Know the 'Where' aspect of data

The locational aspect of data aids in scripting market-oriented strategies. Visualize the clients on the map and aid the process

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Map CRM Data

Visualizing Dynamics 365 CRM data based on Location

Maplytics allows you to plot Dynamics CRM data on map using plot functions based on location, region, drawn shapes, territories and saved templates. You can do strategic analysis by plotting Entities with their views on the maps in Dynamics 365 CRM. Concentric Proximity/Radius Search based on distance/time can be done within the defined radius or time. Here, you can save time by plotting saved templates directly. This geographically dispersed data can be visualized using Maplytics right on the map. You are also allowed to resize you data grid to view desired proportion of map and data grid by dragging to expand it or collapse it as per your visualization needs.

Regional Analysis of Dynamics 365 CRM data

For a broader view of map in Microsoft Dynamics 365, data based on City, State, County, Postal/Zip Code, Postal Code Sector, Country, etc. can be plotted. As Maplytics provides seamless map integration with Bing Maps it aids the users to plot Dynamics 365 CRM entity records via geographies. Users can also see the summary of data spread in Summary Card by clicking on particular region. The attributes to be displayed on Summary Card can also be customized.

Overlay

Perform comparative analysis of Dynamics 365 CRM data on map by plotting layers. Viewing layers of plotted data makes your decision making robust by better visualization. Using Overlay, you can plot Shape files or territories. These shape files should be saved in a territory to be visible in the list of shape files. Along with this, you can also view the data records from the map.

View territories right on map

Plotting shape files/territories boosts the decision-making capabilities of users by analyzing data distribution on map. The users can use alignment tool on these files within Microsoft Dynamic 365 CRM and select Shape files and multiple geographical shapes to create or align territories. By using alignment tool users can perform multiple actions like ‘select, deselect, select all and delete’ on the plotted shape files/territories.

FAQ's

Can I view individual territories assigned to the records on map?

Yes, you can quickly view the individual territories saved within the CRM on map with our mapping app Maplytics. Moreover, you can also view Dynamics 365 CRM records assigned with the respective territories.

Can I view my CRM data, territories and shape files together on map?

With the overlay feature of Maplytics you can view the records, territories and shape files together on map. This give the capability to the users to make strategic decisions regarding what campaigns or activities they want to perform with their Dynamics 365 CRM data.

Can I visualize Dynamics 365 data based on regions?

Yes, Maplytics allows you to plot existing Dynamics 365 CRM records into regions like City, State, County, etc. on map and see in what regions they lie. This allows to further define the regions into geographies and draw territories out of these geographies.

How to visualize Dynamics 365 CRM data on map?

With Maplytics you can visualize the CRM data on map plotted as pushpins based on their latitude and longitude. This gives you the capability to locate any Dynamics 365 CRM data on map quickly and apply multiple Maplytics actions on them.