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Meticulous Planning That Saves the Day
Your client calls in with an urgent technical issue. Their usual point of contact is fully booked until Friday. But instead of leaving the client stranded, you already have the answer, because you can see exactly where your field reps are scheduled, what skills they have, and which one is in the client’s area tomorrow.
With a quick look at the pre-planned schedules, you identify the right rep, confirm she has the required skills, and slot in an ad-hoc visit within the client’s working hours. Problem solved, before it became a problem.
Advanced scheduling gives your team a clear view of available time slots, client availability, and technician skills, so every appointment, planned or spontaneous, goes to exactly the right person.
Proactive Appointment Scheduling
Route Optimization within Microsoft Dynamics 365 CRM has already enabled sales managers to assign routes to field representatives. Maplytics takes this further by automatically creating and saving optimized routes for all scheduled appointments. This provides full visibility into planned routes and appointments across days and weeks, directly within Microsoft Dynamics 365 CRM.
One of the key strengths of Maplytics is the ability to plan daily meeting schedules in detail, including meeting time, break time, buffer time, and more, giving your team a realistic and manageable field calendar.
What more can be viewed?
Your reps and managers can also view the routes required to reach every destination scheduled for the day, directly on the map. Map-based visualizations help track meeting completion and support real-time decisions when plans change. When your rep takes over an ad-hoc appointment, they can view it on their dashboard alongside all other scheduled appointments, complete with time, location, optimized route from their previous stop, appointment duration, and more. All of this with no code required. The clear distinction between Trip Summary, Appointment Calendar, and the Optimized Route plotted on the map makes understanding the schedule and navigating the day effortless. The Outlook Calendar is also updated automatically with all scheduled appointments.
Auto-Scheduling allows waypoints to be plotted on the map and an optimized automated route to be created from them. Managers can register default preferences in the Configuration Detail Records to set up the Auto Scheduling card and generate an automated plan on the map. This allows your reps to follow their schedule across multiple days, track appointments in real time, and Check-In/Check-Out from meeting locations directly in the field. Once the schedule is created on the map in Microsoft Dynamics 365 CRM, managers can generate routes and activities for appointments, service activities, and resource bookings from the same environment.
Can Too Many Appointments Spoil the Plan?
When a manager is handling multiple field reps, manually creating, managing, and maintaining schedules for all of them while tracking everyone in real time quickly becomes unmanageable.
Auto Scheduling in Maplytics solves this by allowing managers to plan schedules for multiple reps at once within Microsoft Dynamics 365 CRM. Appointments that recur at regular intervals can be scheduled automatically using the Recursive Appointment feature, removing the need to manually recreate them every cycle.
Maplytics makes managing multi-user schedules straightforward by assigning each rep a distinct route color or color legend on the map. Auto Scheduling is also intelligent; managers can set advanced preferences to account for a rep’s existing meetings and choose to either reschedule those meetings or incorporate them into the optimized schedule. The system then creates the full schedule automatically based on those preferences.
The result is simple: the right resource, assigned to the right client, at the right time.
FAQ's
Can I plan appointments with pre-defined routes and save it in Dynamics 365 CRM over a span of time-period?
Yes, with auto-scheduling feature of Maplytics you can plan appointments over a span of days with optimized routes in CRM.
Can I plan appointments for a sales rep in Dynamics 365 CRM?
Can I create a schedule with appointments and routes automatically for a set of clients?
Yes, with Maplytics you can perform auto scheduling to create a plan with appointment and routes automatically for a set of clients for your field professional to go and meet.
Can I track if my reps have attended a certain appointment/meeting?
With Check-In facility provided by Maplytics the reps can register their arrival/departure at location of visit with Dynamics 365 data.
Can I restrict my reps to Check-In only within a certain radius?
Geofencing ability of Maplytics restricts the reps to Check-In only when they are in a certain radius from location of visit in Dynamics 365 CRM.
