{"id":20383,"date":"2023-03-29T12:15:33","date_gmt":"2023-03-29T06:45:33","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=20383"},"modified":"2023-04-10T15:02:03","modified_gmt":"2023-04-10T09:32:03","slug":"transform-field-sales-by-assigning-land-farm-and-more-to-a-particular-record-within-microsoft-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/transform-field-sales-by-assigning-land-farm-and-more-to-a-particular-record-within-microsoft-dynamics-365-crm\/","title":{"rendered":"Transform Field Sales by assigning land, farm, and more to a Particular Record within Microsoft Dynamics 365 CRM!"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">\u201cI said to myself it is my new job and I can\u2019t be complaining, and I kept going. I pushed through the overgrown weed but my car finally gave way! My wheels got stuck in a swamp. Thank God for those lovely farmer folks and their families. They took me to safety and recovered my stuck car\u201d, Ana ended with a shudder and relief. She was an efficient field sales rep who had been summoned to meet a new lead at the city outskirts. Unfortunately, the haphazard directions landed her on farmland and she had quite an adventure. The lead location was apparently, wrongly marked and there was no foolproof method with her organization to verify it beforehand.<\/p>\n<p style=\"text-align: justify;\">While Ana like her namesake was basking in her adventure and talking about it to anybody who even remotely appeared interested, my mind had long crossed the bushes, the farmlands, the barriers, and was secretly appreciating the use of land area mapping opted by my forward-thinking company within Microsoft Dynamics 365 CRM. Just like Ana, I too was a celebrated field sales rep working for a prestigious cosmetics brand. I too was responsible to set up meetings with potential leads, try and onboard them, visiting them for services afterward, and so on. But my employer had made it all easier for me by licensing Maplytics, the popular geo-mapping app of the <a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.maplytics.com\/\" target=\"_blank\" rel=\"noopener\">Maplytics<\/a> has a number of features and we rep use almost all of those for seamless operations. Our managers and the top management also utilize some unique offerings for their analysis and use. I personally am a fan of the fact that my sales territory is well-demarcated for me. No colleague of mine cannibalizes my leads. We can all visualize our respective leads on the maps.<\/p>\n<p style=\"text-align: justify;\">My manager, Hannah, creates my appointment schedules for me, weeks in advance with the Auto Scheduling feature and also plots optimized travel routes for me to travel to these appointments with the Route Optimization option. I check in and out of the meetings on the go, share my notes and attachments on the go, and can access the app on my phone, tablet, laptop, or desktop, easily. I have been appreciating all these features for years now. But Ana\u2019s adventure made me realize the value of <a href=\"https:\/\/www.maplytics.com\/land-area-mapping\/\" target=\"_blank\" rel=\"noopener\">Land Area Mapping<\/a>.<\/p>\n<p style=\"text-align: justify;\"><strong><em>You wanna know what it is? Let\u2019s go!<\/em><\/strong><\/p>\n<p style=\"text-align: justify;\">When a lead is assigned to me, it is added to the territory I\u2019m in charge of. While doing so, it is plotted on the map. The region it belongs to is checked. Whether the lead falls in a farmland, a residential area, a downtown commercial or an office region can all be viewed. Hence, situations like Ana\u2019s are highly unlikely.<\/p>\n<p style=\"text-align: justify;\">If a user works with lands, real estate or farms, etc. he can visualize the lands on the map with this feature. The User will be able to assign land regions to the records and visualize them on the map to understand the coverage of area for each of the records.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20391&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]In case, the user wants to visualize the landscapes for Account records, he needs to create a 1: N relationship between the Accounts entity and the Geography entity. The User can also add a grid on the Accounts form in order to see the list of landscapes that have been assigned to the record.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20390&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Once the 1:N relationship is created, the same is selected in the respective Entity map.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20389&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]In order to visualize the land of a record, the user also needs to create the geography for the landscape and assign the geography to the respective record.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20388&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]On clicking on <strong><em>\u2018Land Area Mapping\u2019<\/em><\/strong>, a new window opens where the user can upload Shape files or Excel files or draw shapes for the landscapes on the map.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20387&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong>Shape File<\/strong><\/p>\n<p>Users can select a shape file or an excel file to plot the respective lands on the map. Once the file is plotted on the map, the user can use the selection tool at the right top corner to select, deselect, multi-select, or delete the regions plotted on the map. Now user can select the required regions and right-click to Assign Area.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20386&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong>By Drawing<\/strong><\/p>\n<p>The user can also create geographies for the landscaping using the option of \u2018By Drawing\u2019.\u00a0 He can use the drawing tool to draw the shapes for the required landscape on the map. Further, use the selection tool to select the drawn shape(s) and right-click to assign an area.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20385&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong><em>How to view the assigned land?<\/em><\/strong><\/p>\n<p>The user can select the entity in Datasource and the respective view in the \u2018Plot Records\u2019 card in Detail map to plot the record on the map as pushpins. While visualizing records on the Detail map, user can right-click on any pushpin to open the Contextual menu and use the \u2018Show Land Area\u2019 button to plot the land that is assigned to the respective record.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;20384&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221; onclick=&#8221;img_link_large&#8221; img_link_target=&#8221;_blank&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<strong><em>What are the benefits?<\/em><\/strong><\/p>\n<ol>\n<li>Land Area Mapping helps prevent situations like Ana. The rep is aware of where he is going and is at a valid client<\/li>\n<li>Real Estate businesses can rate properties for sale based on the surrounding regions<\/li>\n<li>Financial institutions can lease offices in areas surrounded by residents or offices<\/li>\n<li>A tractor manufacturer can set up near farmlands or near a market land as per his business preference<\/li>\n<li>Farm producers can check out the water supply units before buying a piece of agricultural land<\/li>\n<\/ol>\n<p>There is a lot more to Maplytics and Land Area Mapping. To get more acquainted with Maplytics and experience it further, write to us at\u00a0<a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>. To explore the product in depth, with a\u00a0<a href=\"https:\/\/www.maplytics.com\/maplytics-dynamics-maps-apps-trial\" target=\"_blank\" rel=\"noopener\">free trial<\/a>\u00a0of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with us.<\/p>\n<p>For applied knowledge, do visit our\u00a0<a href=\"https:\/\/www.maplytics.com\/\" target=\"_blank\" rel=\"noopener\">Website<\/a>\u00a0or\u00a0<a href=\"https:\/\/appsource.microsoft.com\/en-us\/marketplace\/apps?search=inogic&amp;page=1\" target=\"_blank\" rel=\"noopener\">the Microsoft AppSource<\/a>. For a quick query resolution, you can hop on to our\u00a0<a href=\"https:\/\/www.maplytics.com\/blog\/\" target=\"_blank\" rel=\"noopener\">Blogs<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/customer-success-stories\" target=\"_blank\" rel=\"noopener\">Client Testimonials<\/a>, and\u00a0<a href=\"https:\/\/www.youtube.com\/channel\/UCM4V7ousgLSu1hbOEv4DUuQ\" target=\"_blank\" rel=\"noopener\">Video Library<\/a>.<\/p>\n<p><strong>Until then,<\/strong><\/p>\n<p><strong>Happy Land Mapping!<\/strong>[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] \u201cI said to myself it is my new job and I can\u2019t be complaining, and I kept going. I pushed through the overgrown weed but my car finally gave way! My wheels got stuck in a swamp. Thank God for those lovely farmer folks and their families. They took me to safety and recovered [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":20392,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[345],"class_list":["post-20383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-land-area-mapping"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Transform Field Sales by assigning land, farm, and more to a Particular Record within Microsoft Dynamics 365 CRM! - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Maplytics the popular geo-mapping app has been catering to the demands of various industries with Dynamics 365 CRM using Land Area Mapping feature.\" \/>\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\/transform-field-sales-by-assigning-land-farm-and-more-to-a-particular-record-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=\"Transform Field Sales by assigning land, farm, and more to a Particular Record within Microsoft Dynamics 365 CRM! 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