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we're shortly beforer going to Dynamics 365 for Sales, already using Dynamics NAV, but no CRM system.
At the moment, we do a intense use of Google MyMaps Tool to locate our customers, leads an target leads on a clear overview, for each sales rep in his area. This tool also provides route planning for the "customers".
I didn't find a comparable solution for the integrated Bing Maps. Does anyone know, how to use or integrate MyMaps into 365 for Sales? We don't hope to be the only with a problem like this .)
How would you present My Maps in D365 Sales? By simply show its web page in entity form or embed full map in form?
If you only need a simple web page presentation, just add it into form as a web resource.
If you want to embed map in form for deep integration,
(for example: there are longitude and latitude fields in lead form, you want to have a geolocation of this lead on map with these data)
then we need APIs from My Maps to manipulate data.
Currently I only found tutorial about integration with Google Maps and what I could do in D365 is simple presentation.
In addition, could you share me more details about your requirement of clear overview and sales rep?
To integrate Google Maps you need to add HTML web resource on account and contact forms. Refer the following for step by step integration.
Tech Admin | Office 365 E5
Maplytics is one of the most comprehensive map integration solution available for Dynamics 365 Sales. It offers a variety of features including but not restricted to visualizing records on the map, optimized routing, appointment planner, territory management, shape layer integration. The solution is available on AppSource is also Certified for Microsoft Dynamics (CfMD).
You could reach out to us offline to assist you further with your integration needs.
Thank you, Sam - that seems to be a good solution.
I would suggest one another option Quick maps in Bing maps. Quick Maps is a must-have Dynamics CRM plugin which helps the user in visualizing the CRM data on a map. It is an intuitive and easy-to-integrate plugin that assists sales and marketing managers to effectively manage their daily activities as well as teams.
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