Close

BLOGS

Enhance Dynamics 365 with Field Mapping

With the help of field mapping, you will be able to get the most of their sales calls and also it will be possible to use the charting and reporting capabilities to get better understanding of the current situation at the field. With the help of integrating maps with Dynamics 365 we can locate their lattitude and logitude and their exact locations. 


Features of Map Integration Includes:

  • Geocoding: Extracts the latitude and longitude of Dynamics 365 CRM data to locate it and subsequently plot on the map using icon
  • Appointment Planning: Maps in Dynamics 365 helps field representative to meet their appointments and goals.
  • Radius search: With the help of maps, the Enterprises are able to look for stakeholders in a defined radius
  • Census Data: This data can be plot on maps and use in Dynamics 365
  • Locational Marketing: Marketing Campaign can target locations and deliver services to the clients
  • Territory Management: Withthe help of maps and interactive UI its easy for Enterprises to target their Sales territories according to the geographic conditions.


Benefits of Field Mapping in Dynamics 365

  1. Accurate Field Reporting: Map My Customers allows you to collect more field activities and notes. Also auto visits in Map My Customers, representive will be able to automatically log verified customer visits and activities that get synced back to Dynamics.
  2. Route Optimization & Planning:Using Maps enables your representatives to plan and visit more customers in less time and provide best services to them.
  3. Streamlining Field Use of Dynamics: With teh help of fastest mobile CRM feature, map-based interface and easy filtering enables sales representative to get to the exact location and at right time for service.
  4. Opportunity & Territory Visualization: Its helps to categorise accounts and contacts in Dynamics 365 by using color coding according to the prospect, clients and more. Easily distribute leads from Dynamics to your sales reps based on geographic conditions.
Print
Posted: Jan 21, 2020,
Comments: 0,
Author: Urish Arora
Rate this article:
5.0

Urish AroraUrish Arora

Other posts by Urish Arora

, Contact author

Please login or register to post comments.

Name:
Email:
Subject:
Message:
x

SEARCH

Categories

Subscribe to our blog

«April 2020»
MonTueWedThuFriSatSun
303112345
6789101112
13141516171819
20212223242526
27282930123
45678910

  • Featured Posts
  • Recent Posts
  • Recent Comments
Dynamics365Authority is a community platform for Professionals and Students to contribute or share their knowledge and skills on Microsoft Dynamics 365 Technologies. Our primary goal is to invite professionals on Dynamics 365 technology across the world to contribute & share their knowledge and skills through their blogs so that we can help other developers.
Stay updated with Dynamics 365 technology. Improve skills and knowledge from our blogs, articles and code snippets. Learn it. Follow professionals and learn from them.
Unified Service Desk Book(Online Edition) 

FOLLOW US

Stay connected with us on our social media channels for latest articles, blogs posts etc.  We will keep updating regularly on our social media platform and web platform.

FACEBOOK

Follow us on Facebook

 

TWITTER

View all our tweets

 

DYNAMICS365AUTH

Join us now

 

BLOGS

View our blogs

 

 

Latest Blog

Posted: Mar 7, 2020

Attach files to Notes record of Microsoft Dynamics 365 CRM from the D365 CRM Custom Portal

This blog is about to add Attach Files to Notes records in an entity of Microsoft Dynamics 365 CRM from the D365 CRM Custom Portal

Read more
Posted: Feb 7, 2020

PowerApps Portals - Quick Start

This blog is about to create a portal in PowerApps and its adding page and entity list into the page.

Read more
Posted: Feb 6, 2020

What is the New PowerApps Portal?

This blog is about the detail discussion on PowerApps Portal

Read more
RSS

ADDITIONAL RESOURCES

Dynamics 365 Authority.com - Search the library for "Dynamics 365"

  What's New in Dynamics 365

  Dynamics 365 Documentation

  

  Sign-up for 30 days trial

 

 

Recent comments

Ashish:

Nice blog. Very helpful to get all references to white papers at one place.

Previous Next

About Us

Here comes the Dynamics 365 Authority - Great technical blog posts are hidden gems. They are hard to find simply because not enough of us write them in the first place. Yet technical blogging is one of the best things we can do not only for ourselves, but also as members of the wider community of developers.

Dynamics 365 Authority leverages this platform to help developers and users to move from traditional paper-based process to modern digital business process. Dynamics365Authority.com helps your business grow, evolve and transform.

Dynamics365Authority.com is your Digital Transformation Partner

Recent Posts

Attach files to Notes record of Microsoft Dynamics 365 CRM from the D365 CRM Custom Portal

This blog is about to add Attach Files to Notes records in an entity of Microsoft Dynamics 365 CRM from the D365 CRM Custom Portal
  • 234
  • Article rating: No rating

PowerApps Portals - Quick Start

This blog is about to create a portal in PowerApps and its adding page and entity list into the page.
  • 108
  • Article rating: 5.0
RSS

Get in touch

Follow Us

 

Tag cloud: Dynamics365Authority.com with Urish Arora; Dynamics365Authority.com; Sales; Leading community site on MS Dynamics 365; Dynamics 365 Authority; Service;Top CRM Blogs; Urish Arora - Australia's leading expert on Digital Transformation;  Digital Transformation; Field Service;Top Articles on MS Dynamics CRM Relationship Insights; Office 365 Security Compliance; Project Service; Microsoft Dynamics 365 for Sales; Relevance Search; Goal Metrics; Activities and Case; Sales Literature;Knowledge Management;

Terms Of UsePrivacy StatementCopyright 2020 by Dynamics365Authority
Back To Top