What is Esri Maps for Dynamics CRM and ArcGIS?

Esri Maps for Dynamics CRM, powered by ArcGIS Online, is a solution that brings mapping capabilities into Microsoft Dynamics CRM. With Esri Maps for Dynamics CRM, you can easily create a geospatial view of your organization's data by creating an interactive map that includes data from Microsoft Dynamics CRM and ArcGIS services—all without leaving the Microsoft Dynamics CRM environment.

After importing the Esri Maps for Dynamics CRM solution, you will see Esri Maps in the Workplace pane of Microsoft Dynamics CRM. Use this to interact with Esri Maps for Dynamics CRM.

• Map CRM data to see easily see where concentrations of customers or constituents exist.
• Customize maps and add them to Dynamics CRM dashboards.
• Access rich collection of basemaps, demographic maps, image services, and data.
• Visualize neighborhood demographics using pop-ups.
• Calculate routes and build travel activity based on customer/prospect location.
• Geocode, geoenable, and geoenrich CRM data using a Locate workflow.
• Visualize CRM data by grouping according to attribute.
• Save CRM data into views based on geographic selection and then use those views for other CRM activities like adding to marketing lists and sending emails.
• Share maps with the rest of your organization using ArcGIS Online.
• Single sign-on capability. With CRM on-premises, organizations can use the same login for their organization, for CRM, and for ArcGIS Online. With CRM On-line, organizations can use the same login for their organization and ArcGIS Online.
• Esri Maps for Dynamics CRM is installed as a solution package.