Radius Search for CRM

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Posted on by Justin Rossello

I am trying to find a solution for a customer that will allow them to identify an account record and find corresponding contacts within a specific distance. I have found all kinds of mapping solutions but I am looking for a simple search that can be configured based on their custom demographics. I already have latitude and longitude loaded into all records.

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Inogic 639 on at

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Radius Search for CRM

Hi Justin,

We hope you have figured out a suitable solution so far. If not, Radius/ Proximity Search of Maplytics within Dynamics 365 could be your one-click solution. Maplytics, a product of Inogic is a geo-mapping solution that integrates with all the modules of Dynamics 365 and helps visualize records on the map. With its Radius Search feature, an account record could be selected as the current location and the corresponding contact records around it can be plotted within a specific radius or travel time.

The user can check the distance to the contact records plotted this way and shortlist the records he wants to travel to. Optimized travel routes to them can also be plotted accordingly with turn-by-turn navigation directions using Route Optimization! Apart from this, Maplytics also offers other unique features such as Auto Scheduling for the pre-planning of appointments, Territory Management to auto-create and save territories, Real-Time Tracking to know the whereabouts of field reps, and a lot more.

Maplytics is a powerful and certified software on the Microsoft AppSource that enhances the sales tracking capabilities of Dynamics 365. Check out the Website to know how or contact the team at crm@inogic.com for a free trial, personalized demo, or query resolution!

Thanks,

Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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