Territory Management, Optimized Routing, Appointment Scheduling and much more within Dynamics 365 CRM

MSDW Events

Territory Management, Optimized Routing, Appointment Scheduling and much more within Dynamics 365 CRM

Location-based data has the potential to transform businesses, from daily performance to company-wide strategy. Tasks such as lead generation, business development, targeted marketing, sales expansion, and more could be innovated, improvised, and planned differently using mapping integration within Dynamics 365 CRM.

Join us to learn about Maplytics, the comprehensive multi-language geo-analytical mapping solution for Dynamics 365 CRM that empowers users to visualize customer data in new and transformative ways. We will discuss:

  • Plotting of CRM records on maps using pushpins
  • How to optimize routes for field reps and make ad-hoc changes
  • Auto-scheduling of appointments, from hours to weeks in advance
  • Creation of territories by assigning specific sales regions
  • Latest Maplytics features including live tracking of field reps, plotting of records with multiple addresses, and display Multiple search layers using PCF Control

Tuesday, January 25, 2022

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