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Maplytics™ - Dynamics 365 CRM Maps

Maplyticsu2122 is a Microsoft Preferred Solution and #1 geo-analytical mapping app that enable organizations to visualize and analyze Dynamics 365 CRM and Dataverse (Power Apps) data on a map, in real-time and on the move. Maplytics offers powerful features like Real Time Tracking, Automated Appointment Planning, Optimized Route Planning, Radius Search, Truck Routing, Territory Management, Heat Maps, Census, Land Area Mapping, PCF Controls, Multi-Language Support, and much more!

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Maplytics™ - Dynamics 365 CRM Maps

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  1. by Microsoft DynamicsCertified Maplytics™ – Maps Integration with Dynamics 365(CRM) www.inogic.com www.maplytics.com Copyright © 2021 Inogic. All rightsreserved Maplytics™ byInogic

  2. Maplytics™ – Locational IntelligenceSimplified Allowingusersgaingeo-spatialinsighttoeasethebusinessprocessexecution.Ituses the power of BingMaps. Available for CRM 2016 and above, Dynamics 365 Customer Engagement, Online, On- premises, Partner Hosted, IFD, Dataverse(PowerApps) www.maplytics.com Maplytics™ byInogic www.inogic.com

  3. KEYFEATURES • GeocodeData • Visualize Data on aMap • Search by Region &Shape • Sales TerritoryManagement • Proximity Search (Distance &Time) • Concentric ProximitySearch • Save MapTemplates • Check-In/Check-Out • Set DefaultTemplate • Plot RelatedRecords • Shape/Excel LayerIntegration • Targeted MarketingLists • AppointmentPlanner • Route Optimization &Sharing • TruckRouting • Along the RouteSearch • PointofInterest(POI)Search• • Create new records fromMap • Analytical MapDashboards • Heat MapVisualization • Auto-Territorycreation • SummaryCard • Personalized Pushpinicons • Visualize categorizeddata • Custom TooltipActions • Real TimeTracking • Multi-User AutoScheduling • PCFcontrols • Sort and FilterData • MaplyticsAPI • Land AreaMapping • Census Data visualization User Level Personalization • LiveTraffic • DataClustering • Default Origin &Destination • BatchProcessing • ShapeOperations Pie & Column Chart in Heat Maps• • Security AccessTemplate • Overlay LayerVisualization • Area ofService • Show/HideLayers • Turn-by-turnNavigation Supported Languages: English, German, French, Spanish, Portuguese, Turkish andArabic Microsoft DynamicsCertified www.maplytics.com crm@inogic.com www.inogic.com

  4. MULTI-LANGUAGECOMPATIBILITY • Currently available for English,Spanish, • German, French, Portuguese, Turkish &Arabic • Auto detects language set inyour • Dynamics365/CRM www.maplytics.com www.inogic.com Maplytics™ byInogic

  5. GEOCODEDATA • Find Latitude & Longitude of your addressdata • Locate Clientgeographically • Geocode Millions of CRMRecords • Easy & interactive platform for geocodingrecords www.maplytics.com www.inogic.com Maplytics™ byInogic

  6. MAP YOURDATA • Plot categorized data for multipleentities • Select and save colors & pushpins from mapto ca visualize thesame • Resizable data grid, sort & filter data in thegrid www.maplytics.com www.inogic.com Maplytics™ byInogic

  7. MULTIPLE OPTIONS TO PLOTDATA • 5 different ways to plotdata • By Location, regions, drawnshapes, • territories andtemplate www.maplytics.com www.inogic.com Maplytics™ byInogic

  8. Land AreaMapping • Assign and visualize lands, real estates or farms on themap www.maplytics.com www.inogic.com Maplytics™ byInogic

  9. AUTO CREATE AND DRAFTTERRITORIES • Auto create and align multiple territories right through themap • Draft territories to save yourprogress • Visualize Territory Managementand • entity records on the samemap www.maplytics.com www.inogic.com Maplytics™ byInogic

  10. TERRITORYMANAGEMENT Create Multiple Geographies in one click by uploading an Excelfile Manually create and align territories right through themap • Territory Assignment rule for exceptional territorymanagement • Assign multiple territories to a record and visualize them onmap Edit territories that are created using drawn shapes right fromthe map www.maplytics.com www.inogic.com Maplytics™ byInogic

  11. PROXIMITYSEARCH • Quickly find nearby recordswith • Proximity search by distance ortime • Save resultant data as a Marketing list or a Personalview • Save the searched criteria asa • template in Dynamics365/CRM www.maplytics.com www.inogic.com Maplytics™ byInogic

  12. CONCENTRIC PROXIMITYSEARCH • Perform radius searches up to 3radii • Filter the data based on Straightline distance, proximity zone or shortest traveldistance www.maplytics.com www.inogic.com Maplytics™ byInogic

  13. QUICK CALL TOACTIONS • Define quick actions to performon individualrecords • Visualize one to manyrelationship • using ‘Plot RelatedRecords’ • Perform Mass actions onplotted • records • ActionButtons • Open Record Form • ChangeOwner • Plot RelatedRecord • Runon-demand Workflows • CreateActivities • AssociateRecords www.maplytics.com www.inogic.com Maplytics™ byInogic

  14. APPOINTMENTPLANNER • Visualize all appointments onmap • Categorize your appointments by priority or other parameter andadd them to route www.maplytics.com www.inogic.com Maplytics™ byInogic

  15. ROUTE OPTIMIZATION &SHARING • Build an optimizedRoute • Save, Print or Share these Routes viaEmail • Quickly switch to Google Map/Waze appfor turn-by-turnnavigation • Overlay data points on theroute • Search CRM records falling Along theroute • Copy and share navigationlinks • Configurable route emaildetails www.maplytics.com www.inogic.com Maplytics™ byInogic

  16. Real TimeTracking • Track resources on the field in realtime • Visualize resource’s tyoyday’s bookings & routes travelled in thepast www.maplytics.com www.inogic.com Maplytics™ byInogic

  17. AUTOSCHEDULING • Create multi-day & multi-user optimized schedulesautomatically • Set preferences for the schedulein • schedulingcard • Consider ExistingMeetings • Change meeting durationsfor • individualclients • Save scheduled appointments, service activities or bookable resource bookings along withthe scheduledroutes www.maplytics.com www.inogic.com Maplytics™ byInogic

  18. CHECK-IN/CHECK-OUT ONFIELD • Register arrival and departurefor • meetings • Keep a track of field team’sdaily • activities andperformance • Define Geofencing for Check-In/Outby fieldreps • Visualize Check-In/Check-outrecords • and find invalidones • Create notes & add attachmentswhile • checking-in/out • Create pending check-in/outrecords • for exceptionalcases www.maplytics.com www.inogic.com Maplytics™ byInogic

  19. SHAPEOPERATIONS • Perform binary shape operations like like Difference, Intersection, Union, Union Aggregate, and Disjunctive Union on drawn shapes to get desirable resultant shape www.maplytics.com www.inogic.com Maplytics™ byInogic

  20. CENSUS DATAVISUALIZATION • Analyze census data to make the analysis even morepowerful • Categorize the census data asrequired www.maplytics.com www.inogic.com Maplytics™ byInogic

  21. SHAPE/EXCEL FILE LAYERINTEGATION • Visualize shape/excel file asan overlay onmap • Visualize the Dynamics CRM records along with theregions plotted from shape/excelfiles www.maplytics.com www.inogic.com Maplytics™ byInogic

  22. NEARBYPLACES • Search Point of interest locationslike Coffee shops, Hotels,etc. • Add them as new accounts, leads or • any custom entity records intoCRM • Enter keywords to searchrequired • POIlocations www.maplytics.com www.inogic.com Maplytics™ byInogic

  23. PCF MapControls Map View Control onForm Map Edit Control onForm Detail Map Control onDataset Map View Control onDataset www.maplytics.com www.inogic.com Maplytics™ byInogic

  24. ANALYTICALDASHBOARD • Easy way to visualize & analyzedata • Easily create & configure dashboardviews www.maplytics.com www.inogic.com Maplytics™ byInogic

  25. HEATMAPS • Pictorial Representation of heat of CRMData • Easily evaluate regionalperformance • Hands on filters for betteranalysis • Summary Card for aggregate informationof eachregion • Pie charts and Column charts foradvanced analysis www.maplytics.com www.inogic.com Maplytics™ byInogic

  26. Common UseCases • Build or realign Sales Territories on basis of count of records for my fieldprofessionals • Reducing travelling expenses through optimized automatedschedules • Where are my technicians/service engineers rightnow? • One of my clients has cancelled his meeting, search for near-by clients or POIlocations • View geographic insights of data on CRM page with PCFcontrols • Ideal location for my next marketing event? • Which region is performing well in terms of sales? • Analyse shape/excel files along with the records on the same map as anOverlay • Provide selective access of geo-mapping to yourusers • View my lost leads in last 6 months in analyticaldashboards • Where and how big are the lands owned by myclients • What is the demographics of the population for a particular region? www.maplytics.com www.inogic.com Maplytics™ byInogic

  27. DeviceCompatibility Desktop Tablet Mobile www.maplytics.com www.inogic.com Maplytics™ byInogic

  28. Email us oncrm@inogic.com Website: www.inogic.com |www.maplytics.com Online Help files:https://docs.maplytics.com/ @inogic @inogicindia @inogicindia @maplytics @maplytics www.maplytics.com www.inogic.com Maplytics™ byInogic

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