How UK Charity ‘Care for the Family’ Streamlined Events with Maplytics in Dynamics 365 CRM

Organizing events in different cities, ensuring staff are available, and figuring out travel plans—it’s not easy!

For Care for the Family, a UK-based charity, this was something they dealt with every day. That is until they found Maplytics, a #1 geo-mapping app that works inside Microsoft Dynamics 365 CRM.

Care for the Family is a national charity that helps families build strong relationships and supports them during difficult times. Their work focuses on three main areas: Couples, Parenting, and Bereavement. To reach as many families as possible, they offer courses, books, and events across the UK. With over 80 employees and many volunteers working in different locations, planning and managing everything smoothly was becoming a real challenge.

But thanks to Maplytics, things got a whole lot easier.

Let’s dive into how this leading location intelligence solution turned Care for the Family’s operations around!

The Challenge: Managing Nationwide Events Efficiently

With over 80 staff members and many volunteers working nationwide, they faced a few key challenges:

1. They needed a better way to see where their supporters were located across the UK so they could offer help in the right places.
2. It was hard to visualize their supporter network on a map, which made planning and outreach difficult.
3. They wanted to promote events to people living nearby, ensuring local families knew about the support available in their area.

Relying on spreadsheets and manual coordination wasn’t cutting it anymore.

They needed a solution that could bring clarity, efficiency, and geographic insight directly into their Dynamics 365 CRM.

In short, they were looking for a smart app that could help them connect with the right people in the right places at the right time.

With such a large footprint, they needed a smarter way to:

1. View and analyze event locations on a map
2. Visualize where their supporters are based
3. Assign team members based on proximity
4. Plan travel routes efficiently
5. Prevent overbooking or mismanagement of regions

The Solution: Maplytics – #1 Location Intelligence Inside Dynamics 365

Easy-to-Understand Maps to Visualize Data:

Maplytics gives Care for the Family a super easy map view where they can see exactly where their team members and clients are located. With just a quick glance, they can pull up more details using pop-up cards or check everything in a list view. They can even sort and filter the data right there to keep things neat and organized.

Smarter Travel Route Planning:

To make travel easier, Maplytics helps them find places nearby and plan the best routes. One of their favourite features is the Drive Time Zone, which shows areas that can be reached within a set travel time. This helps them stay within specific regions and avoid long trips. They also use this when hosting events—so they only invite people who live close to that event location, making sure no one is invited to multiple events by mistake.

Targeted Communication:

When it’s time to promote an event or share updates, the team uses the Marketing List feature. This lets them group certain contacts together and send invites or messages all at once, making communication faster and more focused.

After implementing Maplytics, Care for the Family could now:

1. Visualize data on maps – See contacts, donors, and event locations pinned geographically inside Dynamics 365
2. Optimize travel routes – Reduce travel time for their team using the Route Optimization feature
3. Assign territories smartly – Automatically segment regions based on postal codes and data
4. Manage resources on the go – Use the mobile app to view and update information while traveling

All this helped them better plan events, cut down on logistics stress, and ensure the right team members were assigned to the right places—every single time.

The Outcome: Simpler Event Planning & Smarter Team Allocation

With Maplytics, Care for the Family gained complete visibility into their event landscape. They were now able to:

1. Make data-driven decisions about where to host events
2. Avoid overlapping or missed areas
3. Increase attendance by targeting locations with high supporter density
4. Ensure staff members travel efficiently and cover more ground

In short, they moved from manual guesswork to strategic, map-based decision-making—all within the CRM they were already using.

Want to see similar success with your event or field operations?

Maplytics seamlessly integrates with Dynamics 365 and helps non-profits, field sales, service teams, and marketers make location-intelligent decisions. Whether it’s data visualization, route planning, territory management, or heat map visualizations—Maplytics has got you covered.

The latest fusion of Maplytics and Azure Maps has taken geo-mapping to a whole new level—bringing sharper accuracy, faster performance, and smarter visuals to the game.

But that’s not all!

Maplytics now plays perfectly with Power Apps Canvas Apps, letting you effortlessly map and visualize your Dynamics 365 CRM data right from your mobile or tablet. Whether you’re in the office or on the go, your location insights travel with you.

Want to see it in action?

Take a 15-day free trial from our website or Microsoft AppSource.

Explore our  Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library to see how businesses are leveraging Maps integration for their Dynamics 365 / PowerApps / Dataverse.

Have questions? Book a personalized demo to experience its full potential by reaching out to our team at crm@inogic.com.