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Territory, Field Service Power Apps MappyField 365

AppJetty

Geo-analytical App for PowerApps(CDS) to visualize data on a map and give a boost to your sales

MappyField 365, a diligently developed plugin, offers Dynamics 365 CRM data visualization on the map with support for Power Apps. It helps you to map and plot Dynamics 365 records. Get detailed information about your market geography, prospects’ locations, and much more with features like route optimization, heat map visualization, territory management, etc.

Note: If you have an Offline (On-Premises) Integration, you would need to visit Appjetty for trial.

Product Features

  • Territory Management: Create territories by region, drawing, and shape files 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: Create area-wise heat maps, pie and column charts to make data-driven decisions in real-time.
  • Route Optimization and Sharing: Create and share optimized routes with your on-field team members to help them cover more customers in less time.
  • Reporting and Analytical Dashboard: Analyze the market in detail with multiple geo-analytical dashboards such as overview, sales activity, and sales performance to help 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.
  • Check-in / Check-out: Get an overview of your on-field team members in real-time as they check-in/check-out of all types of activities like appointments, service activity as well as custom activity.
  • User Level Configuration: Share data securely among your team using security templates with personalizations like auto zoom, default location, etc.
  • Map Your Records: Plot CRM entities on the map and view the desired data with MappyField 365. View data with filtered views based on Region, Drawing, Territory, Proximity, and Users/teams.
  • Locational Targeted Marketing: Give the marketing department the right data of the highest-grossing clients and areas and let them do the rest.
  • Team Productivity: Enhance your team’s performance with route optimization and sharing, territory management, etc.
  • Mobile and Tablet Support: Now manage your sales, territories, and more from your mobile itself using MappyField 365 available in unified interface view.
  • Multi-Language Support: Our plugin supports multiple languages like Spanish, Greek, French and many more.
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