{"id":2879,"date":"2016-12-08T10:59:34","date_gmt":"2016-12-08T10:59:34","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=2879"},"modified":"2025-03-20T15:44:41","modified_gmt":"2025-03-20T10:14:41","slug":"save-share-optimized-route-within-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/save-share-optimized-route-within-dynamics-365\/","title":{"rendered":"How to Save and Share Optimized Route Seamlessly Dynamics 365 CRM?"},"content":{"rendered":"
[vc_row][vc_column][vc_column_text]Imagine, an inside sales representative books an important client appointment in Dynamics 365 CRM. The meeting is set, but now the responsibility shifts to the field sales representative, who must visit the customer in person. Here\u2019s where the real challenge begins\u2014seamless coordination between inside and field sales teams. Without proper alignment, missed appointments, last-minute rescheduling, and communication gaps can create unnecessary hurdles. So, how can businesses ensure a smooth collaboration between these teams to enhance efficiency and customer satisfaction? Let\u2019s explore.<\/p>\n

Maplytics\u2122<\/a> new version is adept at helping in such situations with its Save and Share route functionality. This new functionality enables Dynamics 365 CRM users to save plotted and scheduled routes as a Dynamics CRM activity, which can be shared through email as well. This way, sales reps can\u00a0schedule multiple appointments<\/a> with customers, create an optimized route for it, and share it with their associate field salesperson via email.\u00a0With Dynamics 365 Route Optimization, sales teams can efficiently plan their client visits, ensuring minimal travel time and maximum productivity.<\/p>\n

Meet Alex, an inside sales representative who has mapped out a client\u2019s location using Bing\/Azure Maps. Now, he wants to share the optimized route with his team and save it for future reference. But how can he do this efficiently within Dynamics 365 CRM? Let\u2019s find out.<\/p>\n

Steps to Save and Share Optimized Route:<\/strong><\/h5>\n

Using Maplytics Alex will:<\/p>\n

    \n
  1. Add multiple data points into the direction manager and build a route. Alex can further optimize route or see traffic data using different Options like Shortest distance, Avoid Highways, Avoid toll roads, etc. as shown in the screenshot below.<\/li>\n<\/ol>\n

    \"save<\/p>\n

    2. To share the plotted route with his team, Alex Clicked on the Email<\/strong> option as shown in the screenshot below<\/p>\n

    \"2\"<\/p>\n

    3. This will open up an email template with a short link for the route. Links are different for Desktop and Tablet\/Mobile access. Alex can choose any record from Dynamics 365 to share this route.
    \n\"3\"<\/p>\n

    4. If Alex wants to save this route for future reference to be accessed on some other day, please click on the \u2018Save\u2019 <\/em><\/strong>button as shown in the screenshot below.
    \n\"Optimized<\/p>\n

    5. While saving Alex filled in the details like Name, Date, and Owner. Alex can use the Owner field when he like to assign this route to any other Dynamics CRM user for sharing directions within Dynamics CRM. The Routing Management for Dynamics 365<\/strong> feature allows him to use the Owner field to assign the route to another Dynamics 365 user for seamless collaboration.
    \n\"Route<\/p>\n

    6. Now to access Saved Route, Alex fills in the date range and click on \u2018Search\u2019<\/em><\/strong>\u00a0<\/em>to find the list of all saved routes between the defined date range.
    \n\"Route<\/p>\n

    7. Alex clicks on the route name to repopulate the route.
    \n\"Route<\/p>\n

    Simple, isn\u2019t it?<\/p>\n

    Conclusion<\/strong>:<\/h4>\n

    With Maplytics\u2122 Save and Share Route<\/a> functionality, Alex can now streamline coordination between inside and field sales teams effortlessly. By saving optimized routes within Dynamics 365 CRM and sharing them via email, he ensures that field representatives have clear, accessible directions, reducing delays and missed appointments. This not only enhances productivity but also improves customer interactions by ensuring timely visits. With a simple yet effective solution, Alex and his team can now focus more on closing deals and less on logistical challenges\u2014making sales operations smoother and more efficient than ever!<\/p>\n

    What\u2019s More?<\/strong><\/p>\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>.[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"

    There are several scenarios where inside sales representatives book appointments within Dynamics CRM while field representatives have to visit these customers. 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