Field Sales for Dynamics 365 - Built for Field Sales Teams

It is built for organisations that want high performing field sales staff that maximise operational efficiency & profitability.

Features

• Route planning & optimisation: Minimise & optimise journey time, find nearby records and leads along the route.
• Territory management: Manage territories like a pro with features like custom territory creation, territory optimisation, etc
• Calendar integration: See your calendar & plan your day
• In-depth data search: Search records based on proximity, radius search etc
• Take customer notes: Easily record data against a record direct from the map
• Log-in / Log-off & Check-in / Check-out (Lone Worker): Provide your lone workers with 24/7 safety monitoring from their smartphone
• Import 3^rd part data: Import OCG files, excel & other external data
• Easy 1-click actions: Trigger processes or workflows direct from within the map.
• Query builder: Create ‘if this, then that’ queries on any data within Dynamics 365
• Upload geotagged images: Store location-tagged images to a record
• Map CRM data: Geocode, plot, colour code your Dynamics 365 data
• Customer broadcast (Marketing): Use mass actions to quickly send communications to customers
• Geofence areas of interest:
• Share maps externally: Share modern day mud-maps with external parties
• Draw, annotate and measure tools: Draw and place custom icons on the map to communicate
• Custom map pins and markers: Use custom pins & markers to
• Heat-maps and map visualisations:
• Power BI integration: See Power BI data direct within the map
• Supports CDS

Available on Native mobile app (iOS & Android).

Keywords: Map, Outside Sales, Field Sales, Field Marketing, Field workers, Door to Door Sales, Sales Representative