major role to help the service industry to provide on-time services.<\/p>\n<p style=\"text-align: justify;\">You are already familiar with our feature <a href=\"https:\/\/www.maplytics.com\/features\/revolutionize-market-presence-using-maplytics-new-auto-search-window-feature-within-dynamics-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">Area of service (earlier called contextual search)<\/a> which has been developed especially to get results in context to a single record. Organizations in service industry can use these features to <a href=\"https:\/\/www.maplytics.com\/visualize-optimize-microsoft-dynamics-365-crm-data-on-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">visualize data on a map<\/a> with respect to every individual record of Dynamics 365 CRM. Let\u2019s understand this feature of \u2018Areas of service\u2019 with a use case.<\/p>\n<p style=\"text-align: justify;\">Sophia is service manager of the organization MasterFrame Repair Services. She is responsible for customers who request for services and also handles engineers who provide services to these customers. MasterFrame Repair Services provides repair services for appliances to offices and residential places. MasterFrame has won many loyal customers in past few years for which they provide services. They have maintained records within Accounts entity in their Dynamics 365 CRM. Sophia manages data of engineers properly within Dynamics 365 CRM with each and every detail of them. She has saved records for each engineer in a custom entity \u2018Engineers\u2019 within Dynamics CRM.<\/p>\n<p style=\"text-align: justify;\">Sophia uses \u2018Area of service\u2019 to visualize customers and engineers on map.\u00a0 When Sophia receives a request for repair services from any of her customers, she needs to assign an engineer who will be responsible for providing services. As her engineers are already well trained, her concern is the time engineers need to reach the customer. To provide services within shortest time she needs to know which engineers are nearest to the location of customer.<\/p>\n<p style=\"text-align: justify;\">For this, on Account entity, she has added the tab \u2018Area of service\u2019 to visualize customers on map. Along with location of the customer, she can also visualize all engineers that are available within proximity of specified radii. In below screenshot, she can easily look at the location of an individual customer on the map. To find nearest engineers she has saved the search criteria with radii 2 and 3 miles so that she can see which engineers are at nearest location from that of customer\u2019s.<\/p>\n<p style=\"text-align: justify;\">Sophia has received a request from the company Savarese Inc for repairing air condition system. She opens the record of customer and goes to \u2018Area of service\u2019 tab to visualize search results saved.<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-15488\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/06\/1Maplytics-Area-of-Service.png\" alt=\"Maplytics Area of Service\" width=\"1440\" height=\"756\" \/><\/p>\n<p style=\"text-align: justify;\">In the above screenshot, Sophia can easily view all service providers who fall within a proximity of 2 and 3 miles from location of the customer which is represented by green pushpin of current location. She can hover on each pushpin to view Line-of-sight distance to compare the proximity of various engineers. She notices that the engineer Greg Winson is nearest to the location of customer. She can also select \u2018Show Travel Distance\u2019 on plot card to get shortest travel distance from location of the engineer to current location. This way just by looking at the saved results she decides that she should assign this service request to Greg.<\/p>\n<p style=\"text-align: justify;\">She quickly sets Greg\u2019s location as origin and current location (customer\u2019s location) as destination, selects optimization and clicks on \u2018Go\u2019 to plot the route for Greg. She clicks on \u2018Save\u2019 button to save the route and assign Greg as owner. Using\u00a0<a href=\"https:\/\/www.maplytics.com\/miscellaneous\/sales-rep-dashboard-make-one-geo-analytics-dynamics-crm-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">Dashboard<\/a> Greg can see the route which has been assigned to him and he can easily plot the route on map in\u00a0<a href=\"https:\/\/www.maplytics.com\/miscellaneous\/google-maps-dynamics-crm-turn-turn-gps-navigation\/\" target=\"_blank\" rel=\"noopener noreferrer\">mobile\/Tablet<\/a> to follow it so as to reach to the customer.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15489\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/06\/2Maplytics-Area-of-Service.png\" alt=\"Maplytics Area of Service\" width=\"1440\" height=\"761\" \/><\/p>\n<p style=\"text-align: justify;\">Apart from analyzing location of engineers, she can also analyze the area on map which is assigned to each of the engineers to handle the customers within. She has saved the area of service for each of the engineers on their records. She can quickly open record of any of the engineers to visualize the area for which they are responsible. She can further add\/remove some area on the map for respective engineers.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-15490\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2019\/06\/3Maplytics-Area-of-Service.png\" alt=\"Maplytics Area of Service\" width=\"1440\" height=\"758\" \/><\/p>\n<p style=\"text-align: justify;\">In the above screenshot, Sophia can see that Greg is responsible for postal codes 11209 and 11252. She can further make changes within the postal codes specified in postal code fields and save it. To see same on map, she can click on refresh button on map to load results of search criteria saved.<\/p>\n<p style=\"text-align: justify;\">This is how Maplytics plays a major role in Service Industry. Start using map visualizations with respect to individual records using \u2018Area of service.\u2019 Refer to the section of Contextual Search of user manual to know the steps to add Area of Service on entities. Contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a> for a demonstration of Maplytics features for your mapping requirements.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Any organization in service industry excels when service is provided at fastest pace along with quality. An organization makes sure to train their engineers well enough to provide best services to their customers. This gives the organization an edge over its competitors and gets it on track to become leader in the industry. Maplytics plays [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[267],"class_list":["post-15487","post","type-post","status-publish","format-standard","hentry","category-features","tag-area-of-service-maplytics"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How Area of Service feature within Dynamics 365 CRM or PowerApps is assisting Service Professionals to remain a step ahead! - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/area-of-service-feature-within-dynamics-365-crm-powerapps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Area of Service feature within Dynamics 365 CRM or PowerApps is assisting Service Professionals to remain a step ahead! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Any organization in service industry excels when service is provided at fastest pace along with quality. An organization makes sure to train their engineers well enough to provide best services to their customers. This gives the organization an edge over its competitors and gets it on track to become leader in the industry. Maplytics plays [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/area-of-service-feature-within-dynamics-365-crm-powerapps\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-06-11T05:22:11+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"498\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sam Kumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@maplytics\" \/>\n<meta name=\"twitter:site\" content=\"@maplytics\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"How Area of Service feature within Dynamics 365 CRM or PowerApps is assisting Service Professionals to remain a step ahead!\",\"datePublished\":\"2019-06-11T05:22:11+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/\"},\"wordCount\":813,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2019\\\/06\\\/1Maplytics-Area-of-Service.png\",\"keywords\":[\"Area of Service Maplytics\"],\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/area-of-service-feature-within-dynamics-365-crm-powerapps\\\/\",\"name\":\"How Area of Service feature within Dynamics 365 CRM or PowerApps is assisting Service Professionals to remain a step ahead! 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