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  • ✇Microsoft Dynamics 365 CRM Tips and Tricks
  • Maplytics 2025 RoundUp and the Road to 2026
    2025 was a remarkable year for Maplytics. Across product innovation, AI breakthroughs, and meaningful engagement with the broader CRM community, Maplytics re-emphasized how location analytics and intelligent automation can transform everyday business operations. As enterprises continue to embrace digital transformation and data-driven decision-making, Maplytics has positioned itself at the forefront of end-to-end geo-mapping and analytical solutions. In this yearly recap, we reflect on the majo
     

Maplytics 2025 RoundUp and the Road to 2026

Maplytics

2025 was a remarkable year for Maplytics. Across product innovation, AI breakthroughs, and meaningful engagement with the broader CRM community, Maplytics re-emphasized how location analytics and intelligent automation can transform everyday business operations.

As enterprises continue to embrace digital transformation and data-driven decision-making, Maplytics has positioned itself at the forefront of end-to-end geo-mapping and analytical solutions. In this yearly recap, we reflect on the major accomplishments that defined 2025 and look ahead to where 2026 could take us, especially as features like conversational AI become more central to how teams work.

Going Beyond Maps

At the start of the year, Maplytics aimed at delivering deeper functionality and features that help users extract actionable insights from their CRM data with ease. The focus was to make geo-mapping more powerful, workflows more efficient, and analytics more intuitive.

This vision came to life through several major updates and new capabilities throughout 2025, expanding what users could expect from their CRM’s location intelligence. It shifted from interactive, manual mapping to AI-driven intelligence.

You can download a 15-day free trial of Maplytics now and experience the tool in your environment!

Summer 2025 Technical Update

One of the most substantial releases of the year landed in the summer, bringing significant enhancements across the product:

  • Azure Maps Integration– By integrating Microsoft’s next-generation map platform, Maplytics improved map rendering, accuracy, and performance within Dynamics 365/PowerApps/ Power Pages/Dataverse. Users benefited from richer visuals, faster response times, and more precise geo-location data. With Bing ready to retire soon, this switch is essential.

Maplytics

  • Smarter Territory Management– The territory planning experience saw a major upgrade with new balancing, hierarchy visualization, and draft workflows. Users/ CRM Admins could manage regions more effectively, balance workloads based on key metrics like revenue or account count, and save multiple territory versions for strategic planning.
  • Expanded Bulk and Categorization Tools– To support larger datasets and more complex workflows, Maplytics introduced bulk editing and better categorization features. These changes significantly reduced manual work when updating or configuring map attributes across large record sets.
  • Live Tracking Enhancements– Support for time zone awareness and improved route waypoints made it easier for global teams to coordinate field tasks with real-time accuracy and geo context.
  • Canvas App Integration– Maplytics extended mapping capabilities into Microsoft Power Apps Canvas Apps, enabling custom application builders to embed interactive maps and visualize CRM records in unique, workflow-specific interfaces.
  • Plot data from File– With this addition, users can save CRM space as they can plot records directly from an Excel instead of adding the records to the CRM and then visualizing them on the map.

These updates helped teams visualize data in ways that were more contextually rich and more relevant to the decisions they make every day.

Introducing MapCopilot- AI that Talks Maps

Perhaps the most talked-about launch of the year was MapCopilot– a conversational AI assistant built directly into Maplytics. With the rise of AI adoption across enterprise software, MapCopilot brought a new dimension to geo-analytics by letting users interact with their data using natural-language prompts.

Rather than navigating through multiple menus and filters, users could simply type or speak requests such as:

  • “Show all leads within 10 miles of my current location.”
  • “Optimize routes for plotted sales visits.”
  • “Find nearby gas stations.”

Maplytics

These conversational interactions get instantly translated into visual insights on the map, proximity searches, or optimized route plans, creating a more intuitive user experience and lowering the barrier to entry for advanced location intelligence. This innovation empowers even non-technical team members to get fast, accurate spatial insights without a steep learning curve.

MapCopilot also assists users in motion, such as field reps, managers, and service personnel. They can ask questions directly from mobile devices, enabling smarter decisions on the go. The contextual understanding across prompts (viz., requesting a follow-up filter after an initial plot) further enhances its utility.

Analytics that Drive Action

The real value of Maplytics in 2025 was measured in impact as well. Organizations using Maplytics reported:

  • Faster territory planning compared to traditional methods
  • Increased field productivity due to optimized routing
  • More equitable workload distribution across sales and service teams
  • Better decision-making with visual insights that link geography and business metrics

By combining CRM data with spatial intelligence and AI assistance, Maplytics helped users focus less on data wrangling and more on driving value with decisions that matter.

Events & Community Engagement

Maplytics also made its presence felt across key industry events in 2025, engaging with customers, partners, and Dynamics 365 professionals around the globe.

In May 2025, Maplytics took the stage at DynamicsMinds- a leading event for CRM and Power Platform professionals. Attendees were introduced to the latest mapping innovations and real-world use cases, seeing firsthand how location intelligence could enhance business outcomes across industries.

At this event, the Maplytics team showcased map visualizations, territory workflows, and how CRM data could be turned into actionable insights in an interactive setting that encouraged learning and hands-on exploration.

Later in the year, Maplytics featured prominently at the Community Summit North America event, where the spotlight was on AI + Maps featuring MapCopilot. The booth demonstrated live use cases, inviting attendees to experience how natural language queries could literally transform the way they interact with maps and CRM records.

These events highlighted Maplytics’ innovation and reinforced that location intelligence is a strategic asset for modern business.

A Gist of What 2025 Taught Us

From a leadership perspective, 2025 underscored several key insights-

  • AI must be functional, not just flashy. Conversational AI features like MapCopilot demonstrated that AI is most valuable when it simplifies real workflows and delivers practical insights rather than just aesthetic enhancements.
  • Integration is critical. Deep embedding within Dynamics 365 with Azure Maps meant users could access spatial insights without context switching, making work smoother.
  • Community shapes innovation. Feedback from users, partners, and field professionals helped refine features throughout the year, ensuring enhancements met real business needs.

Eyes Ahead In 2026

As we look to 2026, the Maplytics roadmap is focused on expanding AI capabilities even further, evolving MapCopilot to provide deeper predictive insights, and creating more intelligent automation that anticipates user needs.

As organizations continue to rethink how location intelligence fits into everyday decision-making, the focus moving into 2026 remains on making mapping smarter, more intuitive, and easier to act upon. The next phase of innovation is expected to emphasize greater use of AI, improved automation, and experiences that adapt naturally to how teams work.

A Year of Progress and New Beginnings

2025 was a transformative year for Maplytics- blending smart maps, meaningful AI innovation, and strong community engagement. From Azure Maps integration and territory management improvements to the debut of MapCopilot and memorable event appearances, the trajectory was upwards.

But the story doesn’t end here. As we step into 2026, the journey continues with bigger visions, bold innovations, and ever-closer alignment to the needs of organizations that rely on Dynamics 365 for mission-critical decisions.

Here’s to another year of smarter mapping!

What’s More?

Organizations interested in adopting Maplytics, 15-day free trials, or personalized demos are encouraged to contact Maplytics’ sales team at crm@inogic.com

For more information, visit our Website or Microsoft Marketplace. One can hop onto the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. Technical docs for the working of Maplytics are also available for reference.

Kindly leave us a review or write about your experience on AppSource or the G2 Website.

The post Maplytics 2025 RoundUp and the Road to 2026 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  • ✇Microsoft Dynamics 365 CRM Tips and Tricks
  • Meet MapCopilot — Your AI-Powered Geo-Mapping Companion for Dynamics 365
    In the modern digital landscape, data visualization and spatial intelligence are central to effective decision-making. Maps no longer just display locations, but interpret business movement, drive smarter workflows, and enable teams to act faster Introducing MapCopilot, the latest innovation from the glorious Maplytics suite, designed for users of Microsoft Dynamics 365 and Dataverse who want to enjoy intelligent geo-mapping without the manual setup. With MapCopilot, users no longer need to w
     

Meet MapCopilot — Your AI-Powered Geo-Mapping Companion for Dynamics 365

Inogic - MapCopilot Maplytics

In the modern digital landscape, data visualization and spatial intelligence are central to effective decision-making. Maps no longer just display locations, but

  • interpret business movement,
  • drive smarter workflows, and
  • enable teams to act faster

Introducing MapCopilot, the latest innovation from the glorious Maplytics suite, designed for users of Microsoft Dynamics 365 and Dataverse who want to enjoy intelligent geo-mapping without the manual setup.

With MapCopilot, users no longer need to work with complex filters, remember specific map configurations, or toggle between tools. Instead, they can type or speak natural-language queries, such as:

“Show all active customers within 10 miles of downtown Chicago.”

AI-Powered Geo-Mapping Companion for Dynamics 365

Within seconds, MapCopilot interprets the prompt, applies the right filters, and displays a fully interactive map or optimized route, all within Dynamics 365.

Whether it’s plotting locations, performing proximity analysis, or designing efficient travel routes, MapCopilot transforms spatial data into actionable intelligence, making CRM navigation simpler, faster, and conversational.

Why MapCopilot Matters?

For most CRM users, performing spatial tasks, such as identifying nearby clients, analyzing data classifications, or optimizing routes, can involve multiple steps and configurations. Even with the powerful capabilities of Maplytics, some users prefer a more intuitive, quick, “ask-and-act” experience.

That’s where MapCopilot steps in. It eliminates manual input, reducing the effort to a single, human-like interaction.

Here’s how it transforms the experience:

  • Fewer clicks, faster output: Ask “Find open opportunities within 15 km of my location” and get results instantly plotted.
  • AI-powered understanding: Natural-language queries are converted into accurate mapping instructions without technical know-how.
  • Integrated within Dynamics 365: No third-party navigation or switching of apps is required. MapCopilot works natively inside your CRM.

As a result, teams spend less time configuring and more time analyzing, planning, and executing.

Key Capabilities of MapCopilot

  1. Conversational Mapping via Natural Language

With MapCopilot, maps become conversational. There’s no need to remember commands, syntax, or settings. You can simply type or speak what you need, and the AI interprets your intent.

Example commands:

  • “Show all leads by industry within 5 km of New York City.”

AI-Powered Geo-Mapping Companion for Dynamics 365

  • “Plan an optimized route for these five accounts.”
  • “Find gas stations near ABC Corporation.”

This conversational design ensures every team member, regardless of technical background, can instantly gain spatial insight without relying on a GIS expert or admin.

  1. Simplified Proximity and Radius Search

Forget manual setup for proximity analysis. You can now ask questions like:

“Show accounts within 5 miles of Nancy Thiel & Sons.”

MapCopilot automatically identifies the location, calculates distance, and displays relevant records complete with radius visualization and travel time estimates.

This capability is especially valuable for sales and service teams who frequently look for nearby leads, prospects, or assets to maximize daily coverage.

  1. Route Optimization That Saves Time & Cost

Efficient travel planning is at the heart of field operations. MapCopilot makes this effortless.

Simply specify your destinations, or just ask, and the assistant builds the shortest, most efficient route, considering real-world factors like travel distance, stop sequence, and accessibility.

AI-Powered Geo-Mapping Companion for Dynamics 365

Resulting benefits include:

  • Reduced travel time and fuel expenses
  • Increased customer visits per day
  • Improved productivity for every field rep
  1. Points of Interest (POI) Location

MapCopilot goes beyond CRM data. It helps users identify Points of Interest (POI) Locations like airports, restaurants, repair shops, or gas stations around any given area, enhancing travel convenience and opportunity identification.

AI-Powered Geo-Mapping Companion for Dynamics 365

  1. Work from Anywhere, Anytime

With distributed teams becoming the norm, MapCopilot ensures that location intelligence stays with you on the move.
Its native integration with Microsoft Dynamics 365 allows users to access mapping data, optimized routes, and analytical insights from any device, anytime.

AI-Powered Geo-Mapping Companion for Dynamics 365

  1. Context-Aware Conversations

Unlike standard assistants that reset after each query, MapCopilot maintains context awareness.

Start with:

“Plot all opportunities in California.”
Then continue with:
“Now show only those with revenue greater than $10,000.”

MapCopilot remembers your previous query, applies filters dynamically, and refines the visualization, ensuring a smooth, conversational workflow.

Technical Framework and Integration

MapCopilot is built on the Maplytics framework, powered by Azure OpenAI and tightly integrated with Microsoft Dynamics 365 and Dataverse.

Key integration highlights:

  • Embedded directly inside the Maplytics interface in Dynamics 365.
  • No need for third-party apps or extensions.
  • Fully compatible with web, tablet, and mobile experiences.
  • Optimized for fast rendering using Dynamics 365 map panels.

From installation to execution, the setup process is streamlined and ready to use. Once Maplytics is deployed, MapCopilot becomes immediately accessible to all licensed users.

Real-World Application Scenarios

Field Sales Optimization

A regional sales manager can quickly ask:

“Show all open service leads within 50 kilometers of our warehouse.”
“Now optimize the route for visiting them.”

MapCopilot instantly visualizes the results, color-codes them by priority, and generates the most efficient travel path.

This eliminates manual scheduling and lets teams focus on closing deals, not plotting maps.

Results organizations have seen:

  • Up to 20% reduction in transportation costs
  • 30% shorter travel routes
  • 40% faster decision-making through map visualizations

Customer Service & Field Support

Service dispatchers can instantly locate nearby technicians or customer sites by asking:

“Find available engineers within 10 miles of the reported service location.”

MapCopilot identifies suitable resources and even helps auto-schedule the task through Maplytics’ routing and scheduling modules.

Marketing & Campaign Targeting

Marketers can use MapCopilot to locate clusters of leads or customers within a defined region:

“Show contacts within 20 miles of Boston categorized by campaign type.”

These insights help tailor campaigns to regional audiences, improving ROI and engagement.

Enterprise Benefits of MapCopilot

By making location intelligence conversational, MapCopilot empowers every employee, from sales and marketing to logistics and support, to make smarter, location-driven decisions without any friction.

Why MapCopilot is a Game-Changer

  1. Brings AI to Mapping – Makes spatial queries intelligent, quick, and contextual.
  2. Democratizes Data Access – Anyone, regardless of tech skill, can extract location insights.
  3. Simplifies CRM Workflows – Reduces dependency on admins for map configuration.
  4. Enhances Field Efficiency – Optimizes travel and service operations seamlessly.
  5. Adapts to Your Business – Supports varied industries and user roles out of the box.

Getting Started with MapCopilot

MapCopilot is available as part of the Maplytics suite for Dynamics 365 and Dataverse.

You can get started in three easy steps:

  1. Install or update Maplytics from Microsoft AppSource.
  2. Access the MapCopilot feature within your Maplytics interface.
  3. Start typing or speaking your mapping queries directly.

You’ll instantly experience the ease of AI-powered navigation inside your CRM.

Frequently Asked Questions (FAQs)

  1. Do I need technical training to use MapCopilot?
    No. MapCopilot is designed for ease of use. If you can type or speak your request, you can use it, no GIS or CRM admin experience required.
  2. Is MapCopilot a separate application?
    No. It’s fully integrated within Maplytics, which runs inside Dynamics 365 and Dataverse environments.
  3. Can it handle voice input?
    Yes, users can either type or use voice commands for queries.
  4. How does it differ from standard Maplytics features?
    Traditional Maplytics workflows are menu-based, while MapCopilot uses AI-driven natural language to interpret user intent, reducing time and complexity.
  5. Does MapCopilot support route optimization and proximity search?
    Absolutely. These are built-in capabilities, powered by robust routing algorithms.
  6. Is my data secure?
    Yes. MapCopilot operates entirely within Dynamics 365 and adheres to Microsoft’s security and compliance frameworks.

Experience MapCopilot in Action

If you’re ready to make your CRM mapping effortless and intelligent, it’s time to try MapCopilot.

Start a 15-day free trial or request a personalized demo tailored to your business needs.

Write to crm@inogic.com to schedule your session.
Visit the Maplytics Website or explore it on Microsoft AppSource.
For more insights, browse our blogs, case studies, and success stories.

With MapCopilot, mapping isn’t just visual, it’s conversational, smart, and built for the future of AI-powered CRM. For applied knowledge, you can hop onto the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. Technical docs for the working of Maplytics are also available for reference.

Kindly leave us a review or write about your experience on AppSource or the G2 Website.

The post Meet MapCopilot — Your AI-Powered Geo-Mapping Companion for Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  • ✇Microsoft Dynamics 365 CRM Tips and Tricks
  • Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15
    This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics, the Platinum Sponsor, showcasing how geolocation can transform business operations and boost profitability. Be su
     

Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15

Community Summit 2024

This October, the Microsoft Dynamics Community is set to thrive at Community Summit North America 2024 in San Antonio, Texas. Bringing together industry professionals, partners, and Microsoft leaders from October 13-17 at the Henry B. Gonzalez Convention Center, the event offers an exciting mix of innovation, collaboration, and knowledge sharing. A key highlight is Inogic-Maplytics, the Platinum Sponsor, showcasing how geolocation can transform business operations and boost profitability.

Be sure to attend the Partner Solution Showcase (PSS) on Tuesday, October 15, 2024, from 10:45 AM – 11:45 AM CT in Room 225B. Inogic’s session, Reinvent Maps: Integrated with Dynamics 365, Field Service, and Dataverse, will spotlight Maplytics, the top geolocation analytics tool certified by Microsoft AppSource.

Why Attend?

Did you know that 80% of CRM data is linked to a location? This opens up powerful opportunities for businesses to rethink their sales strategies, field service operations, and more. Maplytics seamlessly integrates with Dynamics 365, Field Service, and Dataverse, turning location-based data into actionable insights.

Imagine being able to visualize your sales pipeline geographically or optimizing your field service routes to cut costs and boost efficiency. During the session, you’ll learn how to:

  1. Visualize CRM Records: Use color-coded pushpins to plot CRM records on a map, revealing insights into customer distribution, trends, and coverage areas.
  2. Manage Territories: Maplytics helps balance sales territories using multiple parameters like customer density and travel times.
  3. Auto-Schedule for Field Reps: Simplify scheduling by automatically planning multi-day appointments based on reps’ skills and client availability.
  4. Optimize Routes: Reduce travel times and costs with optimized routes for field reps, making real-time ad-hoc adjustments as needed.

New in Maplytics

It’s not just about geo-mapping data, Maplytics turns data into actionable strategies embedded in your existing workflows with its integration into Microsoft Dynamics 365, Power Apps, and Dataverse. The session will also highlight new features, like enhanced territory management and auto-scheduling.

Presented by Gaurav Chatterjee, VP of Dynamics 365 Apps at Inogic, this session promises to unlock the full potential of your CRM data, helping you develop a geography-based strategy for success.

Explore San Antonio with Maplytics

San Antonio’s charm extends beyond the convention center, and with Maplytics, you can explore the city’s attractions efficiently:

  1. The Alamo: Use Route Optimization to plan the best route from your hotel to this historic site.
  2. San Antonio River Walk: Map out your walk using Radius Search to discover nearby restaurants and shops.
  3. San Antonio Missions National Historical Park: Plan your visit to the missions with Auto-Scheduling and visualize their proximity.
  4. Market Square: Optimize your route to this large Mexican market for the best shopping experience.
  5. Tower of the Americas: Avoid traffic or tourist crowds with Maplytics’ traffic-optimized route suggestions.

Register Now and Save!

If you haven’t registered for Community Summit NA 2024 yet, use the INOGIC10 coupon code to get a 10% discount on registration. This exclusive offer is available to attendees eager to learn about cutting-edge technology and solutions at the event.

Why Visit Maplytics at Community Summit 2024?

With over 500 speakers, 700 sessions, and 5,500 attendees, this year’s summit promises unparalleled learning opportunities. But the real game-changer is seeing Maplytics in action! Visit Booth 1017 for live demos, where the Inogic team will show you how Maplytics can optimize your business with geo-analytics. Whether it’s improving field service operations, sales territory planning, or visualizing CRM data, Maplytics has the features you need.

And don’t forget: over 15 additional Inogic tools will also be on display, with opportunities for 1:1 demos.

We look forward to helping you Reinvent Maps with Dynamics 365 and Dataverse at Community Summit 2024!

The post Partner Solution Showcase #MySummitNA | Reinvent Maps for Dynamics 365 CRM |Oct 15 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

  • ✇Microsoft Dynamics 365 CRM Tips and Tricks
  • Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps
    Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively use its features to increase productivity and streamline CRM operations. Tutorial 1: Visualizing Dynamics 365 Data on an Integra
     

Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps

Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps

Maplytics is a powerful, location-based tool that enhances the capabilities of Dynamics 365 CRM by offering deep insights through map visualizations. This series of tutorials introduces a variety of ways to master its features, benefiting field service, sales teams, and more. Below is a comprehensive summary of the Maplytics video guides, explaining how to effectively use its features to increase productivity and streamline CRM operations.

Tutorial 1: Visualizing Dynamics 365 Data on an Integrated Map

The first tutorial covers the basics of integrating mapping features into Dynamics 365 CRM. It demonstrates how to efficiently visualize CRM records using various plotting methods, including:

  • PCF Detail Map Control View: This feature allows users to manage map views through PCF controls for a more personalized display.
  • Plotting Records by Location, Region, and Drawing: Learn to geographically represent CRM data based on location, region, or custom-drawn shapes, offering a dynamic way to explore your data visually.
  • Lasso Tool & Mass Actions: The Lasso tool enables users to select specific regions directly on the map, while Mass Actions allow for batch updates or planning visits. This tutorial is essential for businesses looking to plot and manipulate data seamlessly on a map to drive actions based on location-based insights.

Tutorial 2: Searching Dynamics 365 Records Based on Geographic Parameters

Building on the foundations from Tutorial 1, this video dives deeper into search operations. It explores advanced geographic search techniques, focusing on:

  • Proximity Search by Time: Plot CRM records within a specific time range, ideal for targeting leads or accounts within a certain driving or walking time, allowing for more precise engagements.
  • Multi-Search Options: In addition to proximity searches, this feature enables users to search by region, drawing, or territory, leveraging Maplytics’ multi-faceted search capabilities to target accounts or leads more effectively based on their geographic location.

Tutorial 3: Plotting & Categorizing Dynamics 365 Records on Multiple Entities

This tutorial demonstrates how to categorize and plot records from multiple entities simultaneously. Users can view various entities—such as leads, accounts, and opportunities—on a single map, providing a more holistic view of data. This feature is invaluable for users who need to track and visualize multiple data points, enhancing their ability to categorize information and identify trends across different records.

Tutorial 4: Creating Efficient Routes on Maps within Dynamics 365

This video marks the beginning of the Route Optimization chapter, introducing techniques for optimizing travel routes within Dynamics 365. The key highlights include:

  • Creating Routes Using Multiple Parameters: Users will learn how to optimize routes by considering variables such as travel time, distance, and traffic conditions, ensuring that field teams operate at maximum efficiency.
  • Turn-by-Turn Navigation: This feature allows field technicians and sales reps to easily navigate routes that have been pre-configured, improving punctuality and reducing travel time. By optimizing routes, businesses can increase productivity in the field, minimize delays, and enhance customer satisfaction.

Tutorial 5: Increasing Route Efficiency on the Go

The fifth video in the series continues the focus on Route Optimization, demonstrating how field workers can adjust their routes in real-time while on the go. This tutorial highlights:

  • Dynamic Route Adjustments: This feature enables reps to modify their routes in response to unforeseen circumstances, such as last-minute client changes or traffic delays. Real-time adjustments can significantly boost productivity, making this feature especially useful for businesses that deal with time-sensitive deliveries or client visits.

Tutorial 6: Using Scheduled Routes on Mobile with Dynamics 365 Sales App

In this tutorial, Maplytics introduces mobile functionality for managing routes, allowing field teams to access and adjust their schedules directly from the Dynamics 365 Sales App. The key features covered include:

  • Accessing Scheduled Routes on Mobile: Reps can view pre-scheduled routes using popular mobile mapping applications such as Apple Maps, Waze, or Google Maps, ensuring they stay on track regardless of their location.
  • Mobile-First Approach: With mobile access becoming increasingly important in modern field operations, this feature allows users to manage their routes, schedules, and client visits directly from their mobile devices, providing a seamless experience for reps working in the field.

Tutorial 7: Scheduling Appointments Automatically within Dynamics 365

The final tutorial focuses on the Auto-Scheduling capabilities of Maplytics, showing users how to automatically schedule appointments for multiple records at once. This functionality saves significant time and helps field reps stay organized. Highlights include:

  • Planning Recurring Appointments: This feature enables users to schedule regular meetings or visits based on client availability, automating the process of arranging recurring interactions.
  • Pre-Planned Appointments for Field Reps: By automatically scheduling appointments based on time and location, Maplytics ensures that reps’ schedules are optimized, helping them avoid conflicts and maximize productivity in the field. The auto-scheduling feature is a game-changer for field operations, providing a structured, time-efficient way to handle client interactions and appointments.

Get #ProAtMaplytics: Using Templates

This tutorial introduces the concept of creating and saving templates for regular map visualizations, making frequent tasks more efficient. Key takeaways include:

  • Creating & Saving Templates: Users can design and save frequently used map views, including customized filters, as templates. This enables quicker access to specific map visualizations.
  • Default Template Plotting: Once templates are saved, records can be automatically plotted using the pre-configured settings. This feature significantly reduces repetitive setup for users who frequently need to visualize similar data sets, making it easy to load the desired map view with a single click. The ability to quickly load templates enhances productivity and helps users focus more on data analysis and decision-making.

Get #ProAtMaplytics: Using Configurations

This video focuses on how users can customize and configure default settings in Maplytics to improve efficiency and enhance the user experience. It covers:

  • Setting Default Parameters: Users can pre-set commonly used values such as starting location, destination, and route optimization criteria. By setting these defaults, the need for manual entry in future searches or route planning is minimized, resulting in streamlined operations and faster execution of tasks.
    This feature is particularly useful for field service teams and sales reps who repeatedly use the same locations or parameters. Automating these settings saves time and ensures consistency in map visualizations and route optimization.

Get #ProAtMaplytics: Using PCF Control Configuration

In this tutorial, Maplytics focuses on leveraging Power Apps PCF (PowerApps Component Framework) Control for quick data visualization. This is ideal for users who require rapid access to maps within presentations or during field operations. The tutorial highlights:

  • Configuring PCF for Quick Access: By setting up PCF controls, users can swiftly load map data in Dynamics 365 CRM without needing to configure each map individually. This is especially useful in high-pressure environments where quick access to data is critical, such as sales pitches, field services, or when managing large amounts of location-based information.
    Using PCF controls streamlines the entire process of accessing and visualizing CRM data, enhancing operational speed and efficiency.

Get #ProAtMaplytics: Using Category Configuration

The final video in this series focuses on using Category Configuration for organizing follow-up tasks. This feature is particularly beneficial for users needing a structured way to manage recurring appointments. Key aspects include:

  • Category-Based Planning: Maplytics allows users to set up categories based on follow-up requirements, making it easier to organize and plan appointments. This is especially useful for field reps who have to prioritize visits based on follow-up dates or other criteria.

By following these video tutorials, users can unlock the full potential of Maplytics within Dynamics 365, improving field service efficiency, enhancing sales and customer management, and maximizing the use of location intelligence.

What’s More?

Maplytics is like water that can be molded into any role. It makes map integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the team. For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics here and for fun Tips & Tricks about Maplytics have a look at our series #ProAtMaplytics here. Technical docs for the working of Maplytics are also available for reference.

You can also leave us a review or write about your experience on AppSource or G2 Website.

The post Maximizing Dynamics 365 Impact with Video Tutorials on Integrated Maps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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