Discover Powerful New Territory and Record Search capabilities in Dynamics 365

Businesses can be empowered to efficiently visualize Dynamics 365 data on a map with Maplytics. Data visualization makes data analysis and corresponding decision-making easy. But with multiple values plotted on the map simultaneously, finding the exact required one becomes taxing. Let’s skim through two more enhancements from the Dynamics CRM Maps integration 2024 Spring Release.

Search Records

Imagine Trina, a senior sales manager at Bean-Leaf Manufacturers wanting to find a specific client among the accounts displayed. She would begin by displaying all the accounts on the map and then utilize the ‘Search Bar’ at the top center of the Detail Map.

Once the records are plotted, this search bar can search for any record from the plotted ones using the reference/ prompt of the primary attribute.

Let’s say, Trina wants to search the account of N. Yubun & Sons. So, she can start by typing the prompt for the same..… Read More »

The post Discover Powerful New Territory and Record Search capabilities in Dynamics 365 first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.