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Quick Maps

AppJetty

5.0 (1)

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

  • Note: The Free Trial option on AppSource will work for Online (On-Demand) CRM Integrations. If you have an Offline (On-Premises) Integration, you would need to visit https://www.appjetty.com/dynamics-crm.htm and opt for trial from there.

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

Product Features

  • Geo-Analytical Dashboard: Quick Maps provides three predefined dashboards for various sales and service modules based on user roles and mapped entity. These dashboards provide users with an overview of the daily and monthly team activities.
  • Map Your Data: Plot multiple CRM entities on the Map using our Dynamics CRM Map Integration. You also get the summary of your plotted records on the map. Additionally, you can generate heat maps with more records.
  • Filter Data: You can filter the data based on the region, drawing, sales territories, or category. Additionally, the user can also find nearby records with Concentric Proximity Search.
  • Action Buttons: Perform necessary CRM actions directly with the Microsoft Dynamics CRM Mapping Plugin using associated action buttons with the detailed record view.
  • Reach your Customer: You get multiple options with the optimized route feature which enables the users to reach their customers in the shortest span of time possible. Users also get direction based on transportation mode. You can share, print and save the route for future. You can also swap or clear the point of waypoints based on the requirement.
  • Save map templates and locations: Save your mapping configurations and locations in Quick Maps so that you don’t have to go through the whole process again. Saved locations or configurations are easily accessible and can be manipulated based on the requirement. You can also get the POI locations based on the current location.
  • Data Grid: Access all records easily with the data grid of Quick Maps. You can navigate to CRM, change the owner of the record, manage territory for a record, export data in excel and pdf format, print data, copy or delete a record. Moreover, you can filter the data grid as well.
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