MappyField 365 For Dynamics CRM
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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.
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?
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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.
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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.
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Targeted Location Marketing
Give the marketing department the right data of the highest-grossing clients and areas and let them do the rest.
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Data Analytics & Visualization
With features like summary cards, heat maps, analytical detailed dashlets, you can easily visualize and analyze your sales data.
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Enhanced Team Productivity
Enhance your team’s performance with route optimization and sharing, territory management, auto scheduling, live tracking, etc.
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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
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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.
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Multi Language Support
Now use our advanced Dynamics 365 mapping features in the language you prefer and understand.
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
Change Log
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
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
Enhancements
- Apple Map Integration
- Rebranding - Quick Maps is now MappyField 365
Enhancements
- Auto Scheduling
- Live User Tracking
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
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
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
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
Enhancements
- Upgrade code standard as per Microsoft guidelines
- Minor Bug Fixes
- UI Enhancements
Enhancements
- Performance Improvements & Bug Fixes
- 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
- Quick Maps is Released.
Documents
Find your answers on our YouTube Channel
General FAQs
Yes. You can refer to our refund policy by clicking on the following URL
refund policy.
Technical FAQs
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