{"id":20271,"date":"2023-03-05T17:52:06","date_gmt":"2023-03-05T12:22:06","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=20271"},"modified":"2023-04-10T15:02:27","modified_gmt":"2023-04-10T09:32:27","slug":"just-a-chat-away-a-fun-way-to-learn-field-service-operations-within-microsoft-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/just-a-chat-away-a-fun-way-to-learn-field-service-operations-within-microsoft-dynamics-365-crm\/","title":{"rendered":"Just a Chat Away- a fun way to learn Field Service Operations within Microsoft Dynamics 365 CRM!"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]As she scooped a spoonful of her coleslaw in her mouth, Nina heard the buzzing of her phone. It was one of her favorite ex-colleagues, Lisa. Lisa had recently joined an organization where she needed to be on the field and visit clients personally. She had been in touch with Nina, the best on-field senior Sales rep to get tips and tricks on making her field presence count. Nina, swiped open her chat window to read Lisa\u2019s message.<\/p>\n

Lisa-<\/strong> <\/em>Hey, just done with a meeting. Heading out for lunch. You done with yours?
\nNina smiled, brushed off the crumbs off her fingers, and typed.<\/p>\n

Nina-<\/strong> <\/em>At it. Having coleslaw and a slice of pizza. True NYC style! \ud83d\ude09<\/p>\n

Lisa- <\/strong><\/em>Yummm! Have a meeting in the next 30 minutes. Don\u2019t know of a good place nearby or near the meeting location. \u2639<\/p>\n

Nina- <\/strong><\/em>Give me the location of your next meeting<\/p>\n

Lisa-<\/strong><\/em>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20296″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]It is about 10 minutes from me<\/p>\n

Nina-<\/strong><\/em> Ok. Let me check with my magic bean.<\/p>\n

Lisa-<\/strong> <\/em>Magic bean? \ud83d\ude32\u00a0What\u2019s that?<\/p>\n

Nina-<\/strong><\/em>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20295″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]So, this is your current place of interest.
\nHere are your nearest food options from there.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20294″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20293″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Try this place, Lisa, they have quick snacks and finger foods too.<\/p>\n

Lisa- <\/strong><\/em>Woah! Magic beans. I\u2019m impressed.
\nZooming there!
\nBut what are these beans?<\/p>\n

Nina-<\/strong><\/em> It is Maplytics<\/a>, the 5-star rated app on Microsoft AppSource. It integrates map and Dynamic s365 CRM. One can visualize CRM data on a map using this!<\/p>\n

Lisa- <\/strong><\/em>Amazed Nina!<\/p>\n

Nina- <\/strong><\/em>Yep, it is! I used POI Location<\/a> right now. I selected your meeting place as your location of interest and searched for restaurants near it. Voila!!<\/p>\n

Lisa- <\/strong><\/em>I reached the restaurant. Thank You!! \ud83d\udc83 Will grab a bite, have my meeting, and then connect.
\nAfter two hours, Lisa finished her meeting and messaged Nina again<\/p>\n

Lisa- <\/strong><\/em>Done with my last meeting for the day! \ud83c\udf89
\nAre you free too?<\/p>\n

Nina-<\/strong><\/em><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20289″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]No dear! I\u2019m here right now, in a park. A meeting got canceled last minute. So was trying to find another client within proximity.<\/p>\n

Lisa- <\/strong><\/em>Oh, your office will help you?<\/p>\n

Nina- <\/strong><\/em>Nope! I have all my ammunition loaded \ud83d\ude0a<\/p>\n

Lisa-<\/strong><\/em> Maplytics again?<\/p>\n

Nina- <\/strong><\/em>Of course. But Radius\/ Proximity Search<\/a> this time.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20290″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]So, I gave my current location. I can travel at max 2-4 miles from here. Let\u2019s see the options.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20291″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]See Lisa! So many options within 2 miles.<\/p>\n

Lisa- <\/strong><\/em>Yeah! Now what?<\/p>\n

Nina- <\/strong><\/em>I\u2019ll check the availability of the nearest one. Hold on. Let me work this out.
\nNina quickly contacted the clients that were convenient and fixed up an ad hoc meeting.<\/p>\n

Lisa- <\/strong><\/em>You there?<\/p>\n

Nina-<\/strong><\/em>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20292″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

Yes! This client\u2019s in. I\u2019m dashing off there. Before you ask, Maplytics for the win, again.<\/p>\n

I added the new client to my travel route and the Route Optimization<\/a> option got me the quickest route there. Talk to you later. Bye<\/p>\n

Lisa- <\/strong><\/em>I\u2019m jealous! I too need this magic bean in my CRM, on my mobile!<\/p>\n

Once her meeting was done, Nina read Lisa\u2019s last message, smiled, and pushed a message back to her.<\/p>\n

Nina- <\/strong><\/em>Hey buddy. Do not be jealous. Meet me. I\u2019ll explain all the wonders of Maplytics to you.<\/p>\n

Lisa- <\/strong><\/em>Will you?<\/p>\n

Nina- <\/strong><\/em>Sure! I am heading in the direction of my home. Send me your current location and I\u2019ll pick you up from a spot along my route.<\/p>\n

Lisa shared her location and Nina added a nearby spot to her homegoing, optimized route. Lisa was along her way in no time. After about 15 minutes, they met. Lisa immediately asked, \u201cHow did you find a mutually convenient pickup spot so easily? Magic beans again?\u201d, her eyes gleamed with intrigue. Nina pulled up her mobile and showed Lisa how using \u2018Along the Route<\/a>\u2019 option she had found a location on her travel path that was near Lisa\u2019s current location and got an optimized route to pick her up on the way.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20286″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cThis was my initial travel route home from my ad hoc meeting location\u201d.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20288″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cThen I searched for a client location along the route within 2 miles\u201d[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20287″ img_size=”500*700″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large” img_link_target=”_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

\u201cThis one seemed the closest to your current location and was convenient for me\u201d, Nina shrugged.<\/p>\n

Lisa and Nina\u2019s banter over Maplytics continued as they continued their drive home through the traffic-laden roads. Lisa learned a lot of new things while exploring Maplytics while Nina experienced new ways of using Maplytics while familiarising it to Lisa. It was a fun journey and an enlightening day that showed Lisa that the more she would use Maplytics the more she would explore its application.<\/p>\n

To get more acquainted with Maplytics and experience it yourself, write to us at\u00a0crm@inogic.com<\/a>. To explore the product in depth, with a\u00a0free trial<\/a>\u00a0of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with us.<\/p>\n

For applied knowledge, do visit our\u00a0Website<\/a>\u00a0or\u00a0the Microsoft AppSource<\/a>. For a quick query resolution, you can hop on to our\u00a0Blogs<\/a>,\u00a0Client Testimonials<\/a>, and\u00a0Video Library<\/a>.<\/p>\n

Until then,<\/strong><\/p>\n

Drive Along the Route!<\/strong><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

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She had been in touch with Nina, the best on-field senior […]<\/p>\n","protected":false},"author":2,"featured_media":20298,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[449],"class_list":["post-20271","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-field-service-operations"],"yoast_head":"\nJust a Chat Away- a fun way to learn Field Service Operations within Microsoft Dynamics 365 CRM! - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Lisa and Nina\u2019s banter over Maplytics continued as they continued their drive home through the traffic-laden roads.\" \/>\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\/just-a-chat-away-a-fun-way-to-learn-field-service-operations-within-microsoft-dynamics-365-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Just a Chat Away- a fun way to learn Field Service Operations within Microsoft Dynamics 365 CRM! 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