Find Customers near you
Pinpoint every lead and opportunity within your chosen distance/ travel time, turning nearby data into instant action.
Radius/Proximity Search in Dynamics 365 CRM
Finding Clients/Leads/Opportunities Nearby
Maplytics offers Radius/Proximity Search, a powerful feature within Microsoft Dynamics 365, that helps you maximize your time in the field.
Imagine arriving for a client meeting only to find it canceled. Instead of losing valuable hours, Radius Search allows you to enter your current location and define a travel distance/time. Within seconds, it displays all nearby clients or prospects, enabling quick rescheduling or setting up new meetings on the go, as per availability.
This smart location-based capability helps sales and service professionals stay productive, reduce idle time, and capitalize on unexpected schedule changes as new opportunities. They can provide their GPS location to Maplytics in the Dynamics 365 Mobile App on their laptop, tablet, or mobile, and visualize the Dynamics 365 CRM data on the map.
How does Radius Search function?
Radius Search in Microsoft Dynamics 365 CRM enables you to filter and visualize records within a defined proximity of your current location.
By entering a specific distance or radius in kilometers or miles, you can instantly view client records that meet set criteria, such as “expected revenue” within an X-mile range. The feature plots all relevant records on the map and organizes them by the selected category, making it easier to prioritize and plan visits strategically.
You can also plot Dynamics CRM records that are within a convenient travel time by providing the intended travel time in hours/minutes, with/without traffic conditions. This feature provides clear, data-driven insights to help teams target the nearest clients at the right time.
How to take the plotted Dynamics 365 records ahead?
The users can view both the shortest travel distance and the straight-line (line-of-sight) distance to all records plotted on the map in Microsoft Dynamics 365 CRM. This allows you to identify the most promising prospect from categorized data and optimize your/your reps’ travel route efficiently.
If no existing or potential clients are available within the specified radius/time, the feature clearly reflects that, helping you make quick and informed decisions about the next steps in the schedule.
How to deal with the clients’ absence within the specified radius?
In such a situation, you can explore further by doing a Concentric Proximity Search on Microsoft Dynamics 365 CRM data. Using this extended feature of Radius Search, you can input up to three radii and search the client records within the circumference formed by the three radius values. Concentric proximity highlights the data zone in distinct colors for different radii. To view the distance of various CRM records from the current location, you need to hover over the pushpins of the plotted records. This enables you to do a relative analysis of data and choose the area that suits the plan at that moment.
Radius/Proximity Search empowers quick decision-making, boosts independence, optimizes time and effort, and drives meaningful business impact within Microsoft Dynamics 365.
FAQ's
How can I find nearby Dynamics 365 CRM records on map around my location?
Radius Search feature of Maplytics allows you to plot records in certain proximity or concentric proximities for Dynamics 365 CRM data.
Can I find Dynamics 365 records on map that lie in shortest travel distance?
Maplytics allows you to locate Dynamics 365 CRM records that lie in the shortest travel distance from your current location.
Can I locate Dynamics 365 CRM records on map that lie within a certain travel time?
Proximity Search feature of Maplytics allows you to locate records that lie within a certain travel time from reference location in Dynamics 365 CRM.
Is it possible for me to view Dynamics 365 CRM records’ straight distance from current record?
Yes, with Maplytics you can view the line-of-sight distance from point of reference selected in Dynamics 365 data.
