Sushma & Parth – Maps for CRM Location Intelligence Simplified Geo-Analytics,Routing,GeoSearch – YouTube

“A quick demonstration of using Maps seamlessly within Dynamics 365 CRM / Power Apps using the power of Maplytics™, a preferred app on Microsoft AppSource for Dynamics 365 CRM.

Some of the prominent features which we will go through in the webinar are:
1. Radius Search: Perform proximity search on nearby locations with shortest travel distance and line-of-sight distance.
2. Optimized Routing: Create optimized routes for your reps to meet them with turn-by-turn navigation using Google Maps or Waze App.
3. Shape File Integration: Overlay Dynamics data shape files as well as the metadata included over the geographical boundaries defined by the shape.
4. Location Marketing: Launch marketing campaigns for regions to generate leads and prospects.
5. Map Controls and Dashboards: View Dynamics 365 data right within the CRM without switching screens.
6. Heat Maps: Visualize and analyze the complex density of data spread with Pie-Chart and Column-Charts.
7. Territory Management: Manually or auto-create and analyze Sales territories and distribute them among your reps as well as align territories for even work distribution.
8. Auto Scheduling: Create an automated schedule for multiple reps at once to meet appointments over a span of days with optimized routes.

Along with this, we will have a quick walkthorugh of our other 13+ Microsoft Preferred Apps like InoLink, Click2Clone, Click2Export, Attach2Dynamics, SharePoint Security Sync, Alerts4Dynamics, User Adoption Monitor, Kanban Board, Round Robin Routing, Assign, Map My Relationships, Auto Tax Calculator, Subscription Management, Recurring Billing Manager for Dynamics 365 CRM / PowerApps.”

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Author: Scottish Summit

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