Territory, Field Service - Bing Map MappyField 365

oleh Biztech Consulting & Solutions

(14 peringkat)

MappyField 365 is a Dynamics 365 Map Integration Plugin. It helps to plot your CRM data on the map.

MappyField 365 is a diligently developed plugin that offers Dynamics CRM data visualization on the map with multi-language support. It helps CRM users envision Dynamics CRM data on Map and plot different records. With this Dynamics CRM mapping plugin, users can get detailed information about their market geography and prospect locations. The Heat Map feature helps them understand the regions where most of their customers are located.

Note: For Offline (On-Premise) Integration, visit AppJetty (a Biztech venture) for trial.

Product Features

  • Territory Management: Create territories by region, drawing, and shapefile including .CSV files and assign them right from the map to your team members. Auto-assign the territory based on the location while creating a new record for an account/contact in the CRM.
  • Heat Map Visualization: Visualize and analyze the CRM data in real-time with heat maps. Create area-wise heat maps, pie and column charts to take data-driven decisions.
  • Route Optimization and Sharing: Create and share optimized routes with your on-field team members. Help them find nearby customers in their territory to cover more customers in less time.
  • Reporting and Analytical Dashboard: Get a smart overview of sales activity, open leads, follow-up data, and performance and Plan your daily or monthly activities.
  • Advanced Search: Search by region, shape, and proximity and create a category/attribute specific view of multiple plotted entities on Dynamics CRM map integration.
  • Check-in / Check-out: Get an overview of your on-field team members in real-time as they check-in/check-out of their tasks, appointments, service activity, and custom activities.
  • User Level Configuration: Share your data securely with your team members using security templates. And configure small details like auto zoom, default location to personalize your map view.
  • Map Your Records: With our Dynamics 365 map, plot multiple CRM entities on the map and view the desired data. View data with filtered views based on Region, Drawing, Territory, Proximity, and Users/teams.
  • Enhanced Team Productivity: Enhance your team’s performance with route optimization and sharing, territory management, etc.
  • Detailed Market Analysis: Analyze the market in detail with multiple geo-analytical dashboards like overview, sales activity, and sales performance.
  • Locational Targeted Marketing: Give the marketing department the right data of the highest-grossing clients and areas and let them do the rest.
  • Multi-Language Support: Our plugin supports multiple languages like Spanish, Greek, French and many more.