{"id":21450,"date":"2024-02-14T17:35:57","date_gmt":"2024-02-14T12:05:57","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=21450"},"modified":"2025-12-31T11:39:12","modified_gmt":"2025-12-31T06:09:12","slug":"maplytics-on-mobile-a-pocket-guide-to-field-sales-management-app-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/maplytics-on-mobile-a-pocket-guide-to-field-sales-management-app-within-dynamics-365\/","title":{"rendered":"Drive More Sales, Not More Miles: A Guide for Field Sales Management Mobile App"},"content":{"rendered":"
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Recently, I was sitting at a caf\u00e9, passing the time for a rescheduled meeting, when I observed a gentleman rushing in with a worried face and requesting the hostess for something. He then gave his laptop to her for charging. He sighed and sat at the table next to mine, and we began chatting. He was a sales rep from a reputed organization traveling for a meeting when his laptop acted up. The panic was obvious as all the meeting details, presentations, and reports were on his laptop, and he didn\u2019t know a way out!<\/p>\n

This was when I thanked my stars because had I been in that situation, I would have had\u00a0Maplytics\u00a0<\/a>on the go, which would have helped me reach my meetings on time, conduct them smartly, and stay connected with my office. Yes! I also educated my fellow salesperson about Maplytics on Mobile, and he, too, got intrigued by the offerings and features. That\u2019s why Maplytics is our favorite Field Sales Management App within Microsoft Dynamics 365 CRM!<\/p>\n

Maplytics is accessible to users on the Dynamics 365 App for Phones and Tablets, the Dynamics 365 Sales App, and the Dynamics 365 Field Service App. <\/em><\/strong><\/p>\n

Access Maplytics on Mobile<\/u><\/strong><\/h3>\n

From the Entity Menu, one can access the Maplytics option and hop on to the journey.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21480″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]A click on the Maplytics menu above opens a modal window with an option for Detail Map and Heat Map[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21479″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Maplytics and the maps can be accessed through an individual account entity as well.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21478″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The functions of the Detail Map are similar on mobile as on the desktop. Dynamics 365 records can be plotted using the same five methods as on the desktop: by location, region, drawing, territory, and template.<\/p>\n

A mobile-friendly mapping experience empowers users to stay productive even when they are away from their desks.<\/em><\/strong><\/p>\n

The user can define their GPS location using the precise location button.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21477″ img_size=”350*650″ 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

Visualization and Plotting of records<\/strong><\/h4>\n

CRM Data can be categorized based on Entity attributes[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21476″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Every Pushpin will display the record name, and address, as well as the contextual data defined in the tooltip section of the Maplytics Configuration when double-clicked on the record. The user can open the record, check-in\/out from a meeting from the mobile app itself, and perform other actions using the available quick actions button.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21475″ img_size=”350*650″ 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

Radius\/ Proximity Search<\/strong><\/h4>\n

Proximity Search<\/a> becomes easier with Maplytics on the go as the GPS location becomes the Current Location and the records around the current location get displayed easily within specified radial distance or time.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21474″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21473″ img_size=”350*650″ 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

Search Records<\/strong><\/h4>\n

On plotting a bunch of records, a particular record can be searched from them by typing the primary attribute and getting prompts. 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=”21472″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21471″ img_size=”350*650″ 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

To get a contextual menu on the map, a long press anywhere on the map helps. The Pushpin Contextual menu provides certain additional options. These options provide commonly used features in Maplytics like Set as Current Location, Origin, and Adding to Route, etc.<\/p>\n

The record for the pushpin can be opened.<\/p>\n

That pushpin can be added as the origin or destination of a route or it could be simply added as a waypoint.<\/p>\n

The pushpin can be set as the Current Location or as the POI Location.<\/p>\n

Street view of the pushpin can also be viewed.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21470″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Users can save this search result as a template and open it directly the next time without plotting it again.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21469″ img_size=”350*650″ 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

POI Location<\/strong><\/h4>\n

POI Location<\/a> on a Desktop lets the user define a location of interest and then helps search places such as cafes, airports, gas stations, etc. around it. The same is the functionality with mobile. In fact, with a mobile app, it becomes easier. A user stuck at a new place can give his GPS Location as the POI Location and search for the required place with a few clicks! Frequently searched places can also be selected with quick-find icons. A place can also be searched by specifying it in the search bar.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21468″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21467″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21466″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21465″ img_size=”350*650″ 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

Data Grid & Mass Actions<\/strong><\/h4>\n

The records plotted on the map are visible in the Data Grid at the bottom of the screen. These could be filtered out by adding appropriate keywords in the \u2018Filter by keyword\u2019 bar. Mass Actions can also be performed on the selected records in the grid. These Mass Actions include-<\/p>\n

    \n
  1. Adding a record to a Route.<\/li>\n
  2. Saving the plotted records as a view.<\/li>\n
  3. Sending mass E-mails to them.<\/li>\n
  4. Creating Activities for the selected records such as appointments, etc.<\/li>\n<\/ol>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21464″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21463″ img_size=”350*650″ 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

    Route Optimization<\/strong><\/h4>\n

    Another essential feature of Maplytics is Routing<\/a> across multiple waypoints. Using the Contextual Menu options users can add up to 25 waypoints to their journey, with an Origin and a Destination.<\/p>\n

    The route can be plotted to be the shortest in terms of time or distance. It could be optimized, avoid highways, avoid tolls, and traffic, and even consider records along the route![\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21462″ img_size=”267*545″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21461″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The route plotted in this manner can also be saved for future use.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21460″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Within the Directions section, is an option Trip Summary that summarizes the Trip details, like, Travel time and Distance between every two waypoints of a route. An icon for the same is also available on the map.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21459″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Navigate <\/strong>– The route gets redirected to Google Maps\/ Waze App\/ Apple Maps<\/p>\n

    Add Stop – <\/strong>Records can be added as a waypoint to the route plotted on the Map.<\/p>\n

    Reload <\/strong>– The route can be rerouted after adding the pitstops<\/p>\n

    Nearby <\/strong>– Find Records along the route<\/p>\n

    Save <\/strong>– The plotted route can be saved for use<\/p>\n

    Using the Up and Down Arrows, the Trip Summary for the next waypoints can be seen.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21458″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]The trip can be started using the \u2018Start\u2019 Trip option. The same button can be clicked as \u2018Stop\u2019 on the completion of the trip. The trip stopped between two waypoints, and cannot be resumed again. The user will have to Start with the one scheduled between the next waypoints.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21457″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21456″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]All the routes plotted in this manner can be redirected to Google Maps\/ Waze App\/ Apple Maps with turn-by-turn navigation directions at hand.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=”21455″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Easy access to routes, nearby records, and visit details helps teams stay focused on outcomes instead of logistics.<\/em><\/strong><\/p>\n

    Heat Map<\/strong><\/h4>\n

    Maplytics can also display Heat Maps<\/a> from the Entity homepage and entity form using the Heat Map option. These could be helpful during quick presentations or even during meetings!<\/p>\n

    The summary of the entities can be viewed as color-coded boundaries, pie charts, and column charts as well![\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”21454″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column width=”1\/2″][vc_single_image image=”21453″ img_size=”350*650″ 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=”21452″ img_size=”350*650″ alignment=”center” style=”vc_box_outline” border_color=”black” onclick=”img_link_large”][\/vc_column][vc_column][vc_column_text]Thus, if we observe, Maplytics on mobile is a complete package for any rep in the field, right from viewing, traveling, presenting, conducting meetings, and more!<\/p>\n

    FAQs<\/strong><\/h4>\n

    1. What can I do with Maplytics on mobile?<\/strong>
    \nMaplytics on mobile lets you view and interact with your CRM data on a map, plan routes, check in to locations, access directions, and update records right from your phone or tablet.<\/p>\n

    2. Does Maplytics Mobile respect CRM security?<\/strong>
    \nAbsolutely. Maplytics respects the same Dynamics 365 \/ Dataverse security roles and permissions as the desktop app, so users only see data they are allowed to access.<\/p>\n

    3. Do I need a separate license for the mobile app?<\/strong>
    \nNo. If you have a valid Maplytics license and access to the Dynamics 365 app, you can use the mobile functionality under the same subscription.<\/p>\n

    4. Which devices does Maplytics mobile support?<\/strong>
    \nMaplytics works on iOS and Android devices through the Dynamics 365 mobile app.<\/p>\n

    What\u2019s More?<\/strong><\/h3>\n

    Maplytics is like water that can be molded into any role. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless.\u00a0Radius Search<\/a>,\u00a0Route Mapping<\/a>, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to\u00a0crm@inogic.com<\/a>\u00a0To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with the team. For applied knowledge, do visit our\u00a0Website<\/a>\u00a0or\u00a0Microsoft AppSource<\/a>. One can hop on to the detailed\u00a0Blogs<\/a>,\u00a0Client Testimonials<\/a>,\u00a0Success Stories<\/a>,\u00a0Industry Applications<\/a>, and\u00a0Video Library<\/a>\u00a0for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics\u00a0here<\/a>\u00a0and for fun Tips & Tricks about Maplytics have a look at our series #ProAtMaplytics\u00a0here<\/a>. Technical\u00a0docs<\/a>\u00a0for the working of Maplytics are also available for reference.<\/p>\n

    You can also leave us a review or write about your experience on\u00a0AppSource or G2 Website<\/a>.<\/p>\n

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

    Happy Mobile Mapping!<\/strong><\/p>\n