Plugin to see all Accounts or Opportunities on one map

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Posted on by JDMCRM

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Hi,

Is there any free plugins for CRM that shows pins of all Accounts (priority), or all Opportunities on one single map that can be added to a form.

The idea is that if a sales rep is at a customer he can see if there are existing customers nearby he can visit.

Preference would be free as this is for a demo, but if there are paid plugins then I'll take a look at them as well.

Thanks

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Rajkumar Rajaraman on at

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Is this what you are looking for?:

www.powerobjects.com/.../powermap

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JDMCRM 1,799 on at

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Thanks Rajkumar, definitely an option. Just out of interest do you know of any free alternatives. I'm going to assume there aren't.

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Rajkumar Rajaraman on at

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Sorry JD., I don't know free alternatives...

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Aiden Kaskela 19,696 on at

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Hi JD,

This isn't a to-go plugin like you're looking for, but it's a good foundation if you're looking to build one. crm-dev.blogspot.com.au/.../crm-2011-add-mapping-to-advanced-find.html

The completed plugin won't do what you want exactly, but it's pretty neat:

crmmapping.codeplex.com

the solution there takes a list of accounts from the advanced find results and plots them on a map.

If you want to build out the plugin yourself, you can start with the source code and instead of triggering it from an advanced find, pass in all accounts in the same city or state to your iFrame on load of the account. This would end up being a pretty sweet add-on.

Hope this helps, if it does I would appreciate if you would mark this as the verified answer.

Thanks,

Aiden

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Community Member on at

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You can use the Badger Map to do exactly this. Badger can integrate with Dynamics with APIs or spreadsheets so that you can see all your data from Dynamics on a Google Map and be able to filter through them by priority, type of account, etc. You can also find leads, build and optimize routes and schedules to plan your day faster. You can use Badger on your computer, or it also has native apps on mobile devices for when reps are on the road. Badger and Dynamics is a great combination.

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Community Member on at

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Hi JD M,

take a look at Resco Mobile CRM - the application allows you to switch a view to a map (for any entity) and it's exactly used how you've described - to look for nearby customers, leads, service activities...

More info at www.resco.net/mobilecrm

Zuzana

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Vrunda Patel 60 on at

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You can use the MappyField, Dynamics 365 mapping plugin, which helps users visualize CRM data on the map with support for Power Apps (CDS). An easy-to-integrate plugin that assists sales and marketing managers to effectively manage their teams’ daily activities with features like shortest route first, territory management, geo-analytical dashboard, live user tracking, heat maps, and more.

MappyField 365 plugin is compatible with mobile devices, which gives all the sales and marketing managers the flexibility to access data from anywhere and everywhere. Use the Dynamics 365 field mapping integration from the Dynamics 365 mobile app and perform multiple actions right from the app.

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