{"id":20310,"date":"2023-03-09T10:11:57","date_gmt":"2023-03-09T04:41:57","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=20310"},"modified":"2023-04-10T15:02:21","modified_gmt":"2023-04-10T09:32:21","slug":"just-a-chat-away-session-2-an-innovative-way-for-field-reps-to-plan-their-day-within-microsoft-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/just-a-chat-away-session-2-an-innovative-way-for-field-reps-to-plan-their-day-within-microsoft-dynamics-365-crm\/","title":{"rendered":"Just a Chat away, Session 2- An Innovative way for field reps to plan their day within Microsoft Dynamics 365 CRM!"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]\u201cWhy aren\u2019t you up yet? I told you we got to continue our chat from Thursday<\/a>, today, sharp nine!\u201d, Lisa screeched as soon as Nina opened up her video call. \u201cIt is Saturday Liz, can I please sleep in?\u201d, Nina groaned as she sat up rubbing her eyes. \u201cI know Nina, but I have been obsessing over Maplytics<\/a> since you introduced that fab 5-star rated geo-mapping app to me. I think it is perfect for my workload on the field and I want to share a plan with my managers to license it for us asap! I want to explore the features, and menus further\u201d, Lisa reasoned. \u201cFine!\u201d, Nina sighed and promised to connect back in an hour.<\/p>\n

After an hour Nina\u2019s phone chimed.<\/p>\n

Lisa-\u00a0 <\/em><\/strong>Are you done yet?<\/p>\n

Nina- <\/em><\/strong>Yes ma`am! I\u2019m sharing my screen.<\/p>\n

Lisa- <\/em><\/strong>Good. At Laptop<\/p>\n

Nina- <\/em><\/strong>The last time when I picked you up, you saw the driving route on my mobile screen. This is the same Detail Map from my laptop instance.<\/p>\n

Lisa- <\/em><\/strong>Ok. So, this is the main instance from where you can access all the functions, Territory<\/a>, Scheduling<\/a>, et al, right?<\/p>\n

Nina- <\/em><\/strong>That is correct.<\/p>\n

So, when I am not using any function and I right-click on the map, I get a menu. This is the contextual menu.<\/p>\n

\"Maplytics-<\/p>\n

Lisa- <\/em><\/strong>Ok. Got it.<\/p>\n

So when you asked me for my client\u2019s location the last time, you used it as POI Location to find a restaurant near it?<\/p>\n

Nina- <\/em><\/strong>Bingo! Also, when I was sitting in the park as my last meeting got canceled, I had put that location as my current location and was finding other clients within the proximity.<\/p>\n

Lisa- <\/em><\/strong>Oh! So, these two options help in picking the current location and the location of interest, directly. Got it!<\/p>\n

Nina- <\/em><\/strong>Hmmm!<\/p>\n

Then there is Create new record.<\/p>\n

If I want to put my current location or any location on the map into the entity records, I\u2019ll select this option and create the record as per choice<\/p>\n

\"Maplytics-<\/em><\/strong><\/p>\n

Lisa- <\/em><\/strong>This is very convenient. Then I guess, the Directions option plots your directions?<\/p>\n

Nina- <\/em><\/strong>Not exactly. But it gives you a choice to add a record pushpin as a desired Origin or Destination.<\/p>\n

\"Maplytics-<\/em><\/strong><\/p>\n

Lisa- <\/em><\/strong>Ah! I get it now. So, when you came to pick me up that day, the place where I was waiting for you was your destination! Sweet! Then, I bet add to route must be helping you to add more waypoints to your routes. Correct?<\/p>\n

Nina- <\/em><\/strong>Yes! You are getting the hang of it. Good.<\/p>\n

\"Maplytics-<\/p>\n

Next, is Save Settings. Now that the current location, origin, and destination are all set, in case you want to use them as default, you can save them. So the next time you come to the map, they will be up, as default. Check this snippet from Maplytics\u2019 User Manual, you can also find all these details on their docs page<\/a><\/p>\n

\"Maplytics-<\/em><\/strong><\/p>\n

Lisa- <\/em><\/strong>Oh ok. Got it. I can set my default current location and the map zoom size I want, as per my project. Smart!<\/p>\n

Nina- <\/em><\/strong>Yep!<\/p>\n

Next is Street View. Clicking on it gives you a 3D view of the road you are traveling on or of your current location.<\/p>\n

Since the current location is my home, the Street View right now is this-<\/p>\n

\"Maplytics-Lisa- <\/em><\/strong>O wow!
\nThis is so cool. Straight out of a Bond Movie! Epic.<\/p>\n

Nina- <\/em><\/strong>Hahaha! Well, almost!<\/p>\n

Lisa- <\/em><\/strong>The last option is?<\/p>\n

Nina- <\/em><\/strong>\u2018Show Territory\u2019<\/p>\n

This will plot the respective territory to which the selected location or the record belongs to. Further, a user can click on \u2018Hide territory\u2019 from Contextual Menu to hide the plotted territory.<\/p>\n

\"Maplytics-<\/em><\/strong><\/p>\n

\"Maplytics-Lisa- <\/em><\/strong>This is so quick. So helpful for fast decision-making. I need Maplytics.<\/p>\n

Nina- <\/em><\/strong>Besides, it is at your fingertips. As I used it the other day for you, I can access this same contextual menu over my phone as well.<\/p>\n

\n

\"Maplytics-<\/p>\n<\/div>\n

Lisa- <\/em><\/strong>Perfect. Tell me more, I\u2019m gonna make a perfect presentation to get this for my entire department.<\/p>\n

Nina- <\/em><\/strong>Can we have a session in the afternoon? I really need to have my lunch.<\/p>\n

Lisa-\u00a0 <\/em><\/strong>Ok. Is there anything I can read in the meantime?<\/p>\n

Nina- <\/em><\/strong>While I am away, you can visit their\u00a0Website<\/a>\u00a0or\u00a0the Microsoft AppSource<\/a>. For any quick query resolution, you can hop on to their\u00a0Blogs<\/a>,\u00a0Client Testimonials<\/a>, or\u00a0Video Library<\/a>.<\/p>\n

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

Buon Appetito!<\/strong><\/p>\n

 <\/p>\n

 <\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row][vc_column][vc_column_text]\u201cWhy aren\u2019t you up yet? I told you we got to continue our chat from Thursday, today, sharp nine!\u201d, Lisa screeched as soon as Nina opened up her video call. \u201cIt is Saturday Liz, can I please sleep in?\u201d, Nina groaned as she sat up rubbing her eyes. \u201cI know Nina, but I have been […]<\/p>\n","protected":false},"author":2,"featured_media":20321,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[],"class_list":["post-20310","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"\nJust a Chat away, Session 2- An Innovative way for field reps to plan their day within Microsoft Dynamics 365 CRM! - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"An innovative way for field reps to plan their day within Microsoft Dynamics 365 CRM using Maplytics, a geo-mapping app!\" \/>\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-session-2-an-innovative-way-for-field-reps-to-plan-their-day-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, Session 2- An Innovative way for field reps to plan their day within Microsoft Dynamics 365 CRM! 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