{"id":21188,"date":"2023-10-31T18:00:11","date_gmt":"2023-10-31T12:30:11","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=21188"},"modified":"2024-12-10T17:23:26","modified_gmt":"2024-12-10T11:53:26","slug":"travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\/","title":{"rendered":"Travel Smart with Smart Routes planned within Microsoft Dynamics 365"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\"><em>\u2018Knock Knock Knock Knock\u2019<\/em>, Jerry knocked on Tom\u2019s door panting and dashed inside on hearing his voice. \u201cBoss, we got to schedule for tomorrow. They are hijacking the office for a Halloween Party in the next 30 minutes\u201d, Jerry said, breathlessly. \u201cI know Jerry. Breathe. I have the Detail Map Control open. Let\u2019s schedule using it\u201d, Tom said. \u201cWhat? Why Detail Map?\u201d, Jerry questioned. \u201cWe have a selected view of records in this. Plus with the <a href=\"https:\/\/docs.maplytics.com\/features\/powerapps-component-framework\/detail-map-control-for-dataset\" target=\"_blank\" rel=\"noopener\">Lasso Tool<\/a> introduced in the <a href=\"https:\/\/www.maplytics.com\/blog\/maplytics-may-2023-release-location-intelligence-within-microsoft-dynamics-365-crm-just-keeps-getting-smarter\/\">last release<\/a> and the Smart Routing feature from the <a href=\"https:\/\/www.maplytics.com\/blog\/maplytics-fall-2023-release-new-innovations-for-field-sales\/\">Fall 2023 release<\/a>, we can schedule activities and optimize routes faster\u201d, Tom reasoned. Jerry agreed and hopped into the plan.<\/p>\n<p style=\"text-align: justify;\">\u201cSo, these are your Staten Island client records. Let\u2019s use the Lasso Tool. Considering your home is around Oakwood Beach, let\u2019s pick this area. Here, are the records. 9 have come up in the selection\u201d, Tom narrated.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21190&#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]\u201cI cannot go with all 9. Let\u2019s cover 5 for tomorrow and 4 for Thursday\u201d, Jerry suggested. \u201cSure! I\u2019ll pick the 5 important ones\u201d, Tom agreed. \u201cCreating an optimized Smart Route with these 5\u201d, Tom continued.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21191&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_outline&#8221; border_color=&#8221;black&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cRoute is ready\u201d[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21192&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cIs it completely optimized?\u201d Jerry asked. \u201cOkay let\u2019s see, avoid highways, tolls, traffic. Now this is optimized\u201d, Tom announced.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21193&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cNow it is time to save the route and add activities\u201d, Tom said.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21194&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Adding the Route name, date, and other details[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21195&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cIt will be a sales pitch, 30 minutes of meeting, date and time added, done\u201d, Tom rejoiced.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21196&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\u201cHere is the preview. Looks all good to you?\u201d, Tom asked Jerry to which he grinned happily.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;21189&#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;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">The appointments created are visible in the Activities list under the Activity Name provided in the Subject, \u2018Sales Pitch\u2019. The start, end date, and time, too, are visible for each. You can check the Smart route, visible in the Activities section under the Route Category\u201d, Tom concluded.<\/p>\n<p style=\"text-align: justify;\">\u201cThanks, Boss! All done in 30 minutes\u201d, Jerry said. \u201cNow come on, let\u2019s enjoy the Halloween Party now!\u201d, added Tom.<\/p>\n<h3 style=\"text-align: justify;\"><strong>What\u2019s More?<\/strong><\/h3>\n<p style=\"text-align: justify;\">The unique features of Maplytics could be experienced when explored more with a trial.<\/p>\n<p style=\"text-align: justify;\">Maplytics is a comprehensive and powerful Geospatial and Analytical Mapping solution for all modules of Microsoft Dynamics 365. It not only enables optimized operations and management for <a href=\"https:\/\/www.maplytics.com\/blog\/category\/field-service\/\">field sales and services<\/a> but can also enlighten businesses with intricate data insights using features such as <a href=\"https:\/\/www.maplytics.com\/heat-map-dynamics-crm\/\">Heat Map Analysis<\/a>, <a href=\"https:\/\/www.maplytics.com\/visualize-census-data-on-map-within-microsoft-dynamics-365-crm\/\">Census Data Mapping<\/a>, <a href=\"https:\/\/www.maplytics.com\/land-area-mapping\/\">Land Area Mapping<\/a>, <a href=\"https:\/\/www.maplytics.com\/geo-map-analytical-dashboard-dynamics-crm\/\">Geo-Analytical Dashboards<\/a>, and more. Overall, Maplytics is a complete package for business success.<\/p>\n<p style=\"text-align: justify;\">One can write to the Team at\u00a0<a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>\u00a0for mapping requirements, a\u00a0<a href=\"https:\/\/www.maplytics.com\/maplytics-download\/\">free trial of 15 days<\/a>, or a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse.<\/p>\n<p style=\"text-align: justify;\">To learn more about Maplytics, its applications across industries, and another multitude of features, do visit the\u00a0<a href=\"https:\/\/www.maplytics.com\/\">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 further details, one can hop on to the\u00a0<a href=\"https:\/\/www.maplytics.com\/blog\/\">Blogs<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/customer-testimonials\/\">Client Testimonials<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/customer-success-stories\/\">Success Stories<\/a>,\u00a0<a href=\"https:\/\/www.maplytics.com\/industry-solutions\/\">Industry Applications<\/a>, and\u00a0<a href=\"https:\/\/www.youtube.com\/channel\/UCM4V7ousgLSu1hbOEv4DUuQ\" target=\"_blank\" rel=\"noopener\">Video Library<\/a>\u00a0for a quick query resolution.<\/p>\n<p style=\"text-align: justify;\"><strong>Until then,<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>Be Smart, Travel Smart!<\/strong><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] \u2018Knock Knock Knock Knock\u2019, Jerry knocked on Tom\u2019s door panting and dashed inside on hearing his voice. \u201cBoss, we got to schedule for tomorrow. They are hijacking the office for a Halloween Party in the next 30 minutes\u201d, Jerry said, breathlessly. \u201cI know Jerry. Breathe. I have the Detail Map Control open. Let\u2019s schedule [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21197,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[140,109],"class_list":["post-21188","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general","tag-geo-analytics","tag-route-optimization"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Travel Smart with Smart Routes planned within Microsoft Dynamics 365 - Blog | Maplytics<\/title>\n<meta name=\"description\" content=\"Maplytics is a comprehensive and powerful Geospatial and Analytical Mapping solution for all modules of Microsoft Dynamics 365.\" \/>\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\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Travel Smart with Smart Routes planned within Microsoft Dynamics 365 - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"Maplytics is a comprehensive and powerful Geospatial and Analytical Mapping solution for all modules of Microsoft Dynamics 365.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\/\" \/>\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=\"2023-10-31T12:30:11+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-10T11:53:26+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2023\/10\/Maplytics-is-a-comprehensive-and-powerful-Geospatial-and-Analytical-Mapping-solution-for-all-modules-of-Microsoft-Dynamics-365.png\" \/>\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\/png\" \/>\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\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Travel Smart with Smart Routes planned within Microsoft Dynamics 365\",\"datePublished\":\"2023-10-31T12:30:11+00:00\",\"dateModified\":\"2024-12-10T11:53:26+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/\"},\"wordCount\":845,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2023\\\/10\\\/Maplytics-is-a-comprehensive-and-powerful-Geospatial-and-Analytical-Mapping-solution-for-all-modules-of-Microsoft-Dynamics-365.png\",\"keywords\":[\"Geo-analytics\",\"Route Optimization\"],\"articleSection\":[\"General\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/travel-smart-with-smart-routes-planned-within-microsoft-dynamics-365\\\/\",\"name\":\"Travel Smart with Smart Routes planned within Microsoft Dynamics 365 - 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