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Geo-Analytical Dashboard within Dynamics 365 CRM
Be it any entity, opportunity, leads or accounts, Geo-Analytical dashboards provide an easy way to visualize and analyze Dynamics 365 CRM data in real time on a map through the geospatial rendering of data from within the Microsoft Dynamics CRM. The overview is comprehensible enough for any user to gather insights using locational intelligence. Rather than gathering information, time can be utilized to think about what action needs to be taken on critical data.
Maplytics comes with a range of pre-defined dashboard views built for various sales and service modules, designed specifically for different user roles. Beyond the defaults, your team can create and configure dashboards on the go, and at any point, the Bing Maps view, along with plotted leads, can be saved and added directly to a dashboard.
As a manager, when you need a quick view of what is in the sales pipeline or a rough estimate of accounts where deals are yet to be closed, these dashboards give you exactly that, instantly. The visual data helps you outline a sharper marketing strategy and identify where the real market potential lies.
Templates are a great way to save the search criteria in Dynamics 365 CRM. You have the capability to add a template in the dashboard, thereby allowing them to view the saved templates at a glance. This will enable users to visualize the resultant data from the same search frequently, saving them valuable time. Further, the sales team can use this feature to evaluate and build on their to-do list from time to time.
FAQ's
Does any app allow to create dashboard for managers in Dynamics 365 CRM?
With Maplytics users can create dashboards to view Dynamics 365 CRM data plotted on the map for managers as well as any other profiles as per their preferences and requirements.
Can I view my routes on dashboard in Dynamics 365 CRM?
Yes, you can view your routes on dashboard in Dynamics 365 CRM. With Maplytics being a mapping app, you can save your routes as CRM activities and view all the route records assigned to the logged in users in dashboard.
Is there a way to visualize map dashboard in Dynamics 365 CRM?
Maplytics ships with six predefined dashboards that enable you to view the data in a single glance. Instead of collecting or gathering the data, users can take actionable decisions on what to do with the data.
Can I view my Dynamics 365 CRM data in real time on a map?
Maplytics allows you to visualize and analyze Dynamics 365 CRM data real time via dashboards. Dashboard visualization is a comprehensive means to provide in-depth insights into the CRM data.
