Find Customers near you
Pinpoint every lead and opportunity within your chosen distance or travel time, and turn nearby data into instant action
Radius/Proximity Search in Dynamics 365 CRM
Your Next Meeting Just Got Cancelled. Now What?
It happens to every field rep. You drive to a client meeting, and it gets cancelled or delayed. Instead of writing off the next two hours, Maplytics gives you a smarter option.
With Radius or Proximity Search, a powerful Dynamics 365 CRM proximity mapping feature built into Microsoft Dynamics 365, you simply enter your current location, set a convenient travel distance or time, and within seconds, you have a live map of every nearby client, lead, or opportunity from your CRM. You can reschedule on the spot, set up a new meeting, and keep the day moving and fruitful.
Whether you are working from a laptop, tablet, or phone, Maplytics reads your GPS location through the Dynamics 365 Mobile App and brings your entire CRM to life on an Azure/Bing Map around you.
See Every Opportunity Within Your Reach
Radius Search in Dynamics 365 lets you filter and visualize CRM records within any distance you define, in kilometers or miles. Set your criteria, say finding leads within a 10-mile range, from the current location, and Maplytics instantly plots every matching record on the map.
Prefer to plan by travel time rather than distance? You can do that too. Factor in live traffic conditions or plan without them; the choice is yours. Either way, you get clear, data-driven visibility into who is nearest and most worth your time right now.
Plan the Smartest Route From Where You Stand
Once your nearby records are plotted, Maplytics shows you both the shortest travel distance and the straight-line distance to each one. This helps you quickly identify the most promising prospect and build an optimized route for your reps without any back-and-forth.
And if no clients show up within your defined radius? Maplytics tells you clearly, so you can make a fast, informed call about what to do next.
Cast a Wider Net with Concentric Proximity Search
When your immediate area comes up short, the Dynamics 365 CRM proximity map gives you another layer to work with. Concentric Proximity Search lets you input up to three radius values simultaneously, displaying your CRM data across distinct color-coded zones for each range.
Hover over any record on the map and see its exact distance from your current location. Compare zones at a glance, identify which area fits your plan, and move with confidence. It is a relative analysis made visual, exactly what field teams need when the day does not go as planned.
Radius or Proximity Search in Maplytics helps you and your team stay productive, reduce idle time, and turn unexpected gaps in the day into genuine business opportunities without leaving their Dynamics 365 CRM.
FAQ's
How can I find nearby Dynamics 365 CRM records on map around my location?
Radius Search feature of Maplytics allows you to plot records in certain proximity or concentric proximities for Dynamics 365 CRM data.
Can I find Dynamics 365 records on map that lie in shortest travel distance?
Maplytics allows you to locate Dynamics 365 CRM records that lie in the shortest travel distance from your current location.
Can I locate Dynamics 365 CRM records on map that lie within a certain travel time?
Proximity Search feature of Maplytics allows you to locate records that lie within a certain travel time from reference location in Dynamics 365 CRM.
Is it possible for me to view Dynamics 365 CRM records’ straight distance from current record?
Yes, with Maplytics you can view the line-of-sight distance from point of reference selected in Dynamics 365 data.
