Our routing capabilities within Dynamics 365 have enabled the Sales managers to allot routes to the field representatives. Maplytics takes routing to an advanced level by creating and saving optimized routes scheduled for appointments over a span of days within Dynamics 365 CRM. Auto-Scheduling enables the reps and manager to view the routes on map and plan meetings accordingly. Visual representation of route on the map is empowering for the stakeholder as it gives a more evident picture.
Auto-Scheduling allows plotting way points on the map and creating an optimized automated route. You can register your default preferences for the Auto Scheduling card in the Configuration detail records to proceed and plot an automated plan on the map. This enables you to transit through the schedule over days and keep track of the appointments along with the ability to Check-In/Check-Out for these meetings/appointments. After planning the schedule the manager can create the routes and activities for appointments, services activities and bookable resource bookings.
When a manager is handling multiple field reps, it becomes a headache trying to create, manage and maintain schedules for all of them. So Auto Scheduling allows you to create schedules for multiple reps at once. Handling schedules for multiple users is straightforward with each user having a separate route color assigned. Auto Scheduling is auto smart, you can set Advanced Preferences to consider the existing meetings of your field reps and choose to either reschedule those meetings or add them to their schedule and then create the schedule automatically based on preferences given.
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 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 based on your provided preferences for your schedule.
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.