{"id":18258,"date":"2021-08-06T11:41:28","date_gmt":"2021-08-06T11:41:28","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=18258"},"modified":"2021-08-25T12:24:38","modified_gmt":"2021-08-25T12:24:38","slug":"watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al\/","title":{"rendered":"Watch how Maps integration within Dynamics 365 CRM is assisting Managers with Tracking, Appointment &#038; Route planning of Field Reps, smart Territory management et al!"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Dynamics 365 CRM has been helping large and small organizations in handling their data by helping them collect, organize and analyze it. And all this data needs to be made accessible for the right user at the right time for everyday operations. But it gets trickier when it comes to making this data available to your sales team on the field. They need to have necessary tools and resources for them to perform well because they are the ones who go out and meet the actual clients. They understand each and every customer of yours and are the face of the company. So how have you made things easy for your Sales Team?<\/p>\n<p style=\"text-align: justify;\">Maplytics is the #1 geo-analytical Dynamics 365 map integration app that helps in providing sales summary for any selected region, regional analysis, among other features like route optimization, territory management, heat maps, appointment scheduling, turn-by-turn navigation, etc. In this blog, we will provide you a video guide how Maplytics has been assisting businesses to be more productive and gain more satisfied customers.<\/p>\n<p style=\"text-align: justify;\"><strong><span style=\"font-size: 20px;\">1. One for All: One App to find all customers, One App to Map them all!<\/span><\/strong><\/p>\n<p><iframe title=\"Maplytics\u2122 Features Overview - Map for Dynamics 365 CRM \/ Dataverse (Power Apps)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hZ8ieldTNQ4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">Maplytics is not only just a tool for Sales Team on field. It caters to the needs of managers and executives alike regardless of the role. To understand role-based use of Maplytics, we have in detail demonstrated how it can be used by Sales Managers, Marketing Managers, Marketing executives, Field Reps, etc. in this video.<\/p>\n<p><strong><span style=\"font-size: 20px;\">2. Seamless Mapping Services with Advanced Features<\/span><\/strong><\/p>\n<p><iframe title=\"Maplytics\u2122 Features Overview - Map for Dynamics 365 CRM \/ Dataverse (Power Apps)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/hZ8ieldTNQ4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">In this video, we have demonstrated all the advanced features of Maplytics like Territory Management, Radius Search, Appointment Planning, Truck Routing, Optimized Routing, PCF Controls, Heat Maps, Analytical Dashboards, Mobile Maplytics and much more within Dynamics 365 CRM \/ Dataverse (Power Apps). We have also released some new advanced features like <a href=\"https:\/\/www.maplytics.com\/blog\/track-real-time-location-of-field-service-reps-within-dynamics-365-using-maplytics\/\" target=\"_blank\" rel=\"noopener\">Real Time Tracking of Field Technicians in Dynamics 365 Filed Service<\/a>, <a href=\"https:\/\/www.maplytics.com\/blog\/assign-land-farm-or-any-geographical-area-to-a-particular-record-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Land Area Mapping<\/a>, and made <a href=\"https:\/\/www.maplytics.com\/blog\/assign-territories-within-dynamics-365-crm-by-setting-your-own-rules-and-conditions-as-per-your-business-needs\/\" target=\"_blank\" rel=\"noopener\">advancements in Territory management and assignment<\/a> as well as in <a href=\"https:\/\/www.maplytics.com\/blog\/field-reps-can-add-meeting-notes-or-attachments-while-check-in-out-within-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Check-in and Check-out features<\/a> in our latest May 2021 release.<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-size: 20px;\"><strong>3. Easy access and use of Dynamics 365 CRM data using Maplytics Mobile App<\/strong><\/span><\/p>\n<p><iframe title=\"Maplytics \u2013 Microsoft MapPoint Alternative on Mobile for Dynamics 365 CRM\/Dataverse\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/6zThdWRHi-4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p style=\"text-align: justify;\">With <a href=\"https:\/\/docs.maplytics.com\/features\/maplytics-tablet-mobile\" target=\"_blank\" rel=\"noopener\">Maplytics on your Mobile\/Tablet<\/a>, you can visualize your Dynamics 365 CRM data on the map, plot multiple entities, use the category filter to further perform drill-down analysis, find nearby CRM records using Proximity\/Radius Search based on time or distance, perform multiple proximity searches with Concentric Proximity Search, find nearby records along the route, and also create insightful Heat Map Visualizations. Increase the productivity of your Sales reps and Sales Service Executives when on field by providing them crucial business data anywhere and anytime using Maplytics!<\/p>\n<p style=\"text-align: justify;\">Available in 7 different languages, Maplytics is a <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener\">5-star rate Microsoft AppSource preferred app<\/a> that can help you unlock the locational intelligence within Dynamics 365 and locate success.<\/p>\n<p style=\"text-align: justify;\">Get <a href=\"http:\/\/www.maplytics.com\" target=\"_blank\" rel=\"noopener\">Maplytics<\/a> for your team today! Reach us out at <a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener\">crm@inogic.com<\/a> and we will provide a one-on-one demo as per your business needs.<\/p>\n<p style=\"text-align: justify;\">Subscribe to our <a href=\"https:\/\/www.youtube.com\/channel\/UCM4V7ousgLSu1hbOEv4DUuQ\" target=\"_blank\" rel=\"noopener\">YouTube Channel<\/a> to get regular updates on our products. Check out our other Microsoft AppSource preferred productivity apps on <a href=\"http:\/\/www.inogic.com\" target=\"_blank\" rel=\"noopener\">www.inogic.com<\/a>.<\/p>\n<p style=\"text-align: justify;\">Map your way to success with us!<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] Dynamics 365 CRM has been helping large and small organizations in handling their data by helping them collect, organize and analyze it. And all this data needs to be made accessible for the right user at the right time for everyday operations. But it gets trickier when it comes to making this data available [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":18259,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[319,184,56],"class_list":["post-18258","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-dynamics-365-crm","tag-dynamics-365-map-integration","tag-territory-management-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Watch how Maps integration within Dynamics 365 CRM is assisting Managers with Tracking, Appointment &amp; Route planning of Field Reps, smart Territory management et al! - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Dynamics 365 CRM has been helping large and small organizations in handling their data by helping them collect, organize and analyze it.\" \/>\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\/watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Watch how Maps integration within Dynamics 365 CRM is assisting Managers with Tracking, Appointment &amp; Route planning of Field Reps, smart Territory management et al! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Dynamics 365 CRM has been helping large and small organizations in handling their data by helping them collect, organize and analyze it.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al\/\" \/>\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=\"2021-08-06T11:41:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-08-25T12:24:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2021\/08\/maplytics-blog10.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\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=\"3 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\\\/watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/watch-how-maps-integration-within-dynamics-365-crm-is-assisting-managers-with-tracking-appointment-route-planning-of-field-reps-smart-territory-management-et-al\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Watch how Maps integration within Dynamics 365 CRM is assisting Managers with Tracking, Appointment &#038; 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