Easiest Way of Territory Creation & CRM Record Search in Dynamics 365

Maplytics enables businesses to efficiently visualize Dynamics 365 CRM data on a map, simplifying analysis and decision-making. However, with numerous CRM Records displayed simultaneously, finding that specific record can become challenging. Similarly, creating balanced sales territories and assigning records to them every time can also be time consuming. The recent updates to Maplytics are a solution to these precise problems. Let’s walk through two new enhancements in the Dynamics CRM Maps integration 2024 Spring Release.

Search Records

Imagine Jacy, the senior sales manager at Caffeine & More Manufacturers wanting to find a specific client among the accounts displayed. She could begin by plotting all the accounts on the map and then utilize the ‘Search Bar’ located in the center of the Detail Map.

Once the records are plotted, this search bar can search for any particular record from the plotted ones using the allotted primary attribute.

Let’s say, Jacy wants to search the account for N. Yubun & Sons. So, she could start by typing the prompt for the same.

As seen above, the Contact number visible for the search entity appearing in the bar is derived from the second column of the Quick Find View in Advanced Settings.

This search zooms the map to the area where Jacy’s required record is plotted. The preferred pushpin blinks in quick succession to highlight its location from among the records on display.

On the Detail Map, a search bar is available at the top center of the map. This helps in searching geographic locations or specific records plotted on the map.

Consider Jacy’s colleague, Katie wants to search for a location or an address on the map. She has a field rep situated there and wants to plot a route for him. Jacy is keen on adding her rep’s location as the point of origin for his optimized travel route. Thus, she uses the search bar on the detail map.

Even when records have not been plotted, a location/ address can be searched by adding a suitable prompt. Thus, Jacy enters her prompt and analyses the results.

As seen above, a location ‘Floyd Bennett Field’ has been searched and plotted on the map using the Search Bar. Finding a particular record from among many becomes easy with this feature. Jacy can select the route origin and destination in this manner, add waypoints in between, and plot optimized travel routes with turn-by-turn navigation directions that are traffic-free, toll-free, and avoid highways using the Route Optimization feature.

Create new territory

Team Maplytics is on a consistent spree of enhancing its product for improved productivity. One such enhancement is seen in the territory creation process within Territory Management.

Suppose Shannon is creating a new territory, she can select some of the regions/shapes using the ‘Alignment Tool’ and right-click to create a new territory.  Shannon can also select the required manager who will be responsible for the respective territory.

Users who have already been assigned as managers for another territory are not visible in the list of users to be selected as managers of the territory. With the enhancements provided, Shannon will now be asked immediately if she wants to assign territories to records. If confirmed, the assignment would be done and territories displayed.

Users can assign territories in this manner as they Create, Move, or Copy territories on the Map

This is sure to ease the process of Territory creation and assignment to a great extent.

What’s More?

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

For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can also leave us a review or write about your experience on AppSource or G2 Website.

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