You can train your workforce in less time by giving them visual insights into their available opportunities, territories, and leads. You can get the geographical representation of the CRM data using the Heat map. On top of this, a streamlined territory management makes for smoother operations.
You can personalize the view on the individual user level and simplify the work with customization. You can set the map mode, zoom level, route option, default location to load by default for your individual resources.
With the targeted marketing feature, your marketing department will have the right data of the highest-grossing clients and areas. One can get an overview of the data plotted on the Map. To know more about targeted marketing, watch this video.
In MappyField 365, admin can set multiple languages to the map. Users will get the list of language selection menus in the Language Configuration field. Users can get any language and edit the plugin text.
With the Heat Map Visualization, you can analyze the data effectively. This helps you in tracking real-time data analyzing with robust visualization. You can create a heat map area-wise with different charts like pie charts and column charts.
You can create and manage the territory in MappyField 365. With Territory Management, you can also view the records on a map based on the Territory. Watch this video to know how you can manage the Territory in MappyField 365.
Admins can configure the Entity to display the entity record on the map. With MappyField 365 you can easily plot the entity records in the Entity Mappings section. You just need to add the details and save it. Watch this video for more information.
With the Check-in/Check-out feature, your on-field team members can check in and check out of their daily activities like appointments, tasks as well as custom activities. This will also help you to track the exact time spent on the activity.
With the Mass action, you can see the list of records that are plotted on the map all in a single place. You can perform mass actions like Add Record to the Route, or assign a user to a Team. Watch this video to set Mass Actions.
With the Multiple Search option, you can search by region, shape, and proximity and create a category-specific view on Dynamics CRM map integration. With this advanced search, you can understand the core reasons behind the success and failures of strategies.
Auto scheduling is one of the features of advanced options. This allows you to schedule meetings for more than one user, setting different durations for individual meetings. Watch this video for more information.
MappyField is the best route planning software for Dynamic 365. You will get multiple features for complete Dynamics 365 CRM data analysis on Maps. With this feature, you can easily share the routes with your on-field team members.
Advance options come with a lot of advanced functionalities. You can plot the records on the map, route-optimization, and live user tracking. It also offers multi-language support. Watch this video to use the Advanced Options in MappyField 365.
AppJetty MappyField 365 plugin provides geo-analytical solutions to Dynamics Users and helps them to plot areas. Now visualize the customer data on a map and take a quick data-backed decision for your sales team. Watch this video to install MappyField 365.