{"id":2736,"date":"2016-05-10T18:32:31","date_gmt":"2016-05-10T13:02:31","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=2736"},"modified":"2024-10-23T11:30:27","modified_gmt":"2024-10-23T06:00:27","slug":"stay-organised-with-maplytics-appointment-planner-in-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/05\/stay-organised-with-maplytics-appointment-planner-in-dynamics-crm\/","title":{"rendered":"Stay Organised with Maplytics Appointment Planner in Dynamics CRM"},"content":{"rendered":"

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

What separates the successful Sales Rep and a struggling one is how well a Sales Rep is able to manage his appointments.<\/p>\n

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.<\/p>\n

However, power users need more than what Dynamics CRM offers and need a way to schedule and manage their appointments with geographical context.<\/p>\n

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

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 \u2018Show Route\u2019 button. To add\/remove appointments, the Sales Reps can expand the dashboard which opens the Detail Map with the appointments visualized.<\/p>\n

Get quick insights with Appointment Planner dashboard<\/strong><\/h2>\n

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.<\/p>\n

\"Appointment<\/p>\n

This allows the Sales Reps to get a quick overview of the appointments planned for the day.<\/p>\n

Directly create a route with SHOW ROUTE button<\/strong><\/h2>\n

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.<\/p>\n

\"Route<\/p>\n

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.<\/p>\n

\"Create<\/p>\n

Expand the dashboard to visualize and perform actions on Appointments<\/strong><\/h2>\n

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.<\/p>\n

\"Map<\/p>\n

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.<\/p>\n

\"Dynamics<\/p>\n

Quickly access the Appointment information and perform an action with Tooltip Card<\/strong><\/h2>\n

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.<\/p>\n

\"Visualize<\/p>\n

Add to Route Mass Action to quickly add the appointments to the route<\/strong><\/h2>\n

The Sales Reps can further use the Add to Route mass action to add the plotted appointments as waypoints in the Directions card.<\/p>\n

\"Analyze<\/p>\n

By getting optimized directions, the Sales Reps can reduce their travel time and increase their on-time performance.<\/p>\n

Suggested Reads:<\/strong><\/em><\/p>\n