Features Archives - Page 13 of 13 - Blog

Search for Accounts or Leads in Dynamics 365 based on Travel Time

February 9, 2017

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How to Save and Share Optimized Route Seamlessly Dynamics 365 CRM?

December 8, 2016

Imagine, an inside sales representative books an important client appointment in Dynamics 365 CRM. The meeting is...

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Build Marketing List Directly from Map in Dynamics 365

December 1, 2016

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Plot Dynamics 365 Data “By Region” on Map using Maplytics

November 23, 2016

When data is huge, it becomes difficult to analyze Dynamics CRM data on a map based on location (geocoordinates). Let us take an example where the user needs to visualize 50K...

Search Customers on Map by Drawing Shapes within Dynamics 365

November 16, 2016

Sometimes it becomes difficult to search your desired Dynamics CRM data on the basis of region or geography. For example, finding Dynamics 365 records that don’t share common...

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Define Geographic Regions for Sales Territory in Dynamics CRM

October 27, 2016

Since we have been using Dynamics CRM, it has always had Territories. However, the Territory feature has been very limited. It only provides a way to name a Territory but there...

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Category: Features

Search for Accounts or Leads in Dynamics 365 based on Travel Time

Build Marketing List Directly from Map in Dynamics 365

Plot Dynamics 365 Data “By Region” on Map using Maplytics

Search Customers on Map by Drawing Shapes within Dynamics 365

Define Geographic Regions for Sales Territory in Dynamics CRM

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