{"id":5968,"date":"2018-07-27T15:58:44","date_gmt":"2018-07-27T10:28:44","guid":{"rendered":"https:\/\/www.maplytics.com\/?p=5968"},"modified":"2018-07-27T15:58:44","modified_gmt":"2018-07-27T10:28:44","slug":"plan-right-travel-route-maps-integration-within-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/plan-right-travel-route-maps-integration-within-dynamics-crm\/","title":{"rendered":"Plan the right travel route with Maps integration within your Dynamics CRM"},"content":{"rendered":"<p>If you can use Maps for personal use then why not for your business? Let&#8217;s explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today&#8217;s focus would be on Tours and travel industry, let&#8217;s see this with a use case.<br \/>\nSuppose, you have a travel agency which offers Bus services and uses Dynamics CRM to store passenger&#8217;s details. You have pre-defined pickup points from where the passengers will take the Bus. In this scenario, let&#8217;s see how Maplytics can help you:<\/p>\n<p style=\"text-align: justify;\">You would store passenger&#8217;s details in \u2018Contact&#8217; entity with their addresses in Microsoft Dynamics 365 CRM. Create a custom entity to store passenger\u2019s pick up points, say for example, \u2018Pickup Points&#8217; entity with the addresses of pick up points. Maplytics allows you setup <a href=\"https:\/\/www.maplytics.com\/miscellaneous\/bridge-gap-dynamics-365-bing-maps-maplytics-entity-maps\/\" target=\"_blank\" rel=\"noopener noreferrer\">OOB &amp; Custom Entities<\/a><span style=\"color: #000000;\"><b>\u00a0<\/b>in Entity Maps.<\/span><\/p>\n<p style=\"text-align: justify;\">Now, if the passenger is new to the area and has no idea how to reach at the nearest pickup point. You can help those passengers to get the route to the specific pick up points with the help of Maplytics. Let&#8217;s see how I can achieve this?<\/p>\n<p style=\"text-align: justify;\">I can plot the contact on the map as shown in below screenshot. Say I have a contact named as \u2018Alex&#8217; for which I need to find the nearest pick up from where Alex can catch up the Bus.<\/p>\n<p style=\"text-align: justify;\">I plot \u2018Alex&#8217; on the detail map by clicking the Map button as shown below:<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-5969\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Route Finder Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM.png\" alt=\"Route Finder Dynamics CRM\" width=\"740\" height=\"280\" \/><br \/>\nIt plots Alex\u2019s location on a map as below:<br \/>\n<img decoding=\"async\" class=\"aligncenter wp-image-6008 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Route optimization Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM2-1.png\" alt=\"Route optimization Dynamics CRM\" width=\"642\" height=\"358\" \/><br \/>\nNow, I can set Alex location as current location by right clicking on pushpin and select \u2018Set As Current Location\u2019 as shown in the below screenshot:<br \/>\n<img decoding=\"async\" class=\"aligncenter wp-image-6009 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Route Planning Solution Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM3-1.png\" alt=\"Route Planning Solution Dynamics CRM\" width=\"1437\" height=\"791\" \/><br \/>\nIt will set the current location in Plot card and I can enter proximity value to search pick up points within proximity defined as below:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-6010 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Route Mapping Dynamics CRM\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM4-1.png\" alt=\"Route Mapping Dynamics CRM\" width=\"342\" height=\"492\" \/><br \/>\nIt will search the pickup points around Alex\u2019s location as shown below and I can choose the nearest pickup point for Alex.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-6011 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Dynamics CRM Route Map\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM5-1.png\" alt=\"Dynamics CRM Route Map\" width=\"1435\" height=\"795\" \/><br \/>\nTo plot the route, I need to right click &amp; add Alex\u2019s location as \u2018set as origin\u2019 and nearest pickup point as \u2018set as destination\u2019 and &amp; then I need to click on \u2018Go\u2019 to plot the route!<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-6012 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Dynamics CRM Route Map\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM6.png\" alt=\"Dynamics CRM Route Map\" width=\"1429\" height=\"797\" \/><\/p>\n<p>I can even send this route via email to Alex. So, that he can follow the route to reach out to the pickup points.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-5974 size-full\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" title=\"Dynamics CRM Bing Maps Integration\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2018\/07\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM5.png\" alt=\"Dynamics CRM Bing Maps Integration\" width=\"1403\" height=\"616\" \/><\/p>\n<p style=\"text-align: justify;\">This is just one small example how Maps Integration with Dynamics CRM can help you plan your business activities in a better way.<\/p>\n<p style=\"text-align: justify;\">Maplytics is a leading Certified for Microsoft Dynamics 365 (CfMD) geo-analytical app that provides powerful map visualization and routing capabilities within Dynamics CRM to offer insightful location-based business insights. With Maplytics the Field Sales and Service Reps can create <a href=\"https:\/\/www.maplytics.com\/map-optimize-route-dynamics-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">optimized routes<\/a> to save mileage and reduce traveling costs. They can further choose to save and share the optimized routes with other users either through email or directly saving the route in Dynamics 365.<\/p>\n<p style=\"text-align: justify;\">Apart from routing features Maplytics offers a plethora of useful features like Appointment Planner, Proximity Search based on Distance and Time, Concentric Proximity Search based on Distance, Along the Route Search, Analytical Dashboards, and Territory Mapping &amp; Management, an organization, can drive better sales, improve business processes and engage right customers at the right time.<\/p>\n<p style=\"text-align: justify;\">Get your free TRIAL today from our <a href=\"https:\/\/www.maplytics.com\/maplytics-download\/\" target=\"_blank\" rel=\"noopener noreferrer\">Website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft AppSource<\/a>!<\/p>\n<p style=\"text-align: justify;\">Happy Mapping!<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you can use Maps for personal use then why not for your business? Let&#8217;s explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today&#8217;s focus would be on Tours and travel industry, let&#8217;s see this with a use case. Suppose, you have a travel agency which offers Bus services and uses Dynamics CRM to store passenger&#8217;s details.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[52],"tags":[218,149,186,200,219,220],"class_list":["post-5968","post","type-post","status-publish","format-standard","hentry","category-miscellaneous","tag-bing-maps-integration-dynamics-crm","tag-maps-dynamics-crm","tag-maps-integration-dynamics-crm","tag-route-mapping-dynamics-crm","tag-routing-solution-dynamics-crm","tag-turn-by-turn-navigation-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Plan the right travel route with Maps integration within your Dynamics CRM - 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\/plan-right-travel-route-maps-integration-within-dynamics-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Plan the right travel route with Maps integration within your Dynamics CRM - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"If you can use Maps for personal use then why not for your business? Let&#039;s explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today&#039;s focus would be on Tours and travel industry, let&#039;s see this with a use case. Suppose, you have a travel agency which offers Bus services and uses Dynamics CRM to store passenger&#039;s details.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/plan-right-travel-route-maps-integration-within-dynamics-crm\/\" \/>\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=\"2018-07-27T10:28:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"498\" \/>\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\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Plan the right travel route with Maps integration within your Dynamics CRM\",\"datePublished\":\"2018-07-27T10:28:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/\"},\"wordCount\":574,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/07\\\/Plan-the-right-travel-route-with-Maps-integration-within-your-Dynamics-CRM.png\",\"keywords\":[\"Bing Maps integration Dynamics CRM\",\"Maps Dynamics CRM\",\"Maps Integration Dynamics CRM\",\"Route Mapping Dynamics CRM\",\"Routing solution Dynamics CRM\",\"Turn by Turn Navigation Dynamics CRM\"],\"articleSection\":[\"Miscellaneous\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/plan-right-travel-route-maps-integration-within-dynamics-crm\\\/\",\"name\":\"Plan the right travel route with Maps integration within your Dynamics CRM - 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Let's explore one more industry today on how Maps integration with Dynamics 365 CRM using Maplytics helps us to improve Customer Satisfaction. Our today's focus would be on Tours and travel industry, let's see this with a use case. 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