Plot From File - Plot Records on a Map Without CRM Entry
Visualize External Data Instantly on maps without saving it to CRM
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Plot Records on Map From File
The Plot From File feature enables users to plot locations from external files such as Excel or CSV directly onto the map, without adding them to Microsoft Dynamics 365 CRM.
This allows businesses to analyze non-CRM data, compare it with existing records, and make informed decisions without burdening CRM storage.
What are the Key Benefits of Plot From File?
- Upload & Plot External Data: Instantly map locations from an Excel or CSV file without adding records to CRM
- Simultaneous Comparison: Compare uploaded data with existing CRM records to identify overlaps, trends, and opportunities
- Multiple Location Mapping: Upload thousands of records at once for large-scale analysis and visualization with intense categorization
- Data Security & Privacy: Since records aren’t stored in CRM, businesses can visualize sensitive data without permanent storage concerns.
Export To Excel: The Excel data plotted and worked upon can be saved and updated for future use.
With Plot From File, businesses can perform market analysis, competitor mapping, event planning, and more without cluttering their CRM database. This feature is ideal for sales, marketing, and operations teams looking to maximize insights from external and internal datasets.
