MappyField 365 For Dynamics CRM

$24.90

Starts at

$24.90

A Robust Dynamics 365 Map Integration

MappyField 365, a Dynamics CRM mapping plugin, helps users visualize CRM data on the map with support for Power Apps (CDS). An easy-to-integrate plugin that assists sales and marketing managers to effectively manage their teams’ daily activities with features like shortest route first, territory management, geo-analytical dashboard, live user tracking, heat maps, and more.

  • Microsoft Certification
  • Microsoft Preferred

The Ultimate Planner for Sales Team

Sales Reps

Spend more time with your customers and less on the road to make the most of your daily appointments.

Sales Manager

Stay on top of how your team is performing on field by tracking their activity with live tracking, automated performance reports.

Streamlined Sales Operations

Train your workforce in less time by giving them visual insight into their available opportunities, territories, and leads.

Why Use MappyField 365?

  • Map Your Records

    Plot multiple CRM entities on the map and view the desired data using filters like Region, Drawing, Territory, Proximity, and User with our Dynamics 365 mapping tool.

  • Never Miss an Appointment

    Get an overview of your daily activities marked with priorities and manage your schedule accordingly with our Dynamics 365 field mapping.

  • Targeted Location Marketing

    Give the marketing department the right data of the highest-grossing clients and areas and let them do the rest.

  • Data Analytics & Visualization

    With features like summary cards, heat maps, analytical detailed dashlets, you can easily visualize and analyze your sales data.

  • Enhanced Team Productivity

    Enhance your team’s performance with route optimization and sharing, territory management, auto scheduling, live tracking, etc.

  • Nearby Places

    Now easily find the places for client meetings, territory sales team meetings, etc. and utilize your time with your clients to its highest potential using our Dynamics 365 mapping.

Remarkable Features

  • Heat Map Visualization

    Now visualize and analyze the CRM data in real-time with heat map visualization. Create area-wise heat maps, pie charts, and column charts to take better and data-driven decisions.

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  • Route Optimization & Sharing

    Create and share optimized routes with your on-field team members. They can also find nearby customers in their territory to reach out to more customers in lesser time.

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  • Reporting & Analytical Dashboard

    Get a smart overview of sales activity, open leads, follow-up data, and performance and plan your daily or monthly activities accordingly.

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  • Advanced Search

    Search by region, shape, and proximity and create a category/attribute specific view of multiple plotted entities on Dynamics CRM map integration. Understand the core reason behind the success and failures of your strategies using this advanced category search.

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  • Check-in / Check-out

    Get an overview of your on-field team members in real-time as they check-in / check-out of their daily activities like tasks, appointments, service activity as well as custom activity.

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  • User Level Configuration

    Save time and manual efforts by configuring small details like auto zoom and default location to personalize your map view with user level configuration.

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  • Territory Management

    Create territories in a few simple steps from the map by region, drawing, and shape file using our Dynamics 365 map integration. And you can not only create but also assign these territories right from the map to your team members.

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  • Auto Scheduling

    Allot accounts/leads to your on-field team along with smart optimized routes scheduled over a length of days, which will be defined by our shortest route first feature.

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  • Live User Tracking

    Say bye to time wasted on redundant communication between you and your on-field sales team. Keep a track of your team’s activities and get live updates of their whereabouts.

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  • Security Templates

    Share only the required data securely with your team members using security templates. No need to switch back and forth between modules anymore.

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  • Navigate via Google, Waze or Apple Map

    Easily navigate to your clients by accessing the defined routes from Google Maps, Waze Map, or Apple Maps whichever you prefer.

  • Multi Language Support

    Now use our advanced Dynamics 365 mapping features in the language you prefer and understand.

Compatible with Mobile Devices

Compatible with Mobile Devices

Our MappyField 365 plugin is compatible with mobile devices, which gives all the sales and marketing managers the flexibility to access data from anywhere and everywhere. Use the Dynamics 365 map integration from the Dynamics 365 mobile app and perform multiple actions right from the app.

Points to Note

  • AppJetty License authentication is required for our product MappyField 365 from configuration from web access.
  • The user needs to generate the Bing Maps API Key from https://www.bingmapsportal.com/
  • Pop-ups should not be blocked in a web browser.
  • Dynamics 365 Online and On-Premise.
  • Responsive (Mobile Browser Support)
  • App Support (Unified User Interface) is available for Dynamics 365.
  • PowerApps (CDS) Support
 
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Starts at $24.90 / Month *upto 5 users
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Change Log

Version 6.0.0 : May 19, 2021

Enhancements

  • Added territory management and heat map in map page
  • Open map in full screen
  • Added territory plotting from map
  • Apply filter and plot data
  • Added auto territory assignment for accounts and leads
  • Feature to send reminder to the record owner for check-in/checkout
  • Show record statistics related to territory being created
  • Added street side map view
  • Added functionality to show measures for shape drawn
  • Added functionality to Import bulk territories using CSV file
  • Added functionality to directly create task and appointment from map
  • Added functionality to set default template in map
  • Added functionality to save template and set default template in heatmap
Version 5.0 : October 28, 2020

Enhancements

  • Upgraded UI and UX
  • Added Live User Tracking using Firebase
  • Added MappyField 365 Dynamic Dashboard feature
  • Added Create Record on selected POI feature
  • Added Customize pin support
  • Added Shape operation on drawing search
  • Added User guided tour
  • Added Edit activities feature from map
Version 4.2.1 : March 19, 2020

Enhancements

  • Apple Map Integration
  • Rebranding - Quick Maps is now MappyField 365
Version 4.2 : February 19, 2020

Enhancements

  • Auto Scheduling
  • Live User Tracking
Version 4.1 : January 20, 2020

Enhancements

  • Added autozoom on drawn shape feature
  • Visualize along the route data in data grid
  • Added cluster support in dashboards
  • Find shortest route using SPF algorithm
  • Navigate Routes via Waze or Google Map
  • Plot multiple regions using region filter
  • Added reporting dashboard
  • Custom activity entity support for check in / Check Out
  • Added add notes and add attachment feature in checkout
  • UI/UX changes
  • Minor Bug fixes
Version 4.0 : October 10, 2019

Enhancements

  • Added Territory management
  • Added Advanced Heat Map
  • Added Advanced Options in Entity to map configurations
  • Added User Wise configuration
  • Added Security Template Configuration
  • Added Contextual menu from map
  • Added Non geocoded Records Report
  • Added Advanced Individual Record Map
  • Added Email Template selection while sending email
  • Added Check In Check out from activities feature
  • Added More Default CRM functionalities from map for case, invoice, and quote
  • Added Search records by the user (Owner) in Map functionality
  • Added ‘Along the route’ option
  • Added MappyField 365 Service Activity Dashboard
  • Added View Travel Distance on proximity search
Version 3.1 : April 26, 2019

Enhancements

  • Record redirection from dashboards
  • Clustered Maps
  • Save map as template feature
  • Updated direction module
  • Added Button selection for entities to display in the infobox
  • Added Map download feature
  • Assign routes to users feature
  • Added map view in the entity list
  • UI Enhancements
Version 3.0 : January 30, 2019

Enhancements

  • Added Analytical Dashboard
  • Added Customer related entities support
  • Added Heat Map configurations
  • Added Concentric Proximity
  • Added Advanced Summary card
  • Added Category selection
  • Added View and Delete options
  • Functionality to Qualify, Disqualify and Reactivate Lead from map
  • Functionality to Activate and Deactivate Account/Contact from map
  • Added more POI options
  • Added Individual record map
  • Added user access definition option
  • Added custom view support for plot records
  • Added Auto-suggest with business search suggestion
  • UI Enhancements
  • Multi Language Support
  • Added Mobile Support using Unified User Interface
  • Minor Bug Fixes
Version 2.2 : November 27, 2018

Enhancements

  • Upgrade code standard as per Microsoft guidelines
  • Minor Bug Fixes
  • UI Enhancements
Version 2.1 : August 02, 2018

Enhancements

  • Performance Improvements & Bug Fixes
Version: 2.0 : May 02, 2018
  • Added record filtration
  • Added data grid
  • Added data export options
  • Added summary card
  • Added option to find Point of Interests
  • Functionality to share locations
  • Functionality to create tasks and appointments from map
  • Functionality to save, view locations
  • Minor Bug Fixes
  • UI Enhancements
Version 1.0 : February 23, 2018
  • Quick Maps is Released.
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