Starts at

$5.9
A Robust Dynamics CRM Map Integration

A Robust Dynamics CRM Map Integration

Quick Maps is a must-have Dynamics CRM plugin that helps users in visualizing the CRM data on a map. An easy-to-integrate plugin that assists sales and marketing managers to effectively manage their teams’ daily activities. Now manage & assign territories, understand the market geography and expand the potential of your sales team with our completely customizable Dynamics CRM map integration.

Why Use Quick Maps?

Recognize Top-Performing Regions

Using geo-analytical dashboards and heatmaps of our map integration, easily recognize top as well as low performing regions. Based on the overview, you can take quick and accurate decisions to direct your on-field teams in the right direction.

Territory Creation & Management

See the potential in a new territory? Create and assign new territories in a matter of minutes with our smart map integration. Balance workload for your sales team and at the same time secure the highest potential accounts across multiple territories.

Detailed Market Analysis

Multiple geo-analytical dashboards such as overview, sales activity, and sales performance allow the sales managers to analyze the market in detail. They will have a clear vision of their highest performing assets, areas, and such data also helps them identify new quality leads and territories.

Find & Target New Leads

Ever scratched your head wondering where all the quality new leads are hiding? Well, say goodbye to all these wonderings with Quick Maps which provides comprehensive area-wise heat maps of new leads & opportunities and other CRM records. See the summarized data of heatmaps in different formats that help you come to the right conclusions.

Collaboration with Marketing Dept.

Collaborating with the marketing team was never this easy. Now you can inform the marketing department about the highest-grossing clients in the area and let them do the rest. Using the Quick Maps plugin, they can search for a convenient point of interest to connect with such clients.

Security Templates

Create security templates to regulate the actions on CRM records from our map integration. Give access of the necessary actions to your on-field sales reps like send email, proximity search, add appointment, add task, etc. Easily assign such templates to CRM users in bulk for secured actions.

Remarkable Features

Geo-Analytical Dashboards

Geo-Analytical Dashboards

With Quick Maps, visualize and analyze the CRM data in real-time. Now plan your daily or monthly activities with the easily accessible data through dashlets. These dashlets provide smart overview of sales activity, open leads, follow-up data, and performance.

Map Your Records

Map Your Records

Choose from multiple CRM entities to plot on the map and view the desired data with Quick Maps. Filter-out the unnecessary data with filtered views based on Region, Drawing, Territory, Proximity, and User. Manage your CRM customer data and assist the sales team by directing them towards the right path. The right software to support you & your team.

Multiple Action Buttons

Multiple Action Buttons

Quick maps enable you to perform various actions right from the map. Now send an email, schedule an appointment, assign records to your team members, add tasks related to them, etc. every possible action right from Quick Maps. No need to go back & forth.

Summary Cards

Summary Cards

See the summarized data of the plotted records right on the map. Customize the summary card from the backend by selecting the CRM records fields for which you want to see the summarized data. This way you get the aggregated data to help you make analytical decisions on the go. Get an overview of the plotted entities and understand your customer base thoroughly.

Set and Share Routes

Set and Share Routes

The biggest problem of spending too much time driving can be solved by this improved feature of Quick Maps plugin. Now sales reps can set and share their daily routes with their managers easily right from the Dynamics CRM and go about their day. Reduce redundant communication across the team with our map integration.

Category Search

Category Search

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 for your organization using this advanced category search.

Territory Management

Territory Management

Create territories in a few simple steps from the map by region, drawing, and shapefile. You can also select multiple regions to create one territory. Not only create but also assign these territories right from the map to your team members.

  • Geo-Analytical Dashboards

  • Map Your Records

  • Multiple Action Buttons

  • Summary Cards

  • Set and Share Routes

  • Category Search

  • Territory Management

Compatible With Mobile Devices

Quick Map

Our Quick Maps plugin is compatible with mobile devices which gives all the sales and marketing managers the flexibility to access data from anywhere and everywhere. Access the Dynamics CRM map integration right 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 QuickMaps 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.

Secure & Stable

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Lifetime Updates

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Lifetime Support

30 Days Free Trial Available
Starts at $5.9/ Month

Change Log

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 Quick Maps 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.
Customer Reviews
(5/5)
  • Best app!

    Simply we love using it. Being able to add details right from the map is amazing! Increased efficiency.

    Alene (Posted on August 29, 2019)
    Yes, I Recommend This
  • Very useful and helpful

    It is so useful to get location-based data! It is a great addon to an already great CRM.

    Aria white (Posted on May 26, 2019)
    Yes, I Recommend This

Documents

General FAQs

  • What versions of Dynamics CRM does the plugin support?

    The plugin is compatible with Microsoft Dynamics CRM 2016 and Dynamics 365 (online and on-premises).

  • Can you customize the plugin as per my requirement?

    Definitely. You can share your customization request at support@appjetty.com.

  • Do you provide demo?

    Yes, we do. You can view the demo by clicking on "Test Drive"

  • Do you have a refund policy?

    Yes. You can refer to our refund policy by clicking on the following URL https://www.appjetty.com/refund-policy.htm.

  • Is the plugin supported on all browsers?

    This plugin provides support for Edge (v12 and above), Firefox (v29 and above), Chrome (v33 and above), Safari (v7.1 and above) and Opera (v20 and above).

Technical FAQs

  • Does it provide the facility to get geocode(latitude and longitude) from the address?

    Yes, you need to click on 'Get Geocode' button in particular records.

  • Who can set default configuration settings?

    Only System Administrator can set default configuration settings.

  • Can I view entity records based on their views from the QuickMaps?

    Yes, you can view all the records as per their view.

  • Does it provide a way to generate geocode automatically for new records of a particular entity?

    Yes, it does. You need to mark the checkbox in Entity To Map dialogbox.

  • Does it provide a way to generate geocode for all records?

    Yes, it does. You can get getcode for all the records by clicking on 'Get Geocode' from list view.