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Certified Geo-Analytical Mapping App for Dynamics365

Dynamics 365 CRM and Bing Maps Integration - Maplytics

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Overview

Maplytics™ is a geo-analytical mapping app that provides seamless Bing Maps and Dynamics 365 CRM integration with features like Territory Management, Radius Search, Appointment Planner, Optimized Routing, PCF Controls, Census Data and Heat Maps within Dynamics 365. Maplytics is Certified for Microsoft Dynamics 365 (CfMD) and helps businesses around the world to plot, plan, visualize and analyze Dynamics 365 CRM data on map and offer seamless mapping services

Recent Updates

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Available on

Dynamics 365 8.2 & above

On-Premises and Online
Dataverse

Languages Supported

English, German, French, Spanish, Portuguese, Turkish, Hungarian, Dutch, Polish and Russian

Features

Radius Search

Radius search allows filtering records within a given Proximity/Radius around current location. Users can locate nearby customers on a map based on time/travel and view the shortest travel distance along with line of sight distance using this feature. Also, users can perform concentric proximity searches from the current location for relative analysis of Dynamics CRM data.

Route Optimization

Find optimized routes to visit customer locations with the help of Maplytics. Users will be able to plot routes between locations of their choice and cover all the locations in the shortest time span. To increase the efficiency, routes can be optimized on the basis of modes of transport. Users can save these optimized routes within Dynamics 365 CRM and share it with other users through email or print them for future references.

Auto-Scheduling

Managers and Sales Reps can now easily plot way points on the map and create optimized automated schedules for multiple field agents. Each user has a separate route color assigned. Set your default preferences for Auto Scheduling Card and plot automated plan on the map and save routes and appointments in CRM. Users will be able to keep track of the appointments along with the ability to Check-In/Check-Out for the set meetings/appointments. Even set Advanced Preferences to consider the existing meetings of field reps and automatically either reschedule those meetings or add them to their schedule.

Sales Territory Management

This feature of Maplytics allows managers to create territories for Sales Reps. Territory management enables you to view shapes, regions or uploads shape/excel files that can be plotted on map to create territories. User can further align the territories to get proper distribution. Managers can even auto create the territories and save territories as drafts to rework on them later.

Geocode Dynamics 365 CRM Data

Unlock the locational aspect of your Dynamics 365 CRM data by getting the geo-coordinates for the address information stored in Dynamics 365 CRM records using Geocoding process. With this, users can plot the CRM records on the map, create optimized routes to save travel time and costs, and much more.

More Features

Truck Routing

Plot optimized routes for truck on map along with details of hazardous material carried and following routes dedicated to trucks.

POI Locations

Find nearby places of interest like Coffee Shops, Gas station, Restaurants, Parking by entering keywords and quickly setting up meeting at nearby POI locations.

Multiple Categories

Plot up to three categories for a single entity as a single pushpin where each category is taken into consideration and the final pushpin is a juxtaposition of all three categories.

PCF Controls

Add custom controls on fields or grids within Dynamics CRM to view records on map on the data set or the dashboards that are shipped along with the solution.

Bing Maps License

Use Bing Maps License free of cost shipped along with the solution or enter your own Bing Maps Key.

Census Data

Plot Census Data on map to visualize Housing units, Area land, Area water, Population Demographics, and others to make informed decisions.

Turn-By-Turn Navigation

Follow routes on map with turn-by-turn navigation using Waze App and Google Maps with live traffic updates and quick re-routing in case any waypoint is rescheduled.

Multiple Territories

For custom business needs, visualize records with deeper insights with multiple territories plotted with common records.

Dataverse Support

Deploy Maplytics on Power Apps with Support for Dataverse without any compromise on quality and security with brilliant UX and UI.

Modify Pushpins & Data Grid

Bring your own icons for pushpins for personalized view. Also, customize the proportion of view data grid visible on map for quicker analysis.

Color Coded Pushpins

Define the ranges for category attributes and select the color & shape of pushpins. Change the heat map color scale as per the preference for easy analysis on the map.

Personalize Settings

Maplytics offers the ability to personalize the app based on your preference on user and organization level in Dynamics CRM and therefore offer seamless mapping services.

Device Compatible

Stay mobile and visualize your Dynamics CRM data on Android, iOS, and Windows, Mobiles and Tablets.

Multi-Language Support

Maplytics currently supports English, Spanish, German, French, Portuguese, Turkish & Arabic languages.

Plot related records

Perform drill-down analysis of a particular record by plotting its related (child) records on the map and study their relationships.

Marketing Lists

Create Localized Marketing Campaigns and boost conversions by building a targeted marketing list that can be approached to generate leads and sales.

Save Search Criteria

Save time by saving search criteria like data source, category, search parameters and more as a template and plot them directly whenever necessary.

Heat Maps

Get a better understanding of market geography to spot patterns and identify trends by using Pie charts and Column charts in Heat maps for complex data analysis.

Analytical Dashboards

Get an insightful overview of Dynamics 365 data with Analytical Dashboards on a map that gives a summary of the data plotted on map.

Real-Time Tracking

Managers can now track the location of Sales and Service Reps when on field in real time within Dynamics 365 Field service. Location history and today’s plan of the Field Reps can also be monitored now!

Land Area Mapping

Define the area of land as agricultural, residential, commercial properties and visualize the same on the map.

Territory Assignment Rule

Maplytics Admins and Managers can create simple/advanced rules based on which territories will be assigned to the records as per the required conditions.

Maplytics API

Show Maplytics search results outside Dynamics 365 using API for Maplytics.

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FAQ's

Integrating maps with Dynamics 365 CRM using Maplytics will allow you to visualize CRM data in on map, manage sales territory, perform radius search to plot records in certain proximity, use appointment planning to efficiently manage meetings, create efficient routes to save fuel and time, increase the productivity of the Field Reps, etc.

Yes, with our expert mapping solution Maplytics you can easily plot Dynamics 365 CRM data on map based on location, region, drawn shapes or territories and select categories like annual revenue, customer type etc. to see color-coded pushpins.

Maplytics is a completely compatible geo-mapping solution that uses Bing Maps and seamlessly integrates Dataverse(Power Apps), assisting organizations to effortlessly perform business activities.

Maplytics is a geospatial-mapping app that helps users to create required number of territories based on balanced distribution of count of records automatically. You can also save the territories as draft or realign them.

Yes, you can use the feature of Auto Scheduling within Maplytics to create multi-day schedule for multiple sales person based on the availability of the sales reps.

Yes, Maplytics provides the feature of Proximity search that helps to plot concentric circles around your required location to find the nearby records. You can further use the Mass actions to create a marketing list of the resultant records.

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