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How to Get Shortest Routes using Dynamics CRM Map Integration

Learn how to enable shortest route first feature in your Dynamics CRM map integration and how to save and assign routes to your on-field teamu2026<br>

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How to Get Shortest Routes using Dynamics CRM Map Integration

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  1. How to Get Shortest Routes using Dynamics CRM MapIntegration What will you say to the idea of saving and earning money at the sametime? Seems impossible, right? But it isnot! The number one pain point of any company having an on-field sales team is the amount of money and time that is lost because of sales reps not knowing the short routes or the traffic status. This all can be resolved with a single feature: Shortest pathfirst. In this blog, we are going to showcase how you can enable this feature in your Dynamics CRM map integration and how your sales reps can use them aswell. For the demonstration purpose, we’ve taken Quick Maps but you can browse around on MS App Source and find a suitable Dynamics 365 mapintegration.

  2. Step 1: Navigate toMap If you are using old UI (Classicview): Find the “AppJetty” tab from the header menu, navigate to Quick Maps and then click onMap. If you are using Unifiedview: You can find the ‘Quick Maps’ App by clicking on the Dynamics 365option.

  3. Step 2: Enable SPF (Shortest path first) from the configuration Navigate to Settings → Solution → Quick Maps → Setup and enable “OptimizeRoute”

  4. This will enable the shortest path first feature in Quick Maps and now you can find the shortest path available for yourroute. Step 3: Redirect to Map and plot route on themap In this step, you need to plot route by entering the place name and click on search. After plotting route click on the Go button to plot the shortest route on themap. BeforeSPF: AfterSPF:

  5. Step 4: Save and assign the route to theuser Click on save icon available in the panel with otheroptions.

  6. This will open a popup with options to save the route. You will need to enter the name for the route, assign it to the User/team, and add Date for the route and priority. This means you are not only sending route details, but you are also communicating the date this meeting/task needs to be done and the priority directly to theuser.

  7. Assigned users can see this route in their Saved Routes section available in Direction Tab or in “My Today's Route” Dashboard along with the priority of that particularroute. This way you can save time, money, and decrease redundant communication aswell.

  8. Source:https://www.appjetty.com/blog/how-to-get-shortest-routes-using-dynamics-crm-map-integ ration/

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