Exploring Integrated Maps with A Video Guide to Maximize Dynamics 365 Impact

Maplytics is a powerful tool for enhancing the capabilities of Dynamics 365 CRM through location-based insights and map visualizations. Below is a summary of each tutorial from two Maplytics video series, explaining how you can master its various features for field service, sales, and more!

Tutorial 1: Visualizing Dynamics 365 Data on an Integrated Map

The first tutorial of the series #KnowYourMaplytics introduces users to the basics of how Maplytics integrates mapping capabilities into Dynamics 365 CRM. You’ll learn how to efficiently visualize your CRM records on an integrated map using multiple plotting methods. This tutorial walks through:

1. PCF Detail Map Control View: A way to control map views using PCF controls.
2. Plot Records by Location, Region, and Drawing: Visualize CRM data geographically based on these categories.
3. Lasso Tool & Mass Actions: This feature helps users select specific regions on a map and take mass actions such as updating records or planning visits.

With Maplytics, businesses can seamlessly plot data on maps, making it easier to see location-based insights and take necessary actions.

Tutorial 2: Searching Dynamics 365 Records Based on Geographic Parameters

Building on the basics from Tutorial 1, this video dives deeper into Search Operations by showing how you can search CRM records based on geographic factors. It explores:

1. Proximity Search by Time: Plot CRM records within a specific time frame for enhanced targeting.
2. Multi-Search Options: Search by region, drawing, or territory. This tutorial demonstrates how to leverage Maplytics’ proximity search and multi-search options to better target accounts or leads based on their geographical location... Read More

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