Refine Data with Location Intelligence
Excel with enhanced geo-analytical insights by integrating Dynamics 365 with Maplytics
Delivered Happiness Globally!
What's Maplytics?
Maplytics is a certified, comprehensive, and powerful Geo-Analytical Mapping solution for Microsoft Dynamics 365 users. Its integration with Bing Maps & Azure Maps enriches data visualization, offering advanced insights that help with informed decisions. It is designed to enable Dynamics 365, Power Apps, and Dataverse users to leverage the power of location intelligence to plot, plan, analyze, and act on their collated data. It empowers users across industry verticals with Geographical Data Visualization, Optimized Routing, Appointment Planning, Proximity Search, Heat Maps, and Territory Management to drive better sales, improve business processes, and engage customers at the right time.
Recent Updates
Visualize and interact with CRM data on the Power Portal for better insights
Schedule work orders based on resource skills and availability for streamlined operations
Plan a day, set waypoints, and keep operations on track with the Dynamics 365 Mobile app
Create the best routes to save travel time and boost productivity with Smart Routes
Information Vault
Benefits of using Maplytics
Improved understanding, analysis, and enhanced decision-making in real-time
Strengthen relationships and improve the quality of customer engagement
Reduce fuel consumption and shorten the travel time
Efficient and effective targeting in new markets
Strengthened Field Operations and management
Upscaled Business Productivity
Supported On
Dynamics 365 CRM
Online | Dataverse
Languages Supported
English, German, French, Spanish, Portuguese, Turkish, Hungarian, Dutch, Polish, Arabic and Russian
Features
Here's How to Supercharge Your Geo-Mapping Capabilities
Radius Search
Radius search allows searching records within a given Proximity/Radius around the current location. Users can locate nearby customers/leads on the map based on travel time/distance and view the shortest/fastest travel route along with line-of-sight distance. Users can also perform concentric proximity searches on maps for multiple radii within Dynamics 365 CRM from the current location for relative analysis of Dynamics CRM data.
Route Optimization
Find optimized routes to visit customer locations with the help of Maplytics. It allows users to plot routes between locations/waypoints of their choice and cover all the locations in the shortest period. To increase efficiency, routes can be optimized based on the modes of transport and can be traffic-free, toll-free, and highway-free as well. Users can save these optimized route planning solutions within Dynamics 365 CRM and share them with other users through email or print them for future reference. With the inclusion of a route map, Dynamics 365 CRM gets transformed into a dynamic tool for streamlined and effective field operations, enhancing the overall efficiency of location-based activities.
Auto-Scheduling
Managers and Sales Reps can now easily plot waypoints on the map and create optimized automated schedules for multiple field agents for days/weeks, based on client availability. Each user has a separate route color assigned. Set your default preferences in the Auto Scheduling Card, plot an automated plan on the map, and save corresponding routes and appointments in CRM. Work orders can also be scheduled based on resource skills and availability to streamline operations. Users can keep track of the appointments along with the ability to Check-In/Check-Out for the scheduled meetings/appointments from the location. Set Advanced Preferences to account for existing meetings and automatically reschedule or include them.
Sales Territory Management
Territory Management enables users to view shapes and regions, or upload shape/excel files that can be plotted on a map to create sales territories within Microsoft Dynamics 365. A person in charge can also be allotted for every territory. Every newly added record gets auto-assigned to a territory. Users can further align/realign the territories to get a balanced distribution. Managers can even auto-create the territories and save territories as drafts to rework them later.
Geocode Dynamics 365 Data
Unlock the locational aspect of your Dynamics 365 CRM data by getting the geo-coordinates for the address information stored in CRM records by Geocoding maps within Microsoft Dynamics 365 itself. With this, users can plot the CRM records on Bing/Azure Maps, and create optimized routes to save travel time, expenses, and much more.
More Features
Truck Routing
Plot optimized truck routes on a map using the routing solution within Dynamics 365, with details of the traveling truck, the materials carried in it, and the navigation directions dedicated to travel, mentioned.
POI Locations
Find places of interest nearby, like Coffee Shops, Gas stations, Restaurants, Airports, and a lot more by selecting the proper icons or entering relevant keywords. Pick up the nearest convenient spot for quick meetings.
Multiple Categories
Plot multiple categories for a single entity on the map within Dynamics 365 CRM as a single pushpin, where each category is taken into consideration, and the final pushpin is a juxtaposition of all three categories.
PCF Controls
Add custom controls on fields or grids within Dynamics CRM to view records on a map on the data set or the dashboards that are shipped along with the solution.
Bing Maps License
Use the Bing Maps License free of cost shipped along with the solution or enter your own Bing Maps Key.
Census Data
Plot Census Data on a map to visualize Housing units, Land & Water Area distribution, Population Demographics, and other details to make informed decisions.
Turn-By-Turn Navigation
Follow the Dynamics 365 route map with turn-by-turn navigation using Waze App, Apple Maps, or Google Maps with live traffic updates and quick re-routing in case any waypoint is rescheduled/removed.
Multiple Territories
For custom business needs, visualize records with deeper insights for multiple territories plotted with common records.
Modify Pushpins & Data Grid
Bring your icons for pushpins for a personalized view. Also, customize the proportion of the view data grid visible on the map for easier analysis.
Dataverse Support
Deploy Maplytics on Power Apps with Support for Dataverse without any compromise on quality and security with brilliant UX and UI.
Personalize Settings
Maplytics, the Dynamics 365 mapping tool offers the ability to personalize the app based on your preferences at both the user and organization levels in Dynamics CRM and therefore offers seamless mapping services.
Heat Maps
Get a better understanding of market geography to spot patterns and identify trends by using Pie charts and Column charts in Heat maps in Dynamics 365 for complex data analysis.
Device Compatibility
Stay mobile and visualize your Dynamics CRM data on Android, iOS, and Windows, Mobiles, Tablets, etc.
Color Coded Pushpins
Define the ranges for category attributes and select the color & shape of pushpins.
Multi-Language Support
Maplytics currently supports English, German, French, Spanish, Portuguese, Turkish, Hungarian, Dutch, Polish, Arabic, and Russian languages.
Plot related records
Perform drill-down analysis of a particular record by plotting its related (child) records on the map and studying their relationships.
Marketing Lists
Create Localized Marketing Campaigns and boost conversions by building a targeted marketing list that can be approached to generate leads and sales.
Save Search Criteria
Save time by saving search criteria like data source, category, search parameters, and more as a template and plot them directly whenever necessary.
Analytical Dashboards
Get an insightful overview of Dynamics 365 data with Analytical Dashboards on a map that gives a quick summary of the data plotted on the map.
Real-Time Tracking
Managers can now track the location of Sales and Service Reps when on the field in real-time within Dynamics 365. Location history and the day’s meeting plan of the Field Reps can also be monitored easily
Territory Assignment Rule
Maplytics Admins and Managers can create simple/advanced rules based on which territories will be assigned to the records as per the required conditions.
Land Area Mapping
Define the area of land as agricultural, residential, or commercial properties and visualize the same on the map.
MapPoint Alternative
Maplytics is a preferred upgraded solution and an ideal replacement for Microsoft MapPoint in Dynamics 365 CRM
Maplytics API
Show Maplytics search results outside Dynamics 365 using API for Maplytics.
A complete guide to enhance Dynamics 365 Field Service with Integrated Maps!
testimonials
What Our Customers Are Saying?
Frequently Asked Questions
Integrating maps with Dynamics 365 CRM using Maplytics will allow you to visualize CRM data in on map, manage sales territory, perform radius search to plot records in certain proximity, use appointment planning to efficiently manage meetings, create efficient routes to save fuel and time, increase the productivity of the Field Reps, etc.
Yes, with our expert mapping solution Maplytics you can easily plot Dynamics 365 CRM data on map based on location, region, drawn shapes or territories and select categories like annual revenue, customer type etc. to see color-coded pushpins.
Maplytics is a completely compatible geo-mapping solution that uses Bing Maps and seamlessly integrates Dataverse(Power Apps), assisting organizations to effortlessly perform business activities.
Maplytics is a geospatial-mapping app that helps users to create required number of territories based on balanced distribution of count of records automatically. You can also save the territories as draft or realign them.
Yes, you can use the feature of Auto Scheduling within Maplytics to create multi-day schedule for multiple sales person based on the availability of the sales reps.
Yes, Maplytics provides the feature of Proximity search that helps to plot concentric circles around your required location to find the nearby records. You can further use the Mass actions to create a marketing list of the resultant records.
Reach out to us today to know more!
