Thu, 11/17/2022 - 10:46 By Maulik Shah Contributor Lloyd Sebag
1 comment

You may know how technology has changed in the recent timeline. In that, map plugins play a prominent role. Maps have advanced significantly from basic physical maps to accurate and efficient digital maps. Maps have changed over time, influencing how people travel the globe, and businesses might expand internationally.

Participating in the digital revolution, driven by CRMs like Dynamics 365, is another way that businesses are assuring their growth. Businesses have been able to increase their sales, customer service, marketing, and operational efficiency with the help of Dynamics 365 Map.

Businesses may benefit from the best of both worlds by combining the flexibility of Dynamics CRM with the power of maps. This enables businesses to access location intelligence within Dynamics CRM for enhanced data visualization and analytics by integrating Maps with MS Dynamics 365. Here will look for the ways to improve sales:

By improving the visualization of data

Primarily, you need the appropriate insights into your data if you want your marketing campaigns to be successful, your sales to rise, and everything good in this world to happen to you. When it comes to handling customer data, Dynamics CRM is the finest.

When you need to meet with clients in person or execute a campaign in a specific location, having data in a list is not optimal. Because, under these situations, location data is essential. A list view is also not the best option when making decisions based on location-related data.

A map view would have allowed you to appoint one sales representative to a specific region, so they do not have to travel as far. However, without a map view, you are unable to understand this, which forces your sales representatives to spend extra time traveling by road.

You can access this map by integrating a Dynamics map plugin with your CRM. The plugin enables you to map the data. You can use filters to get a more focused view. Every CRM record will be marked with a pin on a map, and you can hover over the pin to get more details, such as the client name or the area's name. What information you want on the click can be customized.

With the help of this plugin, you may better visualize and carry out your ideas. Additionally, you may use heat map visualization to locate areas based on consumer density. You can use this when developing strategies or starting a new branch to improve sales.

Follow the fastest and shortest route optimization

You may all use Maps regularly. You can now find routes in any new location because it has simplified your life. Sales agents use this method to get to their next location.

However, they face some problems when employing it. They typically have to visit several clients in a day. They have to manually add each client's location information one at a time. The route to their destination is shown on the map, but they need a detailed plan that takes them to every place they need to visit in a single day.

They frequently have to go back to the same places since they need this capability, making it difficult to know which clients are close to one another. Map plugins overcome this issue by creating routes that pass by every client location.

Roads with heavy traffic are avoided on the route. You may see when you arrive at your destination. The fastest routes are indicated if there are any traffic changes. Although you do not need to add locations, it functions similarly to the maps on your phone. An optimum route is created when the CRM is consulted for all the location information.

Managing teams more efficiently

While assigning tasks can be simple, managing them once they have been assigned is more difficult. Must keep track of everyone's tasks and determine if they have been done or not. What difficulties are they encountering? Are they completing their work diligently?

The main issue that every sales consultant has encountered when overseeing an on the ground sales staff is the incidence of false client meetings. They are unsure if their staff is serving the needs of every client or not. No plan of your sales executive will ever be successful if the team does not perform as they should.

If a sales representative schedules a meeting with one of your clients and they fail to show up on time for any reason, it reflects poorly on your business. It becomes necessary for a business to make sure the meeting happens on time if a client is willing to overlook time to meet your sales representatives.

The dynamics 365 map plugin enables your sales representatives to check in whenever they arrive at the appointment. They would only be allowed to check in once they arrived at the intended place. All the sales representatives currently attending meetings are visible to the sales VP.

The sales representatives will leave after the meeting is finished. For the sales reference, they can add the meeting information. If vice presidents need to reach any of their team members, they can check to see if they are involved in a meeting or not before making contact.

Have a map records

The use of data visualization is essential for creating and selecting plans. A list of all the data may make things more unclear. 

You may have thousands of clients and other details. Establishing clarity on one specific entity while designing a strategy based on a product, client type, day, or month would be challenging.

However, you can see every CRM entity on the map upon map integration. You can use filters like location and territory and draw shapes to get the information you need from a specific place if you want to execute a marketing campaign there. A map is used to display every record from the chosen area.

The duty can be delegated to team members by the management, who can plot records. The managers can assign jobs with ease due to map visualization. To reach this goal, companies can add more sales representatives to a region if it has more customers.

Use easy tracking of check-in and check-out

Do you need to continue calling your team members to check on the status of and review appointments? All of your team members' check-in and check-out information will be displayed on the map with their position and time due to the Dynamics 365 map integration. 

You can view a map showing where your team is currently. You will know whether the sales professional is in a meeting and all the specifics once they provide an update. 

You no longer have to worry about if your sales representative arrived on time for meetings, how long the delay was, or other details. Doing this will make fewer phone calls and have a better time. In this way, you can increase your sale without wasting any of your employee time. 

Multiple language support

It is the availability of user-friendly tools in a language you are familiar with. It could be difficult for you to use tools to their full potential if you can only understand them in a basic language. 

Multiple languages are supported by dynamics 365 map. The user has the option of selecting a language. It would guarantee they can utilize the app's functions in their entirety.

Considering appointment planning

Clients form an opinion of your brand based on how you schedule appointments with them and whether you keep them or not. It is essential for the expansion and improvement of your company's sales. 

The way you conduct yourself can enhance current relationships with clients and facilitate future interactions to boost your sales. You can schedule meetings with clients from a particular region using the map integration feature of Dynamics 365. 

Since there will be less traveling, it will be simpler for the staff to schedule appointments nearby. This service ensures that the appointment times are set up so that the employee has adequate time to travel there and does not conflict with any other appointment. They will arrive on time and never be late for a meeting this way.

Utilize route optimization

Route optimization is the ideal feature for saving the time of your on-field team members. They have routes with the least amount of driving time due to this function. This will guarantee that they are on the job and with your clients more often. Each team member will receive a map showing the quickest routes based on the area you choose for them.

A salesperson needs to arrive on time for customer meetings. The routes and client location are simple to observe and comprehend with Dynamics 365 maps. Your team would also save money and fuel in addition to time. 

Rather than spending time on the road, they can visit more clients. Route optimization provides them with alternatives and warns them of road closures, traffic, and toll roads so they can avoid them.

Final Thoughts

One such plugin is the Dynamics 365 map plugin. Users of Dynamics 365 can incorporate this plugin and learn about its features to help your business to increase sales. The ways mentioned above are to improve sales with the map plugin for Dynamics 365.



I must say, this blog post perfectly highlights the immense potential of Dynamics 365 in revolutionizing business operations. The way it seamlessly integrates various functionalities into a single, comprehensive platform is truly remarkable.

I also appreciate the focus on data analytics and insights. With Dynamics 365's powerful reporting and analytics capabilities, businesses can extract valuable information from their data and make data-driven decisions. This not only enhances operational efficiency but also empowers businesses to identify new opportunities, optimize processes, and drive growth.

Kudos to the author for providing such an informative and engaging blog post. I look forward to reading more on the practical implementation of Dynamics 365 and its success stories.

Wed, 06/28/2023 - 07:20
Rajat Singh (not verified)

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