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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add-on or tools for th...
Microsoft Dynamics CRM (Archived)

Add-on or tools for the maps

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Posted on by Community Member Microsoft Employee

Hi All,

I'm looking for a tool to map.

I would like to have, for an account, a map which allows to view others accounts within a radius of 10/20 KM. 

The salesman will be able to select another account and he could make an appointment with another client.

The aim  is to check if he could visit another client in the area he is at this moment.

 

I have already contacted Esri Maps but they are waiting for an answer to double check their product is still available.

I also contacted PowerObjects but this feature is not yet available .

 

Unfortunately I don't know any other partners.

 

Thanks in advance for your help.

Best regards

*This post is locked for comments

  • AppJetty Profile Picture
    AppJetty 1,013 on at
    RE: Add-on or tools for the maps

    Hello, 

    You can also try Quick maps for Dynamics CRM. Quick Maps is a must-have Dynamics CRM plugin which helps the user in visualizing the CRM data on a map. It is an intuitive and easy-to-integrate plugin that assists sales and marketing managers to effectively manage their daily activities as well as teams.

    These dashlets provide smart overview of sales activity, open leads, follow-up data, and performance.

    Featured are: 

    • Recognize Top-Performing Regions

    • Increase Sales Team Productivity

    • Detailed Market Analysis

    • Find & Target New Leads

    • Collaboration with Marketing Dept.

    • A 360 Degree Sales Solution

    visit website: https://www.appjetty.com/dynamicscrm-quick-maps.htm

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add-on or tools for the maps

    I just heard about this feature now and I think this is really helpful to sales agents on the go. Some companies should look into this innovation and integrate it with whatever tools they're using in searching for prospects and leads.

  • Inogic Profile Picture
    Inogic 438 on at
    RE: Add-on or tools for the maps

    Hi Carine,

    To answer your specific question on finding nearby accounts – Yes, our Geo-Analytical Solution, Maplytics™ offers user the option to locate nearby CRM records around a particular location and take actions like scheduling appointment, adding task etc.

    Please go through below link for the same:

    http://www.maplytics.com/radius-search-dynamics-crm/

    Click here to watch Maplytics demo. Click here to download the solution and get some hands on experience with your own data.

    Maplytics™ is a Multi-Language Geo-Analytics tool designed for Microsoft Dynamics versions CRM 2013 and above as well as supports all deployment models of CRM On-Premise (IFD as well), CRM Online and Partner-hosted. It uses the API services provided by Bing maps.

    Some of its features include:

     •         Visualize CRM data on map (be it account, lead, contact or any custom entity)

    •         Territory Management and re-alignment

    •         Appointment scheduling and planning, Route Optimization & Sharing

    •         Heat Map, Geo-Analytical dashboard representation of Customer and Sales data

    For more features kindly refer our website, you can also visit our Maplytics InfoCenter where you can find all Maplytics information under one roof.

    Thanks!

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