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Route planning for sellers

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Posted on by Out of my depth

Hi guys,

I am configuring a new environment and there is a requirement for route planning for the company sellers.

As far I know, there is nothing out of the box we can use, am I wrong?

If not, what would you suggest I look into, to implement the required functionality?

Thanks a million!

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Inogic 651 on at

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Route planning for sellers

I hope your requirement is fulfilled by now. But if you are still struggling, you must explore a software certified by Microsoft and easily available on the Microsoft AppSource called Maplytics.
Planning helps in winning the battles!

Similarly, a good plannable Route Optimization app is essential for being cost-effective, punctual, and responsible. Maplytics, the all-inclusive plugin for Dynamics 365 CRM and Dataverse is popular for being an efficient planner. The meetings that have been planned with the Auto Scheduling feature get optimized travel routes with turn-by-turn travel directions. The optimized routes are plotted to avoid traffic, tolls, and highways. The routes are flexible and can accommodate additional pitstops and client places.

With routes so well planned and accommodating, the users especially the ones handling logistics and sales at an enterprise level become stress-free. They know the product deliveries are guided well and are following the shortest travel distance or time. Time isn’t wasted in searching for new addresses and locations. The deliveries are not lost in transit but are also tracked in Real Time by Maplytics.

If the delivery van needs immediate attention, repair centers nearby can be plotted with Maplytics and the route can be re-designed automatically to reach it quickly. The travel time is gauged so properly that the exact time of every delivery can also be predicted. With everything planned and under control, the costs of additional fuel are saved. Thus, using Route Optimization is an ‘it’ move with Maplytics within Dynamics 365 CRM.

For more details, do write to the team at crm@inogic.com or check out Maplytics Website!

Thanks,

Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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Anupam.khasia 168 on at

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RE: Route planning for sellers

Hello,

Well, Route planning is mostly part of service based industries. I am not sure what is industry or requirement about route planning. Microsoft Dynamics Customer Service has out of box Route planning & routing requirements. You can go through following links to understand it for your use case.

dynamics.microsoft.com/.../

Hope this helps you.

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AppJetty 1,019 on at

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RE: Route planning for sellers

Hey,

Well, I know a solution to your problem.

Have a look at this plugin for route planning!

Let me introduce you to this plugin!

MappyField 365 for Dynamics CRM is a module developed by AppJetty that provides geolocation and mapping capabilities within Microsoft Dynamics 365 CRM. It enhances the functionality of Dynamics 365 CRM by integrating maps and geolocation data to improve visualization, planning, and management of customer locations, sales territories, field service operations, and more.

Key features of MappyField 365 may include:

Geolocation Visualization: MappyField 365 allows you to view and visualize customer locations, sales territories, or service areas on a map within the Dynamics 365 CRM interface. This helps to gain a geographical understanding of your customer base and field operations.

Route Planning: The module may provide route planning features, allowing you to optimize travel routes and create efficient itineraries for field service technicians, sales representatives, or delivery personnel. This can help minimize travel time, reduce costs, and improve productivity.

Geo-Analytics and Reporting: MappyField 365 might offer analytics and reporting capabilities, enabling you to analyze customer distribution, sales performance by region, or other geographically related metrics. This helps in making data-driven decisions and identifying opportunities for business growth.

Territory Management: The module may include functionality for defining and managing sales territories based on geographical boundaries. This can help assign accounts, leads, or opportunities to specific territories, ensuring proper coverage and focus in different regions.

Integration with Mapping Services: MappyField 365 may integrate with popular mapping services like Google Maps or Bing Maps, providing access to detailed maps, real-time traffic information, and other location-based data.

It's important to note that the specific features and capabilities of MappyField 365 may vary, and it's recommended to visit the AppJetty website or contact their support for detailed information about the module, its functionality, and how it can be tailored to your specific needs within Dynamics 365 CRM.

I hope this helps!

Thanks!

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ashish12 3,079 on at

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RE: Route planning for sellers

Go to app source and search for Sales Geo routing.

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LuHao 40,890 on at

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RE: Route planning for sellers

Hi partner,

Sales does not have OOB Route planning feature.

Some third-party programs can be integrated with D365 to implement Route planning.

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