With the help of Shape operations user can perform Binary operations on the shapes drawn on the map. While using the plot functions or the Territory management user can select the drawn shapes...
Having the option to perform various actions right through the Detail map makes it much easier for the user to analyze Dynamics 365 CRM data and take necessary actions. There might be Maplytics users from different levels of hierarchy into the organization. In such situations, there might be a need to restrict some Maplytics users from using some of the Maplytics actions.
In one of our blogs of Territory management, we saw how Anna, who is the Sales Manager of her organisation, creates the territories so as to assign them to her field sales team. Later, she uses the Alignment tool to align the created territories so...
Having a quick glance on our last blog, we discussed an instance where Anna is our Sales Manager who is responsible for handling the sales team of her organisation. She looks after assignment of territories to all Salespersons in Dynamics 365 CRM with the help of Maplytics.
With the latest release of October 2018, we have added a whole new section of Territory management into Detail map. We have enhanced Territory management to make the Territory mapping process much easier and precise.
Heat Map is an extremely powerful feature for geo-locational analysis of Dynamics 365 CRM data. It is mostly used for business intelligence data-analysis. Maplytics summarizes Dynamics CRM data and creates insightful geographical Heat Map visualizations for quick decision making.
Users can create a schedule with optimized routes planned for multiple days. All the field personnel from sales or service can use this feature to plan their meetings by creating routes and hence have an automated schedule to follow. This will ensure time-saving, ease of planning, and proper management of field resources.
Concentric Proximity Search was going strong but after analysis, we found scope of improvement in it in our subsequent release. For instance, to search for records nearby an individual record, you had to plot it on map and then set it as your current location after which you could perform proximity search.
Map Clustering may be a small but most strategic feature of Maplytics. It enables user to view closely positioned pushpins into a cluster. When a user has many pushpins in same area, they start to overlap when user zooms out of map, and when they zoom in, they are able to see individual pushpins.
Whether you are a startup or an already established business, measuring the key performance indicators (KPIs) allows you to gain an insight into what matters for the growth of your organization. Microsoft Dynamics 365 being a flexible CRM system allows businesses to either use the out of the box fields for the CRM records or create a custom field for an OOB or a custom records.