{"id":3615,"date":"2021-09-03T17:16:45","date_gmt":"2021-09-03T11:46:45","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3615"},"modified":"2024-12-13T14:27:47","modified_gmt":"2024-12-13T08:57:47","slug":"how-to-get-shortest-routes-using-dynamics-crm-map-integration","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/","title":{"rendered":"How to Get Shortest Routes using Dynamics CRM Map Integration"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/#Step_2_Enable_SPF_Shortest_path_first_from_the_configuration\" >Step 2: Enable SPF (Shortest path first) from the configuration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/#Step_3_Redirect_to_Map_and_define_route_on_the_map\" >Step 3: Redirect to Map and define route on the map<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/#Step_4_Save_and_assign_the_Route_to_the_userteam\" >Step 4: Save and assign the Route to the user\/team<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align:justify;\">\n<p>What will you say about the idea of saving and earning money at the same time?<\/p>\n<p>Seems impossible, right?<\/p>\n<p>But it is not!<\/p>\n<p>The number one pain point of any company having an on-field sales team is the amount of money and time that is lost because of sales reps not knowing the short routes or the traffic status.<\/p>\n<p>This all can be resolved with a single feature: Shortest path first (SPF).<\/p>\n<p>In this blog, we are going to showcase how you can enable this feature in your <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics CRM map integration<\/a> and how your sales reps can use them as well.<\/p>\n<p>For the demonstration purpose, we\u2019ve taken MappyField 365 but you can browse around on MS App Source and find a suitable Dynamics 365 map integration.<\/p>\n<p>You need to follow the below steps to enable the SPF and manage the routes:<\/p>\n<p>&#8211; Enable Optimize Route option<\/p>\n<p>&#8211; Plot the records and define the routes<\/p>\n<p>&#8211; Routes based on SPF<\/p>\n<p>&#8211; Save and manage the Routes<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/logging-Dynamics-365.png\" alt=\"logging Dynamics 365\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Enable_SPF_Shortest_path_first_from_the_configuration\"><\/span>Step 2: Enable SPF (Shortest path first) from the configuration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Navigate to Settings \u2192 Solution \u2192 MappyField 365 \u2192 Setup and enable \u201cOptimize Route\u201d<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Setup-and-enable-Optimize-Route.png\" alt=\"Setup and enable Optimize Route\"><\/center><\/p>\n<p>This will enable the shortest path first feature in MappyField 365 and now you can find the shortest path available for your route.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Redirect_to_Map_and_define_route_on_the_map\"><\/span>Step 3: Redirect to Map and define route on the map<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; Define the \u2018Routes\u2019  by selecting the required records as per Origin to Destination. You can also define the Route by entering the place name under the \u2018Routes\u2019 tab.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Redirect-to-Map-and-define-route.png\" alt=\"Redirect to Map and define route\"><\/center><\/p>\n<p>After plotting the route click on the Go button to plot the shortest route on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/shortest-route.png\" alt=\"shortest route\"><\/center><\/p>\n<p><b>Before \u2018Optimize Route\u2019 (SPF) option is enabled:<\/b><\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Before-Optimize-Route-SPF.png\" alt=\"Before Optimize Route SPF\"><\/center><\/p>\n<p><b>After \u2018Optimize Route\u2019 (SPF) option is enabled:<\/b><\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/After-Optimize-Route-SPF.png\" alt=\"After Optimize Route SPF\"><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Save_and_assign_the_Route_to_the_userteam\"><\/span>Step 4: Save and assign the Route to the user\/team<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>&#8211; To save the selected Route, navigate to the \u201cRoutes\u201d menu and click on the save icon.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/menu-and-click-on-save-icon.png\" alt=\"menu and click on save icon\"><\/center><\/p>\n<p>&#8211; This will open a popup with options to save the route. You will need to enter the name for the route, assign it to the User\/team, and add a Date for the route and priority. This means you are not only sending route details, but you are also communicating the date this meeting\/task needs to be done and the priority, directly to the user.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/meeting-and-task-needs-priority.png\" alt=\"meeting and task needs priority\"><\/center><\/p>\n<p>&#8211; After inserting the details, click on the \u2018Save\u2019 button and the routes will be saved.<\/p>\n<p>&#8211; To check the saved routes, navigate to \u201cRoutes\u201d and By clicking on Saved Routes, the detailed slider will appear on the right.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/detailed-slider-will-appear-right.png\" alt=\"detailed slider will appear right\"><\/center><\/p>\n<p>&#8211; From here you can check assigned routes to the user\/team and view the routes. You can also delete unwanted routes as well.<\/p>\n<p>&#8211; The users can check the assigned routes from the MappyField 365 default dashboards in the \u201cReporting Dashboard\u201d, along with the priority of that particular route.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/07\/Reporting-Dashboard.png\" alt=\"Reporting Dashboard\"><\/center><\/p>\n<p>This way you can save time, money, and decrease redundant communication as well.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>What will you say about the idea of saving and earning money at the same time? Seems impossible, right? But it is not! The number one pain point of any company having an on-field sales team is the amount of money and time that is lost because of sales reps not knowing the short routes&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-get-shortest-routes-using-dynamics-crm-map-integration\/\">Continue reading <span class=\"screen-reader-text\">How to Get Shortest Routes using Dynamics CRM Map Integration<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3628,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-3615","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Get Shortest Routes using Dynamics CRM Map Integration - AppJetty<\/title>\n<meta name=\"description\" content=\"What will you say about the idea of saving and earning money at the same time? 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