Enhancements in Territory Creation & Record Search on maps within Dynamics 365 CRM

Maplytics empowers businesses to visualize Dynamics 365 CRM data on a map efficiently. Data visualization makes analysis and corresponding decision-making easy. However, with a lot of values displayed on the map simultaneously, finding the required becomes taxing. Lets walk through two new enhancements in the Dynamics CRM Maps integration 2024 Spring Release.

Search Records

Imagine Tracy, the senior sales manager at Leaf & Bean Manufacturers wanting to find a particular client among the accounts displayed. She would begin by plotting all the accounts on the map and then utilize the ‘Search Bar’ in the center of the Detail Map.

Once the records have been plotted, this search bar can search for any specific record from the plotted ones using the primary attribute.

Let’s say, Tracy wants to search the account for N. Yubun & Sons. So, she could start by typing the prompt for the same...Read more>>

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