Map CRM Data
Visualizing Dynamics 365 CRM data based on Location
Maplytics allows you to plot Dynamics 365 CRM data using plot functions based on location, region, drawn shapes, territories and saved templates. You can do strategic analysis within Dynamics 365 CRM by plotting Entities with their views. Concentric Proximity/Radius Search based on distance/time can be done within the defined radius or time. Here, you can save time by plotting saved templates directly. This geographically dispersed data can be visualized using Maplytics right on the map. You are also allowed to resize you data grid to view desired proportion of map and data grid by dragging to expand it or collapse it as per your visualization needs.
Regional Analysis of Dynamics CRM data
For a broader view of Dynamics 365 CRM, data based on City, State, County, Postal/Zip Code, Postal Code Sector, Country, etc. can be plotted. As Maplytics provides seamless mapping with Bing Maps it aids the users to plot Dynamics 365 CRM data via geographies. Users can also see the summary of data spread in Summary Card by clicking on particular region. The attributes to be displayed on Summary Card can also be customized.
Perform comparative analysis of Dynamics 365 CRM data on map by plotting layers. Viewing layers of plotted data makes your decision making robust by better visualization. Using Overlay, you can plot Shape files or territories. These shape files should be saved in a territory to be visible in the list of shape files. Along with this, you can also view the data records from the map.
View territories right on map
Plotting shape files/territories boosts the decision-making capabilities of users by analyzing data distribution on map. The users can use alignment tool on these files within Dynamic 365 CRM and select Shape files and multiple geographical shapes to create or align territories. By using alignment tool users can perform multiple actions like ‘select, deselect, select all and delete’ on the plotted shape files/territories.
How to visualize Dynamics 365 CRM data on map?
With Maplytics you can visualize the CRM data on map plotted as pushpins based on their latitude and longitude. This gives you the capability to locate any Dynamics 365 CRM data on map quickly and apply multiple Maplytics actions on them.
Can I visualize Dynamics 365 data based on regions?
Yes, Maplytics allows you to plot existing Dynamics 365 CRM records into regions like City, State, County, etc. on map and see in what regions they lie. This allows to further define the regions into geographies and draw territories out of these geographies.
Can I view my CRM data, territories and shape files together on map?
With the overlay feature of Maplytics you can view the records, territories and shape files together on map. This give the capability to the users to make strategic decisions regarding what campaigns or activities they want to perform with their Dynamics 365 CRM data.