{"id":20648,"date":"2023-06-05T15:00:17","date_gmt":"2023-06-05T09:30:17","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=20648"},"modified":"2023-06-22T17:46:09","modified_gmt":"2023-06-22T12:16:09","slug":"maplytics-may-2023-release-location-intelligence-within-microsoft-dynamics-365-crm-just-keeps-getting-smarter","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/maplytics-may-2023-release-location-intelligence-within-microsoft-dynamics-365-crm-just-keeps-getting-smarter\/","title":{"rendered":"Maplytics May 2023 Release \u2013 Location Intelligence within Microsoft Dynamics 365 CRM just keeps getting smarter!"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]\n

It is the graduation season in many parts of the world and Maplytics wanted to join the party! Hence, Team Maplytics has graduated the 5-star rated product of the Microsoft AppSource with a cap of upgrades and a gown of enhancements.<\/p>\n

Curious to know? Come, let\u2019s check out!<\/em><\/p>\n

Area Of Service<\/strong><\/h5>\n

Ever called up a stationery store for office delivery and got a revert saying, we do not deliver in that area? Irritating, right? Such a problem could be avoided with the new Maplytics release.<\/p>\n

The existing function of Area Of Service enabled a user to view the data in proximity or a region around an individual record picked by the user. With the additions now, the users can determine an area in which services are being offered and also be able to visualize the records that lie in that area.<\/p>\n

Consider the case of a Doctor, the Area Of Service helps in determining the region in which the doctor is operating or offering his services. Patient records falling under this service region can also be visualized. Similarly, from a Patient\u2019s POV, they can visualize all the doctors that offer services or whose services fall in their area. This helps the patients in selecting the nearest available doctors and the doctors, too, can check the patients falling in their area of work.<\/p>\n

The feature can be understood in-depth here<\/a>.<\/p>\n

Plot by Shapefile within the By Drawing option<\/strong><\/h5>\n

Data visualization as per requirement is a necessity of any organization aiming at location-based business strategy.<\/p>\n

There are five different options to plot & visualize CRM data on Map with Maplytics-<\/p>\n

    \n
  1. By Location<\/li>\n
  2. By Region<\/li>\n
  3. By Drawing<\/li>\n
  4. By Shapefile<\/li>\n
  5. By Territory<\/li>\n
  6. By Template<\/li>\n<\/ol>\n

    Within the \u2018By Drawing\u2019 Option, a \u2018By File\u2019 Option is now available in the drop-down. Yes, a new plotting option within an existing one. Sounds like the inception of plotting options, right?<\/em><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20662″ img_size=”full” 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

    This option helps the user to plot data by uploading any of .zip, .shp, .kml, or. geojson files and filtering records on the plotted shapes as per the uploaded file. Thus, the user can visualize records as per their requirement within a specific shape. Decision-making becomes faster with the preferred data plotted.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20661″ img_size=”full” 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

    Search Record<\/strong><\/h5>\n

    The \u2018Find My Car\u2019 Alarm acts as a savior when searching for a parked car in a plethora of cars. The newly added Search Record feature within Detail Map enables a user to find a specific record on the map by entering its primary attribute.<\/p>\n

    Once the records have been plotted on the map, a search bar appears at the top center of the map. This search bar can then be used to search any specific record from among the plotted ones using the primary attribute.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20660″ img_size=”full” 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_single_image image=”20659″ img_size=”full” 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_single_image image=”20658″ img_size=”full” 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]This search zooms the map to the area where the record that is being searched is plotted. The associated pushpin blinks in quick succession to highlight its position from among the records. So easy, right?<\/em><\/p>\n

    Detail Map Control for Dataset<\/strong><\/h5>\n

    The users have been adding this control to any entity dataset or dashboard and visualizing all of the records of the view, sub-grid, or dashboard on a map. The May 2023 release has a Data Grid, Lasso Tool, and a Mass Actions option added to it. Let\u2019s explore each of them.<\/em><\/p>\n

    * Data Grid<\/strong><\/u>\u2013 All the records of the view are listed in the Data Grid. The check box against the records can be ticked to utilize the records for operations.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20657″ img_size=”full” 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]In case a particular record needs to be selected, it can be filtered out from all the records of the view by adding a suitable keyword[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20656″ img_size=”full” 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

    * Lasso Tool<\/u>– The user can use this interesting, new tool to select a bunch of records together at once. The records will get selected in the data grid and be available to perform multiple activities such as plotting routes with them, saving the view, creating activities for them, or sending mass emails to them.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20655″ img_size=”full” 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

    * Mass Actions<\/strong> <\/u>\u2013 Mass Actions can be performed on the selected records. They could be added to a travel route, the selected data set could be saved, activities could be created for these records such as meetings, events, etc., and emails could be mass sent to them with information.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20654″ 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]\n

    More facets to the three additions can be explored here<\/a>.<\/p>\n

    Batch Processing Tool<\/strong><\/h5>\n

    The workflows for Geocoding and Territory Assignment designed can be used on a day-to-day basis for addresses that are changed or added occasionally. However, for bulk geocoding\/territory assignment on data, Team Maplytics recommends the Batch Processing tool.<\/p>\n

    The May 2023 release has seen significant alterations to the tool\u2019s user interface. The tool can be logged in with the credentials of a CRM User from the premise or online. The Non-Geo coded Records now have a separate view called \u2018Non Geocode\u2019 for Batch Geocoding for all the Entities. All the non-geo-coded records of multiple entities can be processed together.<\/p>\n

    Here is a glimpse of the new interface. The details can be explored here<\/a>.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”20653″ img_size=”full” 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

    Search Record On Mobile<\/strong><\/h5>\n

    This feature is similar to the one added in the core functionality. After plotting records, a particular record can be searched by typing the primary attribute and getting prompts for records. The selected record gets highlighted and zoomed. The zoom level gets set accordingly.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”20652″ img_size=”259*538″ alignment=”center” style=”vc_box_outline” border_color=”black”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”20651″ img_size=”full” alignment=”center” style=”vc_box_outline” border_color=”black”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

    Data Grid On Mobile<\/strong><\/h5>\n

    The plotted records are visible in the Data Grid at the bottom of the screen. They could be filtered out by adding appropriate keywords in the \u2018Filter by keyword\u2019 bar. Mass Actions can be performed on the selected records in the grid.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”20650″ img_size=”large” alignment=”center” style=”vc_box_outline” border_color=”black”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”20649″ img_size=”large” alignment=”center” style=”vc_box_outline” border_color=”black”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n

    What\u2019s More?<\/strong><\/h5>\n

    The fascinating enhancements of the May 2023 Release can be availed by the users by downloading the solution from our Website.<\/a><\/p>\n

    To get more acquainted with Maplytics and experience it first-hand, one can write to\u00a0crm@inogic.com<\/a> To explore the product in depth, with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with the Team.<\/p>\n

    For applied knowledge, do visit our\u00a0Website<\/a>\u00a0or\u00a0the Microsoft AppSource<\/a>. One can hop on to the detailed\u00a0Blogs,\u00a0Client Testimonials,\u00a0Success Stories,\u00a0Industry Applications, and\u00a0Video Library for a quick query resolution.<\/p>\n

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

    Happy Mapping with the May 2023 release!<\/strong><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row][vc_column][vc_column_text] It is the graduation season in many parts of the world and Maplytics wanted to join the party! Hence, Team Maplytics has graduated the 5-star rated product of the Microsoft AppSource with a cap of upgrades and a gown of enhancements. Curious to know? Come, let\u2019s check out! Area Of Service Ever called up […]<\/p>\n","protected":false},"author":2,"featured_media":20663,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[230,458],"class_list":["post-20648","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-release-notes","tag-maplytics-release","tag-may-2023-release"],"yoast_head":"\nMaplytics May 2023 Release \u2013 Location Intelligence within Microsoft Dynamics 365 CRM just keeps getting smarter! - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Maplytics has graduated the 5-star rated product of Microsoft AppSource with a cap of upgrades and a gown of enhancements. 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