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Maplytics: Map, Route, Territory Management, Radius Search, Appointment Planner for Dynamics 365 CRM

Автор: Inogic

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Эти предложения демонстрируют расширенные технические возможности и успешно применялись клиентами
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Integrate Bing Maps with Dynamics 365 CRM to visualize data on a map & gain geo-analytical insights

Leverage the power of location intelligence to enhance your business operations by seamlessly mapping Microsoft Dynamics 365 CRM records on Bing Maps. Analyze geographical data associated with records to facilitate critical actions such as pre-scheduling appointments based on client availability, optimizing travel routes, and creating and managing balanced sales territories. Efficiently search for leads and clients within proximity, ensuring a more streamlined and strategic approach to your business processes.

Maplytics is compatible with all Dynamics 365 modules, with Dataverse support, and can be deployed across online and on-premise environments. Enjoy seamless access on Android, iOS, Windows mobile, or tablet.

For more on Maplytics, its industrial applications, and unique features, visit our website and explore our engaging blogs, video library, success stories, and client testimonials.

Contact us at crm@inogic.com to get a personalized demo and to have your mapping requirements addressed by our team of technology experts.

Avail our 15-day FREE trial or Click for a Custom Quote as per requirements!

Maplytics is also available for PowerApps/Dataverse, click here to download it!

Key features of Maplytics:

  • Map CRM data: Geocode and plot categorized records with, custom pushpins on a map
  • Sales territory management: Auto-create territories, perform binary operations, and assign territories to records with assignment rules
  • Auto scheduling: Pre-plan multi-day and recursive appointments for multiple users as per client availability and technician’s skills
  • Route optimization: Plan travel routes with turn-by-turn navigation directions for Google Maps, Apple Maps, and Waze App
  • Radius/ Proximity search: Find records in specified radii or travel time around a location
  • Real-time tracking: Track field reps in real-time and save travel history
  • Check-in/out: Used by field reps on mobile from meeting locations with Geofencing. Share notes and attachments for quick assistance
  • PCF control: Add components on fields, and perform actions with multi-search and multiple proximities on displayed records
  • PCF Control in Portal/ Power Pages: Interact with a map integrated into a Website and leverage its data visualization capabilities
  • Overlay: Plot records, shape/excel files, territories, and ESRI ArcGIS feature layers on the map
  • Security template: Provide selective access to Maplytics actions to users or teams
  • Marketing management: Create geographically targeted Marketing Lists on the map
  • Mass actions: Save views, send bulk emails, export data to Excel, and more
  • Heat map visualization: Analyze CRM data on a map through its color intensity & pie/column graphs
  • MapPoint Alternative: Maplytics is a preferred solution for upgrade and replacement of Microsoft MapPoint in Dynamics 365 CRM

Maximize returns of your Dynamics 365 investments with integrated maps:

  • Slash mileage 10-30%, boost touchpoints 30-40%
  • Save 1-2 hours or $800/month on business travel
  • Reduce territory management process from 4-5 days to a few hours

Supported languages:

English, Spanish, French, German, Portuguese, Arabic, Hungarian, Dutch, Polish, Russian and Turkish

How Maplytics Supercharged our Clients' Dynamics 365 CRM - Real-World Stories:

Explore Inogic’s extensive suite of over 15 apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!

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