{"id":38219,"date":"2024-05-20T15:14:53","date_gmt":"2024-05-20T09:44:53","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=38219"},"modified":"2025-01-23T12:09:40","modified_gmt":"2025-01-23T06:39:40","slug":"route-optimization-using-maps-with-dynamics-365-for-field-reps-save-time-fuel-and-probably-a-client","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/05\/route-optimization-using-maps-with-dynamics-365-for-field-reps-save-time-fuel-and-probably-a-client\/","title":{"rendered":"Route Optimization using maps with Dynamics 365 for Field Reps \u2013 Save Time, Fuel, and probably a client!"},"content":{"rendered":"

\"Route<\/p>\n

Being on-time for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to reach more clients with a pre-planned appointment schedule, optimized travel time, reduced mileage consumption, and fuel cost.<\/p>\n

Many of our clients often give feedback that the sales and service field reps using Route Optimization<\/a> on maps integration in Dynamics 365 CRM is one of the most used and helpful features. It not only allows them to Save Time and fuel but a prospective client as well!<\/p>\n

Let\u2019s dig deep to see how!<\/em><\/p>\n

Maplytics<\/a> goes a step further than other route optimization apps by helping sales reps save and share optimized routes within Dynamics 365 CRM with colleagues and clients via email. In addition to this, users can add multiple appointments to this sales route planner within Dynamics 365 in a single click from the map itself. Further, users can access those Navigation Links to visit those waypoints and get turn-by-turn navigation on Google Maps, Waze App, or Apple Maps on their mobile or tablet devices. If a client cancels a meeting due to unforeseen situations, Maplytics helps sales reps find another customer along the route or within proximity and redirect the travel route accordingly.<\/p>\n

In addition, it also helps Sales Managers with route mapping in Dynamics 365 for their Sales Reps and provides a bigger picture of their Sales Territories<\/a> by managing and optimizing day-to-day travels. All this and many more features clubbed together form Maplytics \u2013 a certified software app<\/a> on\u00a0Microsoft AppSource<\/a>. Maplytics integrates maps effortlessly with Microsoft Dynamics 365 modules Sales, Customer Service, CRM, Field Service, and their mobile apps.<\/p>\n

To help users be productive at every stage of\u00a0route planning and optimization, let\u2019s see how Maplytics in Dynamics 365 CRM can change the way you travel on the field-<\/p>\n

How can you save and share an optimized route from within Dynamics 365 CRM?<\/h3>\n

There are several scenarios where office sales managers book appointments within Dynamics CRM using Auto Scheduling<\/a>, while field representatives have to visit these customers. Coordination between field salespeople and office sales managers plays a crucial role in such situations. Maplytics can help in such situations with its Save and Share route functionality. This feature allows Dynamics 365 users to save scheduled routes as a CRM activity, which can also be shared via email. This way, office sales managers can schedule multiple appointments<\/a>\u00a0with customers, create an optimized route for it, and share that route in Dynamics 365 with their associate field salesperson via email.<\/p>\n

How can you add multiple appointments to a route in Dynamics 365 with a single click?<\/h3>\n

To enhance user productivity at every step of route planning and optimization, the team introduced the ‘Add to Route’ mass action feature.<\/p>\n

\"Route<\/p>\n

With the addition of the \u2018Add to Route\u2019\u00a0mass action<\/a>, when Sales Managers plot the routes for the day for their reps as per the appointment schedule within the Dynamics 365 route map, they can simply use the \u2018Add to Route\u2019 mass action and add the data points to the route one after the other, with a single click. The origin and destination can also be specified using this method.<\/p>\n

How can you find customers on the go using the “Along the Route Search” feature in Dynamics 365 CRM?<\/h3>\n

Maplytics users can perform a proximity search to find nearby records with a specific travel distance or time. With \u2018Along the Route Search\u2019 they can find new clients\/ leads along their travel route, plan a meeting as per their availability, and add it to their schedule.<\/p>\n

Sales & Field Service Reps now have a Better Control on their Route Planning within Dynamics 365 CRM:<\/strong><\/h3>\n

Along with Route Optimization, saving and sharing routes has become necessary for every sales and service professional. Maplytics makes it easy with data plotted on the map and the records to visit with the optimized route in the directions card.
\n\"Route<\/p>\n

Users can select options to optimize their travel routes, making them traffic-free, toll-free, and highway-free for a faster and more convenient journey.<\/p>\n

Google Maps and Dynamics 365 CRM for Turn-by-Turn GPS Navigation:<\/strong><\/h3>\n

Having the ability to get the turn-by-turn navigation from within Dynamics 365 on to the Google Maps\/ Apple Maps\/ Waze Apps further improves the mobility of the Field Sales and Service Reps and helps them to achieve more when on the field.<\/p>\n

\"Route<\/p>\n

What\u2019s More?<\/strong><\/h2>\n

Maplytics is like water that can be moulded into any role. It makes map integration within Dynamics 365 look seamless.\u00a0Radius Search<\/a>, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to\u00a0crm@inogic.com<\/a>\u00a0To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM \/ Dataverse get in touch with the team.<\/p>\n

For applied knowledge, do visit our\u00a0Website<\/a>\u00a0or\u00a0Microsoft AppSource<\/a>. One can hop on to the detailed\u00a0Blogs<\/a>,\u00a0Client Testimonials<\/a>,\u00a0Success Stories<\/a>,\u00a0Industry Applications<\/a>, and\u00a0Video Library<\/a>\u00a0for a quick query resolution. You can also leave us a review or write about your experience on\u00a0AppSource or G2 Website<\/a>.<\/p>\n

Until then,<\/strong><\/p>\n

Happy Routing!<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

Being on-time for a client meeting is one of the most crucial goals for sales and service field reps. It is a common business problem that field reps spend more time in traffic and traveling than in meetings and appointments with clients or leads. The key to increased productivity of a frontline worker is to\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[35],"tags":[1500],"class_list":["post-38219","post","type-post","status-publish","format-standard","hentry","category-maplytics-bing-maps-integration-with-dynamics-crm","tag-route-optimization-dynamics-365"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38219","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=38219"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/38219\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=38219"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=38219"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=38219"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}