Dynamics 365 CRM and Maps: A Powerful Pair for Business Growth!

Imagine moving to a new city without knowing the roads. Finding your way would be a challenge, right?

Now, think about sales reps struggling when assigned new location territories.

Without the right tools, they waste time figuring out routes, leading to missed meetings and lost opportunities.

This is where Inogic’s Maplytics – a 5-star-rated geo-mapping app for Dynamics 365 CRM, makes all the difference.

Let’s take a look at a day in the life of Anna, a sales rep, and Robert, her manager at Cortana Industries, to see how Maplytics helps them simplify their work.

Anna, a newly hired sales rep, is assigned to cover Staten Island, USA. Since she’s unfamiliar with the area, she turns to Maplytics.

Anna opens Microsoft’s certified app – Maplytics selects her CRM records and plots them on the map to instantly view client locations. She filters visits by urgency—follow-ups, new pitches, or appointments.

While exploring Maplytics, she realized that she could customize pushpin colors and shapes to easily identify and categorize records. She quickly used this feature to distinguish between them.

Her manager sets up an initial route which she can adjust by adding waypoints. With her manager’s assistance and a few clicks, she optimizes her route in Dynamics 365, considering tolls, highways, or traffic. She can save routes, email respective clients directly from the app, or export data for quick/offline access.

When Plans Change – No Problem!

One day, two of Anna’s meetings are cancelled. To be more productive, she decides to visit a nearby client. But how can she quickly identify one?

With Maplytics’ Proximity Search, she simply enters a distance parameter, and the app instantly shows her all nearby clients. This allows her to schedule an impromptu meeting without wasting her time.

To make scheduling even smoother, she first locates a nearby café using the POI Location feature in Maplytics as her meeting location, then uses the Check-In/Check-Out feature to log her meeting from that location. No stress, no hassle—just efficient planning! She can also:

• Email clients directly from the map.
• Export data to Excel for easy access while on the go.
• Save records for future reference.

Managing Large Sales Territories – Robert’s Perspective

Now, let’s switch to Robert, the Sales Manager. He oversees a large sales team handling different territories across the U.S. region. Managing so many clients can get overwhelming.

With Maplytics’ Territory Management for Dynamics 365, Robert and his fellow manager, Thomas, divide the entire region into territories using a “by region” filter based on postal code. Robert can also divide the territory by uploading files, drawing on a map, by existing territory, by overlay, or by ArcGIS. Instead of manually assigning clients, Maplytics automatically distributes leads evenly, ensuring no sales rep is overloaded.

For better organization, Robert color-codes different territories, making it easy to visualize them on the map. He can even realign territories as business needs change, moving clients to different areas or creating shared zones for collaboration.

Smarter Sales Assignments with Auto-Scheduling

Robert utilizes Auto-Scheduling to assign tasks with precision. For instance, if a new request comes in for the sale of laptops and Televisions in the region of Staten Island, USA, Maplytics ensures the lead is assigned to a sales rep with expertise in white goods or display devices, rather than randomly selecting a rep. This targeted assignment increases the likelihood of successful deal closures.

Additionally, Robert customizes schedules for each sales rep based on the required timeframe, whether it’s for a week or a specific period. He defines key details such as working hours, meeting durations, break times, buffer time between appointments, and lunch breaks to optimize efficiency.

Data-Driven Decisions with Analytics

For sales managers like Robert, keeping track of performance is just as important as assigning leads. That’s where Geo-Analytics Dashboards come in.

With a glance at the dashboard, Robert can see sales trends geographically, monitor team performance, Identify high-performing territories, and analyze CRM data on a map. This saves hours of manual reporting, allowing him to focus on strategic planning rather than data gathering.

Beyond individual sales tasks, Maplytics offers Heat Maps in Dynamics 365 to spot business trends. Robert uses this feature to analyze high-performing areas and underperforming zones. By visualizing customer density and revenue concentration, he identifies new opportunities and adjusts strategies accordingly.

Why Sales Teams Love Maplytics?

With Maplytics, sales teams no longer waste time planning routes, searching for nearby clients, or manually managing territories. Whether you’re a new sales rep like Anna or a manager like Robert, this tool helps you:

• Find the best routes and never miss an appointment
• Quickly locate nearby clients to maximize productivity
• Divide and manage territories in Dynamics 365 for smarter sales distribution
• Auto-assign leads based on skills and expertise
• Analyze sales performance with real-time mapping insights

What Cortana Industry Gains?

• Improved Sales Productivity – Spend less time planning and more time closing deals.
• Efficient Territory Management in Dynamics 365 – Balance workloads and maximize market coverage.
• Better Resource Utilization – Assign the right reps to the right clients for higher ROI.
• Scalable Growth Strategy – Use mapping insights to expand into new markets effectively.
• Higher Customer Satisfaction – Reduce delays, increase touchpoints, and improve service quality.

From planning routes to managing territories and analyzing sales trends, Maplytics transforms the way sales teams work. With real-time location intelligence, reps like Anna save time, managers like Robert make data-driven decisions, and businesses close more deals efficiently.

If you’re tired of inefficient sales routes and missed opportunities, it’s time to switch to Maplytics.

Maplytics transforms the way you use maps within Dynamics 365—whether it’s smart territory management, optimized routes, appointment planning or insightful location analytics, it’s built to simplify your workflow.

Let location intelligence take your sales game to the next level!

Want to see it in action? Take a 15-day free trial from our website or book a personalized demo to experience its full potential.

Explore our  Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library to see how businesses are leveraging Maplytics. Have questions? Reach out to our team at crm@inogic.com or visit Microsoft AppSource to get started today!

The post Dynamics 365 CRM and Maps: A Powerful Pair for Business Growth! appeared first on CRM Software Blog | Dynamics 365.