Mappyfield 365: Map, Route, Territory, Field Service with Azure & Google Map in Dynamics 365 CRM

MappyField 365 is a powerful geo-mapping tool designed to work across all Dynamics 365 modules, enabling sales, marketing, field service, and delivery teams to improve their workflows. Unlike other mapping tools, MappyField 365 offers territory balancing, automated check-ins, and seamless Dynamics 365 integration, built by experts with years of experience. MappyField 365 supports multiple languages and works seamlessly across all devices.

MappyField 365 transforms location intelligence by integrating Google/Azure Maps into Microsoft Dynamics 365. It provides geographical insights to help businesses explore new markets, optimize field operations, and enhance customer interactions. With advanced capabilities like territory mapping, heat maps, analytical dashboards, and proximity searches, businesses can efficiently schedule appointments, streamline routes, and balance sales territories.

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Features of MappyField 365

• Mapping CRM Data: Plot and categorize CRM records with color-coded pushpins for better data visualization and analysis.
• Data Visualization: Gain insights with geo-analytics and interactive dashboards to analyze CRM data and make informed decisions.
• Territory Management: Auto-create, assign, and manage territories with configurable rules for balanced workload distribution.
• Proximity Search: Find nearby records based on distance or travel time for faster lead, client, and service identification.
• Visit Planner: Schedule and optimize multiple field visits with smart route planning to reduce travel time and improve productivity.
• Appointment Automation: Auto-schedule and assign field visits based on availability, location, and priority for efficient service.
• Route Optimization: Optimize travel routes with turn-by-turn navigation, reducing travel time and fuel costs while improving efficiency.
• Automatic Check-in and Check-out: Log field rep visits automatically within a geofenced location for accurate service tracking and reporting.
• Note Logging: Capture and store important visit details with quick notes to improve documentation, follow-ups, and collaboration.
• Live Chat: Enables seamless communication between field teams and managers for instant updates and task coordination.

Benefits of MappyField 365

• Boost Business Efficiency: Improve on-field operations with real-time insights, smarter planning, and automation to enhance productivity.
• Geographical Data Visualization: Visualize, filter, and geocode CRM data on a map, using configurable heatmaps to drive strategic business growth.
• Increase Sales And Revenue: Build high-converting sales pipelines with advanced mapping, proximity search, and territory management.
• Reduce Operational Costs: Minimize travel time and fuel expenses by optimizing and automating route planning, reducing inefficiencies in field operations.
• Improve Customer Engagement: Automate scheduling, streamline on-site visits, and provide a seamless customer experience with well-organized service appointments.

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