How to Create and Save Visit Planner in MappyField

How to Create and Save Visit Planner in MappyField

Amit Shah

January 12th, 2023

Before visiting multiple clients, you need to plan a visiting route. Mappy Field provides functionality to plan your visiting route according to Start Location, Time, Start Date, End Date, Visiting Duration, and more.

The visit planning feature is helpful when you are not able to decide what is the best route according to time. The visit planning feature saves you time and gives you the best route. Here is how you can decide the route in Dynamics 365 Map.

Step 1: In MappyField’s navigation bar, click on the Visit Planner Button.

Create and Save Visit Planner-1

After clicking on the Visit Planner button, the side panel will open up.

Step 2: Fill in the Details of the Side Panel.

Create and Save Visit Planner-2

Once you fill in all the details, Mappyfield will show a Visit Planner.

Step 3: Based on the start location, you see a list of all customers.

Create and Save Visit Planner-3

Step 4: Next step is select the customer whom you want to visit.

Create and Save Visit Planner-4

Once you fill in all the details, click on the arrow.

Step 5: After processing the data, you can see the result.

Create and Save Visit Planner-5

MappyField processes data and gives results based on Start location, Time, Start Date, End Date, and Visiting Duration.

In the above screenshot, you can see the route connecting all locations.

After plotting the route, MappyField saves the Visiting planner route as an Event.

Step 6: To see the saved visiting planner route Click on Today’s Schedule Button.

Create and Save Visit Planner-6

In Today’s Schedule section, you can see the schedule in the upcoming event tab.

Create and Save Visit Planner-7

You can also see the route by clicking on the Go to Route button.

 
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