AppSource
Skip to main content

EasyTerritory

EasyTerritory

Leading mapping software for sales territory management within Dynamics 365 and Excel.

EasyTerritory is the leading web-based mapping software for sales territory management, service-sector productivity and spatial business intelligence for Microsoft Dynamics 365 and Excel. Have Dynamics 365? Press ‘GET IT NOW’. Don’t have Dynamics 365? Email us at sales@easyterritory.com to get a free trial!
Integrates with Dynamics 365 (online and on-premises), and Dynamics CRM 2011-2016.
*The EasyTerritory managed solution includes a FREE US ZIP Code data set that can be auto-populated in Dynamics 365*

Territory Mapping Features:

  • Integration: Map Leads, Accounts, Opportunities, and any other entity or custom entities data.
  • Territory Management: Build territories from US ZIP Codes, counties, states and other political boundaries. EasyTerritory also includes postal codes from additional countries.
  • Auto-Build & Realign Territories: Automatically or Manually build and realign territories with optimization tools.
  • Business Intelligence: Overlay business data from Dynamics 365 to get valuable business-intel with classifications, filtering and instant statistics.
  • Scheduling and Routing: Create schedules, route services and sales activities.
  • Export to Marketing List: Select records on a map and export results to a Marketing List.
  • Mobile Mapping: Create map views for access on mobile phones in the field.
  • Upload Your Data: Import address information from an Excel or CSV document.
  • GIS Integration: Support for overlaying additional geographic data sets.
  • Dashboard: Embed EasyTerritory maps within a Dynamics 365 dashboard or entity form.
  • Leading MapPoint Alternative: EasyTerritory is the leading MapPoint upgrade and replacement.

Managed Solution Features:

  • FREE: US ZIP Code data set including Latitude and Longitude.
  • Geocode Workflow Plugin: Geocode records using Bing Maps in any entity that include an address, city, state or postal code fields.
  • Location Lookup Workflow Plugin: Lookup and populate a field in your entity with the specific territory name that the records are located in from an EasyTerritory project.
  • Map View Builder: Map records from multiple entities at a time.
  • Bulk Workflow Execution Utility: Bulk execute a workflow on all records from an entity.


For more information please visit us at www.easyterritory.com

https://publishingstoredm.blob.core.windows.net/prodcontent/D6191_publishers_easyterritory/easyterritory:5Fdynamics/ee02d0a5-1dda-4a79-9365-5c350d3f17a2.png?sv=2014-02-14&sr=b&sig=t5ujIMBDTwffaFAy0F%2Fci3OrJVRoQolL%2BLcseJWNJYQ%3D&se=2020-02-05T20%3A18%3A25Z&sp=r
/images/videoOverlay.png
https://publishingstoredm.blob.core.windows.net/prodcontent/D6191_publishers_easyterritory/easyterritory:5Fdynamics/ee02d0a5-1dda-4a79-9365-5c350d3f17a2.png?sv=2014-02-14&sr=b&sig=t5ujIMBDTwffaFAy0F%2Fci3OrJVRoQolL%2BLcseJWNJYQ%3D&se=2020-02-05T20%3A18%3A25Z&sp=r
/images/videoOverlay.png
https://publishingstoredm.blob.core.windows.net/prodcontent/D6191_publishers_easyterritory/easyterritory:5Fdynamics/698491b0-0674-4ddf-8632-9216d78b8efa.png?sv=2014-02-14&sr=b&sig=7SLW6QZRMka71p98wk5eweAe%2BGKOfwLhXBTq3ffBMxA%3D&se=2020-02-05T20%3A55%3A23Z&sp=r
/images/videoOverlay.png
https://gallery.azure.com/artifact/20151001/easyterritory.easyterritory_dynamics.1.0.2/Artifacts/SampleImage/0910a0a5-983d-4de4-944d-0b2cc80f4079.png
https://gallery.azure.com/artifact/20151001/easyterritory.easyterritory_dynamics.1.0.2/Artifacts/SampleImage/2e9ee8f5-8426-486d-9b41-39aef622105d.png
https://gallery.azure.com/artifact/20151001/easyterritory.easyterritory_dynamics.1.0.2/Artifacts/SampleImage/8300d63d-9b18-46b5-94c9-7153f10f50cd.png
https://gallery.azure.com/artifact/20151001/easyterritory.easyterritory_dynamics.1.0.2/Artifacts/SampleImage/565f2b0c-c2cd-46b5-b431-5a2088f865db.png
https://gallery.azure.com/artifact/20151001/easyterritory.easyterritory_dynamics.1.0.2/Artifacts/SampleImage/dddb6f6f-4da2-47be-98dc-e093b9e3f103.png