Visualize the Location of your CRM Data
Plot your CRM data on a map to scale. Spot client clusters, identify gaps, and make location-driven, data-backed decisions that set your business for success.
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Map Dynamics 365 CRM Data
How can Dynamics 365 CRM Data be visualized on a Map using Location Intelligence?
80% of business data has a locational factor to it. When used correctly, the data geography unlocks powerful insights resulting in better decisions.
Maplytics helps visualize Dynamics 365 CRM data on Azure/Bing/Mapbox/Google Maps. It enables you to plot entities such as account names, leads, opportunities, and more by location, region, manually drawn shapes, defined territories, and saved templates. Not only can a user perform strategic analysis by categorizing this data, but also take advantage of search features such as Proximity/Radius Search based on defined distance/time, Point of Interest Location to find nearby places, and many more. You can save time by plotting templates in a few clicks, drag/resize the data grid to view the details of the records plotted on the map, and even zoom the map views and save them.
Here’s how Regional Analysis of the Dynamics 365 CRM data can be done
You can easily view your Dynamics 365 data based on City, State, County, Postal/Zip Code, Postal Code Sector, Country, etc., on the Dynamics 365 map with Maplytics. Users can also see the summary of data spread in the Summary Card by clicking on any plotted region of choice. The attributes could also be displayed on the Summary Card and could be customized as per individual business requirements.
Let’s Search & Plot external records on the Map.
With Maplytics, you can also plot data from an Excel sheet directly on the map without adding it to the CRM. Specific records can be searched from the ones plotted using suitable prompts in the search bar. A Lasso Tool can also be used to select a bunch of external/CRM records plotted on the map at once.
Overlaying Data on a Map
A comparative analysis of Dynamics 365 CRM data on a map can be performed by plotting layers. Viewing layers of plotted data makes decision-making robust. Using Overlay, you are enabled to plot shapefiles or territories. These shapefiles need to be saved in a territory to be visible in the list of shapefiles in the environment. With the help of Shape operations, users can perform Binary operations such as Difference, Intersection, Union, Union Aggregate, and Distinctive Union on the shapes drawn on the map. The ArcGIS Feature Layers can also be plotted on the map. They are integrated live and need not be saved to be visible.
Territory plotting on a map
You can plot saved territories on a map. You can use the alignment tool within Microsoft Dynamics 365 CRM and create or align territories. Using the alignment tool enables users to perform multiple actions like ‘select, deselect, select all, and delete’ on the plotted territories.
FAQ's
How can I visualize Dynamics 365 CRM data on a map?
Maplytics lets you plot Dynamics 365 records, accounts, leads, opportunities, and more, directly on Azure, Bing, Mapbox, or Google Maps. You can view data by location, region, custom-drawn shapes, saved territories, or templates to spot patterns and gaps at a glance.
Why does mapping CRM data matter for business decisions?
Roughly 80% of business data has a location component. Visualizing that data geographically surfaces patterns, like customer clusters or coverage gaps, that are hard to see in spreadsheets or lists, leading to more informed, data-backed decisions.
Can I search for CRM records near a specific location?
Yes. Maplytics offers Proximity/Radius Search to find records within a defined distance or travel time, and Point of Interest Search to locate nearby places relevant to your business.
Can I do regional analysis of CRM data, like by state or zip code?
Yes. Maplytics supports regional breakdowns by City, State, County, Postal/Zip Code, Postal Code Sector, and Country, with a Summary Card that shows a customizable snapshot of the data in any selected region.
Can I plot data that isn't in my CRM yet, like an Excel sheet?
Yes. Maplytics allows you to plot external data, such as an Excel sheet, directly on the map without importing it into Dynamics 365 first, and you can search or select those records using the search bar or the Lasso Tool.
Can I compare multiple layers of data on one map?
Yes. Maplytics supports overlaying multiple data layers, including shapefiles and territories, for side-by-side comparative analysis. Binary shape operations like Difference, Intersection, and Union let you refine and analyze overlapping areas.
Does Maplytics integrate with ArcGIS?
Yes. Maplytics supports live ArcGIS Feature Layers, which plot directly on the map without needing to be saved first.
Can I create or edit sales territories on a map in Dynamics 365?
Yes. Maplytics includes a territory alignment tool that lets users create, adjust, select, deselect, and delete territories directly on the map within Dynamics 365.
What map providers does Maplytics support?
Maplytics works with Azure Maps, Bing Maps, Mapbox, and Google Maps, giving flexibility depending on your organization’s existing licensing or preference.
