EasyTerritory is the leading SaaS mapping software for sales territory management, field service capacity planning, spatial business intelligence and salesperson productivity.

EasyTerritory integrates with Dynamics 365 (online and on-premises), and Dynamics CRM 2011-2016. Optionally, EasyTerritory can be used without Dynamics 365 using Excel upload or data ingestion service.

Territory Mapping Features:

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 , hotspots, and instant statistics.
Scheduling and Routing: Create schedules, route services and sales activities.
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.
Dynamics 365 Integration: Map Leads, Accounts, Opportunities, and any other entity or custom entities data.
Export to Dynamics 365 Marketing List: Select records on a map and export results to a Marketing List.
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.

Dynamics 365 Managed Solution Features:

Postal Code Data: 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

EasyTerritory for Dynamics 365 - Maps for Sales and Field Service

EasyTerritory