Stay Organised with Maplytics Appointment Planner in Dynamics CRM

By | May 10, 2016

The secret to the most successful Sales Reps is that they are very organized. Not just in their daily workflow but also their appointments.

What separates the successful Sales Rep and a struggling one is how well a Sales Rep is able to manage his appointments.

Microsoft Dynamics 365 is robust CRM system and is already being used by many sales enabled organizations across the world. Dynamics CRM provides the Sales Team with the ability to schedule and manage appointments.

However, power users need more than what Dynamics CRM offers and need a way to schedule and manage their appointments with geographical context.

Maplytics is a leading geo-analytical solution that is Certified for Microsoft Dynamics 365 and offers appointment planning features that can improve the productivity of sales reps by empowering them with locational intelligence.

The Appointment Planner feature in Maplytics allows Sales Reps to not just visualize their appointments but also create a route directly from the dashboard view by using the ‘Show Route’ button. To add/remove appointments, the Sales Reps can expand the dashboard which opens the Detail Map with the appointments visualized.

Get quick insights with Appointment Planner dashboard

The Appointment Planner dashboard visualizes the appointments further categorized and color coded based on the priority. The Sales Reps can click on a pushpin to get more info about a particular appointment.

Appointment Planner for Dynamics CRM/Dynamics 365

This allows the Sales Reps to get a quick overview of the appointments planned for the day.

Directly create a route with SHOW ROUTE button

The Sales Reps can choose to create a route directly from the Appointment Planner dashboard by using the Show Route button. The route will be created with route settings configured for that particular user.

Route Optimization in Dynamics CRM

Having the ability to create a route directly from the dashboard can help the Sales Reps to get started and hit the road as soon as possible.

Create Optimized routes in Dynamics CRM

Expand the dashboard to visualize and perform actions on Appointments

The Sales Reps can also expand the dashboard to a Detail Map and perform actions and add/remove appointments. This can be done by using the Expand Map button.

Map dashboards in Dynamics CRM

On click of this button, the Detail Map opens up with Appointment and Appointment Planner selected in the Datasource. Also, a Category legend card opens up that allows the Sales Rep to select/deselect the category to be visualized.

Dynamics CRM appointments on map

Quickly access the Appointment information and perform an action with Tooltip Card

The Sales Reps can get more information about particular appointments and also perform a quick action on a particular appointment like Change Owner, Open Record, Plot Related Record and Execute Workflow.

Visualize Dynamics CRM data on map

Add to Route Mass Action to quickly add the appointments to the route

The Sales Reps can further use the Add to Route mass action to add the plotted appointments as waypoints in the Directions card.

Analyze Dynamics CRM data on map

By getting optimized directions, the Sales Reps can reduce their travel time and increase their on-time performance.

Suggested Reads:

Maplytics is a leading geo-analytical app for Dynamics 365 and is one of the first mapping solutions to be Certified for Microsoft Dynamics 365 (CfMD). Maplytics provides powerful map visualization and routing capabilities within Dynamics 365 to offer insightful location-based business insights. By using the powerful feature of Maplytics like Appointment Planner, Route Optimization, Proximity Search based on Distance and Time, Concentric Proximity Search based on Distance, Along the Route Search, Analytical Dashboards, and Territory Mapping & Management, an organization can drive better sales, improve business processes and engage right customers at the right time.

Get your free TRIAL today from our Website or Microsoft AppSource!

Happy Mapping!

 

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