{"id":22718,"date":"2025-07-14T15:22:51","date_gmt":"2025-07-14T09:52:51","guid":{"rendered":"https:\/\/www.maplytics.com\/blog\/?p=22718"},"modified":"2025-07-14T15:22:51","modified_gmt":"2025-07-14T09:52:51","slug":"still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way\/","title":{"rendered":"Still Planning Routes in Dynamics 365 CRM like It\u2019s 2019? Discover a Smarter, Faster, Better Way!"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]\n
Is Your Route Planning Still from 2019?<\/strong><\/h6>\n
Still juggling spreadsheets, Google Maps, and guesswork to plan your sales or service visits? <\/strong><\/h6>\n

In 2019, that might have worked. But in a world driven by real-time updates, remote teams, fuel costs, and smarter CRMs, those outdated methods are costing you more than just time.<\/p>\n

It\u2019s time to ask: Has your route planning kept up with the post-pandemic world?<\/strong><\/p>\n

Let\u2019s explore how Maplytics<\/strong><\/a>, a geo-mapping app for Dynamics 365 CRM, is helping sales and service professionals plan smarter, faster, and more efficiently.<\/p>\n

What\u2019s Changed Since 2019?<\/strong><\/h5>\n

The Post-Pandemic Shift in Field Operations<\/strong><\/p>\n

The landscape for outside sales and field service has evolved dramatically since Post-Pandemic <\/strong>2019.<\/p>\n

Here\u2019s how:<\/p>\n

    \n
  1. Rise in hybrid and remote selling<\/strong><\/li>\n
  2. Increased fuel and operational costs<\/strong><\/li>\n
  3. Demand for real-time location visibility<\/strong><\/li>\n
  4. Shift toward automation and AI-based decisions<\/strong><\/li>\n
  5. Pressure to \u201cdo more with less\u201d in leaner teams<\/strong><\/li>\n<\/ol>\n
    Checklist: Is Your Routing Strategy Outdated?<\/strong><\/h5>\n

    Ask yourself:<\/p>\n

    \u274c Still planning your team’s routes manually?
    \n\u274c No visibility into rep locations or appointment status?
    \n\u274c High fuel bills or missed opportunities due to long routes?
    \n\u274c Difficulty adjusting to last-minute cancellations?<\/p>\n

    If you answered \u201cYes\u201d<\/strong> to even one<\/strong>, your business needs a modern route-planning solution\u2014today.<\/p>\n

    Manual routing, back-and-forth calls, and outdated maps can\u2019t keep up with today\u2019s field demands.<\/p>\n

    That\u2019s where Maplytics steps in.<\/p>\n

    The Modern Solution: <\/strong>Route Optimization in Dynamics 365 CRM<\/strong><\/a> with Maplytics<\/strong><\/h5>\n

    Maplytics brings intelligent geo-mapping, routing, and field planning<\/strong> directly inside Microsoft Dynamics 365 CRM \/ Power Apps.<\/p>\n

    Here\u2019s how it transforms your team’s daily routine:<\/p>\n

    \u2705 Auto-schedule Optimized Routes<\/strong>
    \nPlan multi-stop routes based on meeting time, location, skills, and availability\u2014in seconds.<\/p>\n

    \u2705 Real-Time Re-Routing & Tracking<\/strong>
    \nGet notified when appointments cancel or traffic conditions change\u2014and adapt immediately.<\/p>\n

    \u2705 Geofencing & Territory Management<\/strong>
    \nEnsure every territory is covered and notify reps when they enter\/exit assigned zones.<\/p>\n

    \u2705 Find Nearby Appointments<\/strong>
    \nReduce travel downtime by scheduling nearby follow-ups based on current location.<\/p>\n

    \u2705 Mobile-Ready for On-the-Go Use<\/strong>
    \nEmpower reps and techs with maps, directions, and updates from their smartphones.<\/p>\n

    \ud83d\udca1 Bonus: Maplytics integrates maps seamlessly with Dynamics Sales, Customer Service, and Field Service modules.<\/em><\/p>\n

    \"Routes<\/strong><\/h5>\n
    Real-World Impact: Advanced Routing and Appointment Planning in Dynamics 365 CRM<\/strong><\/h5>\n

    Sales Reps:<\/strong>
    \nBefore, Sales reps were driving in circles. Now, Maplytics plans sales reps’ weeks and reduce their travel time by 30%.<\/p>\n

    Field Technicians:<\/strong>
    \nCancelled appointments used to leave a gap. Now, field technicians instantly get rerouted to the next closest service call.<\/p>\n

    Managers:<\/strong>
    \nTracking reps in real-time helps managers spot inefficiencies and coach better territory strategies.<\/p>\n

    Take the Smarter Route within Dynamics 365 Maps \u2013 With Maplytics<\/strong><\/h5>\n

    Ditch the 2019 tools and embrace the power of advanced geo-mapping on Bing Maps\/Azure Maps<\/strong> within Dynamics 365 CRM.<\/p>\n

    Smarter routing isn\u2019t just about saving miles. It\u2019s about making every minute count.<\/p>\n

    Why Route Optimization with Maplytics?<\/strong><\/h5>\n\n\n\n\n\n\n\n\n\n\n\n\n\n
    \n
    Aspect<\/strong><\/h6>\n<\/td>\n
    		\n
    Pandemic-Era Routing (2020\u20132021)<\/strong><\/h6>\n<\/td>\n
    		\n
    Post-Pandemic Routing with Maplytics (2024+)<\/strong><\/h6>\n<\/td>\n<\/tr>\n
    Primary Focus<\/strong><\/td>\nSafety, social distancing, and reduced visits<\/td>\nEfficiency, productivity, customer experience<\/td>\n<\/tr>\n
    Scheduling Method<\/strong><\/td>\nManual or static planning (often day-by-day)<\/td>\nAuto-scheduling<\/strong> with optimized routes based on time, distance & workload<\/td>\n<\/tr>\n
    Routing Flexibility<\/strong><\/td>\nLimited mobility, routes often cancelled or rescheduled manually<\/td>\nReal-time re-routing<\/strong> for cancelled appointments or traffic changes<\/td>\n<\/tr>\n
    Technology Usage<\/strong><\/td>\nBasic CRM + Google Maps\/Excel<\/td>\nIntegrated Dynamics 365 CRM + Maplytics AI-based routing<\/strong><\/td>\n<\/tr>\n
    Territory Planning<\/strong><\/td>\nStatic zones, rarely updated<\/td>\nDynamic territory management<\/strong> with geo-fencing and realignment<\/strong><\/td>\n<\/tr>\n
    Reps\/Tech Visibility<\/strong><\/td>\nMinimal tracking due to privacy and remote work<\/td>\nLive tracking of field reps<\/strong> with alerts for territory entry\/exit<\/td>\n<\/tr>\n
    Meeting Strategy<\/strong><\/td>\nOnly critical visits, often virtual<\/td>\nMaximized physical visits<\/strong> via optimized routes with nearby suggestions<\/td>\n<\/tr>\n
    Customer Expectations<\/strong><\/td>\nFlexible, less urgency<\/td>\nExpect fast, on-time service\/sales interactions<\/td>\n<\/tr>\n
    Tools Used<\/strong><\/td>\nMaps, spreadsheets, manual CRM updates<\/td>\nMaplytics dashboards, mobile app, and Dynamics 365 integration<\/strong><\/td>\n<\/tr>\n
    Performance Metrics<\/strong><\/td>\nBasic: visits completed or cancelled<\/td>\nAdvanced KPIs<\/strong>: travel vs meeting time, lead coverage, rep productivity<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
    Frequently Asked Questions by Dynamics 365 CRM users for Route Optimization<\/strong><\/h5>\n
    1. How is Maplytics better than Google Maps for business trips?<\/strong><\/h5>\n

    Maplytics integrates directly with CRM data, so your leads, accounts, and appointments drive route optimization\u2014 not just pins on a map.<\/p>\n

    2. Can I track my reps live with Maplytics?<\/strong><\/p>\n

    Yes! You can view live location tracking and get alerts when reps enter\/exit defined territories.<\/p>\n

    3. Does it work with cancelled or rescheduled meetings?<\/strong><\/p>\n

    Absolutely. Maplytics reroutes in real-time and even suggests nearby meetings to fill in gaps.<\/p>\n

    4. Is Maplytics mobile-compatible?<\/strong><\/p>\n

    Yes. Field reps can access routes, directions, and appointments via the mobile app on the go.<\/p>\n

    Final Thoughts<\/strong><\/h5>\n

    If your route planning still feels like 2019, you could be losing time, money, and deals.
    \nWith Maplytics, sales and service teams transform travel into a strategic advantage, all inside the CRM they already use.<\/p>\n

    Want to upgrade your field operations with Advanced Route optimization?<\/p>\n

    Take a\u00a015-day free trial<\/strong>\u00a0from our\u00a0website<\/strong>\u00a0<\/a>or book a personalized demo to experience its full potential.<\/p>\n

    Explore our\u00a0<\/strong>Blogs<\/strong><\/a>,\u00a0<\/strong>Client Testimonials<\/strong><\/a>,\u00a0<\/strong>Success Stories<\/strong><\/a>,\u00a0<\/strong>Industry Applications<\/strong><\/a>, and\u00a0<\/strong>Video Library<\/strong><\/a>\u00a0<\/strong>to see how businesses are leveraging Maps integration for their Dynamics 365 \/ PowerApps \/ Canvas Apps\/ Dataverse.<\/p>\n

    Have questions?<\/p>\n

    Reach out to our team at\u00a0crm@inogic.com<\/strong><\/a>\u00a0or visit\u00a0Microsoft AppSource<\/strong><\/a>\u00a0to get started today![\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

    [vc_row][vc_column][vc_column_text] Is Your Route Planning Still from 2019? Still juggling spreadsheets, Google Maps, and guesswork to plan your sales or service visits? In 2019, that might have worked. But in a world driven by real-time updates, remote teams, fuel costs, and smarter CRMs, those outdated methods are costing you more than just time. It\u2019s time […]<\/p>\n","protected":false},"author":5,"featured_media":22722,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[],"class_list":["post-22718","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"\nStill Planning Routes in Dynamics 365 CRM like It\u2019s 2019? Discover a Smarter, Faster, Better Way! - Blog | Maplytics<\/title>\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\/still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Still Planning Routes in Dynamics 365 CRM like It\u2019s 2019? Discover a Smarter, Faster, Better Way! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] Is Your Route Planning Still from 2019? Still juggling spreadsheets, Google Maps, and guesswork to plan your sales or service visits? In 2019, that might have worked. But in a world driven by real-time updates, remote teams, fuel costs, and smarter CRMs, those outdated methods are costing you more than just time. It\u2019s time […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-14T09:52:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2025\/07\/Routes-in-Dynamics-365-CRM-Discover-a-Smarter-Faster-Better-Way.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1925\" \/>\n\t<meta property=\"og:image:height\" content=\"1100\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bhakti Rane\" \/>\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=\"Bhakti Rane\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 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\\\/still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/still-planning-routes-in-dynamics-365-crm-like-its-2019-discover-a-smarter-faster-better-way\\\/\"},\"author\":{\"name\":\"Bhakti Rane\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/9a731c872a31517530f85bf8e258c389\"},\"headline\":\"Still Planning Routes in Dynamics 365 CRM like It\u2019s 2019? 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