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Route Optimization in Microsoft Dynamics 365 CRM
Is Your Rep Running Late?
Picture your manager is on the phone, worried. Your rep was supposed to be at the meeting location thirty minutes ago. They took a wrong turn, could not find the venue, and had to backtrack four miles.
Imagine having to face the client during or after that. How embarrassing would it be? What impression would it leave? Thirty important minutes of a scheduled meeting- gone.
If it happens to be the very first meeting for pitching your product, the stakes are even higher.
Maplytics- The Seamless Integrator of Maps and Dynamics CRM
Maplytics is the certified, go-to map visualization app to ensure your reps never find themselves in situations like this. Finding the best route to visit customer locations is one of its core strengths, because your reps need to be productive, punctual, and free from the stress of backtracking.
Navigating from one location to the next becomes straightforward for your field reps when they have a sales route planner built directly within Dynamics 365 CRM.
The geo-analytical, geo-mapping aspect of Maplytics optimizes travel routes between your chosen visit locations, regardless of the distance between them. Routes can also be drafted and saved directly in Dynamics 365 for future reference.
Adding Multiple Waypoints Is Just as Easy
What if your rep has five meetings to attend in a single day within a tight schedule?
Routes plotted in Maplytics support multi-stop inclusion of all provided waypoints, ensuring every location is covered within the shortest time or the shortest travel distance. Every route comes with turn-by-turn navigation directions in Dynamics 365 CRM, compatible with Google Maps, Waze, and Apple Maps.
Avoid Highways and Avoid Tolls are additional filters available for route mapping in Dynamics 365 CRM, giving your reps even more control over optimized routes.
How Does a Manager Set This Up?
Auto-Scheduling, another powerful feature of Maplytics, allows managers to select waypoints for travel and generate an optimized schedule directly on the map within Dynamics 365 CRM. This forms the foundation for enabling Dynamics CRM route optimization. Managers can register default preferences in the Configuration Detail Records to set up the Auto Scheduling card and plot an automated plan for their team.
This allows your reps to move through their schedule across days, track appointments in real time, and check in and check out from meeting locations directly in the field. Once the schedule is set up on the Dynamics 365 route map, activities for meetings, services, and resource bookings can all be managed from within the same environment.
Sounds Simple, and It Is
Route Optimization within Dynamics 365 CRM helps your organization with optimized travel routes to meeting venues, a routing-powered calendar, turn-by-turn navigation directions, punctual arrivals, saved time and fuel, and stronger client relationships overall.
Safe, optimized routes can also be plotted for trucks, with vehicle dimensions, type, and material carried all factored in.
Real Results From Route Optimization
Maplytics user ReEmployAbility reported cutting an average of 12 minutes per appointment from travel time, approximately 16 hours per day, resulting in operational savings of $6,000 per month.
Check out the complete success story and explore our route-planning solution to see what it can do for your team.
FAQ's
How can I optimize my time and get to locations easily?
With Maplytics, you can easily find the best routes to reach your customer locations and utilize your time effectively.
Can I plot routes on map for different mode of transports?
Yes, using ‘Route Optimization’ feature of Maplytics you can plot routes on maps for different mode of transports.
Can I create optimized routes irrespective of the distance between the locations?
Yes, with Maplytics you can create optimized routes between locations of your choice irrespective of the distance.
Can I save the optimized routes for future reference?
Yes, you can save optimized routes as a Dynamics 365 CRM activity, share it through email or simply print it for future reference.
