Quick Maps For Dynamics CRM
Why Use Quick Maps?
Recognize Sales Regions
Know about your sales territories, analyze, and manage prospects from different locations. You can map your sale regions in details as well.
Save Time & Efforts
Get detailed map routes to reach your prospects. Use the nearby feature to find the customers in your proximity to save time, finances, and efforts spent to meet customers and prospects.
Analyze Sales Market
With Microsoft Dynamics CRM Mapping Plugin, spot the market geography patterns and know about the location of your sales prospects as well as ongoing trends with Heat Maps.
Quick Maps - Feature Highlights
Configure & Filter
Map Definitions and Locations
- Entity to Map
- Plot and Filter Records
- Action Buttons
- Geo-analytical Dashboard
- Heat Map & Summary Card
Dynamics 365 Map Integration lets you geocode records from the CRM. All you need to do is, select the entity type. You can select entities related to address or customers. You can also select the address fields with latitude/longitude to generate the geocode. It is feasible to manually geocode the records that are not new. You can update their latitude/longitude as well.
When you add an entity with its view in Dynamics CRM Map Integration, all records will get plotted on the map. Users can add various pins for entities to differentiate records from each other. These records also can be filtered based on Region, Drawing, Territory, Proximity, and Category.
There are action buttons associated with a pushpin on the map. You can perform various tasks right from the CRM itself. The actions include sending email, assign records to a user or team, add to the marketing list, add task or appointment. Also, you can qualify/disqualify leads, and activate/deactivate records.
You can easily visualize and analyze real-time Dynamics CRM/365 data with the Microsoft Dynamics CRM Mapping Plugin. With this geo-analytical dashboard, you get easy to view Dashlets related to Overview, Sales Activity, and Performance
Highlight areas with a number of records on heatmap and a color bifurcation with the Microsoft Dynamics CRM Mapping Plugin. You can configure color, radius, and intensity of your choice to create the heat map. With the Summary Card feature, you get summarized information of records for the entity that is plotted on the map.
- Set route
- Get optimized route
- Share route
- Access existing route
- Reverse Directions
You can add addresses of records to the route and add more than two waypoints at a time. Get three different options to add waypoints like Set as Origin, Set as Destination, and Add an in-between route. Using Add in between route option, you get to place waypoint based on your route preference.
It becomes important to optimize route so that more locations can be covered in the shortest time span. Quick Maps Dynamics CRM Map Integration provides multiple options like ‘Avoid Highways’, ‘Avoid Traffic’ and ‘Avoid Toll Roads’ to get an optimized route so that sales representative can reach their customers easily.
Sales people using Dynamics CRM might want to share generated route among themselves for ease of access. Share route feature helps them to share route with their fellow teammates via email. It brings much convenience as they do not need to communicate for the same each time.
Quick Maps allows you to save routes for future access. Hence salespersons don’t have to generate the same route repeatedly. They can access the existing saved route as and when required. This brings a lot of convenience.
- Access map definitions and locations
- Get Current Location
- Add New Location
- Update existing definitions or Location
- Point of Interest Location (POI)
Save definitions and location in Quick Maps, so you do not have to waste time finding them at a later stage. You can also easily navigate to definition or location and manipulate them according to your requirement. Along with definition creation, you can provide user access to the definition.
You might require a current location to perform proximity search or knowing nearby Point of Interest places. At that time, you can use the current location feature of Dynamics CRM Map Integration to know your location.
You can save map’s current center according to the latitude/longitude and set the zoom level. Once saved, you can easily return to it later. Using the Add New Location feature, the defined new location gets added to the maps and can be accessed when required.
Locations do not remain static. There might arise a need to change location. Hence, using Quick Maps, you can modify or remove records that are already there on the map.
- Filter Data Grid
- Export Data or Generate PDF
- Change owner
- Print Ready
- Manage Territory
In Quick Maps, all records you have plotted on map can be viewed in tabular format in form of data grid. In data grid, all plotted records are accessible. These records can be filtered based on concept of string manipulation if all records are not required.
Get access to your data in the format of your choice. You can export all or selected records present in data as an excel file or in the PDF file format. You can download these Excel or Pdf files automatically.
In Dynamics CRM, every user has specific roles. Hence if there arises a need to change the owner of a particular record or give them access to certain functionalities, you can do it using change owner functionality.
There are times when you might want the data to be printed. Using the print option in Data grid, all or selected records in the data grid can be printed for on paper reference of the records. You can carry the hard copy along wherever you want.
Compatible with Mobile Devices
Integration of Quick Maps with the Dynamics 365 App for devices lets you visualize Dynamics CRM data on the map. You can perform multiple actions right from the app. Compatibility with various mobile devices provides you the ease to access important data at your fingertips.
Points to Note
- AppJetty License authentication is required for our product QuickMaps from configuration from web access.
- You need to generate the Google Geocoding API Key from https://console.developers.google.com/apis to view Get manually geocode in QuickMaps.
- Pop-ups should not be blocked in web browser.
- Works with Dynamics CRM 2016 and Dynamics 365, Online and On-Premise.
- Mobile Support is available for Dynamics 365.
- Dynamics CRM :
Dynamics 365 v188.8.131.521
Secure & Stable
- 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
- Upgrade code standard as per Microsoft guidelines
- Minor Bug Fixes
- UI 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.
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 firstname.lastname@example.org.
Do you provide demo?
Yes, we do. You can view the demo by clicking on "Free Trial"
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.
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 set cron and days. Cron will run and generate geocode for all mapped entities.