How can you set up route planning in MobileCRM?

Last week I’ve talked about how you could use Resco’s new feature in it’s MobileCRM app; route planning. Today, I will explain in 3 steps how you can set up route planning for your mobile project in Woodford, which is Resco’s tool to customize your app.

Step 1: Create a route plan in your mobile project

You can call your route plan whatever you like, for this example I used “RoutePlan” as name. But you could call it e.g. “Appointment – Routeplan” or “Service activity – Routeplan” if you create different routeplans for different activities.

Step 2: Edit your route plan and pick your kind of activity

You can pick what type of activity you want to create in your route plan. You can pick following types:

• Appointment: this seems to be the most obvious one to me. And as thus I have used this activity for this example.
• Task: you could use tasks for e.g. you are creating a “to do” list (pick up A at customer B, deliver package C to customer D and finally bring E to customer F) and create a route accordingly.
• Email: Email seems to be the odd one in the list. I haven’t found a fine example yet why you would use route mapping for emails, but feel free to leave your suggestion!
• Service Activity: Just as appointments, you could use Service activities to map out a route for your service technician to visit customer who need a repair or a maintenance visit.
• Phone conversation: As with email I’m not entirely sure why you would create a route planning for a phone conversation. Phone calls are the easiest way to do reach people without having to move yourself and as such I do not see a use for route planning here. But again, leave your suggestion if you think otherwise.

You can pick the activity view.

And the source view for your route plan.

You now have a route plan!

Step 3: Add your routeplan to your project and publish!

Finally, don’t forget to validate and publish your project!