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Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

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Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

Dynamics 365 CRM is a very powerful CRM that enables its users to manage Sales, Service and Marketing flawlessly. Given the robust features it offers, one optimum way to perform better would be to further visualize its data on map. As we know Dynamics 365 data has address field associated with it, plotting this data on map will enable its users to visualize where their potential leads or existing clients are based.

In order to enable this Maplytics was developed which is a powerful app integrating Dynamics 365 with maps. Due to its multipurpose features, Maplytics has earned itself the title of Preferred Solution on Microsoft AppSource and works seamlessly with PowerApps too. Maplytics is most popular for its leading features viz. Radius Search, Appointment Planning, Optimized Routing and Territory Management.

In this blog, we will cover a use case of Radius Search and demonstrate how Maplytics not only serves in business but can also prove significant in case of managing security. Suppose Anna is the manager of Hilton Associations of schools in Staten Island monitoring the safety and security of students near the schools of the association. In case of any abduction attempt, bushfire, accident or any such hazardous incident Anna and her team intimate the schools of the happening quickly therefore safeguarding the students’ and staff’s wellbeing.

Recently there was a fire breakout in a petroleum company in the area and Anna was informed this by her team. She immediately looks for schools within 2, 4 and 5 miles around the petroleum company and plots them on the map with the help of Maplytics using Radius Search. She was able to mark the areas based on the distance from point of impact. The schools within 2 miles were sent critical warning, around 4 miles were sent mild warning and the schools within 4 to 5 miles radius were sent a notification.

Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

After the records are visualized on map and email is immediately sent to the schools within 2 and 4 miles using Mass Action.

Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

As soon the email is sent out to these Accounts, Anna immediately creates Phone Call activity to instruct her team to ensure that everyone is well informed about the fire. Her team acts proactively as soon the Phone Call activity is assigned to them. The Phone Call activity is also created using Mass Actions from View Data Grid and assigned to Sam, the Security Officer of the region.

Quickly locate nearby areas around point of impact on map within Dynamics 365 CRM

Thus with the smart action of the association, the schools are emptied and quick rescue operation is executed. This helped the schools safeguard their students’ safety and thus reinstated their faith in the association. With Maplytics, Anna was able to do this unfathomable task and not just this time, but in case of any sensitive incident, she is able to inform the schools immediately.

This is how Maplytics is the part of core strategy in many organizations even in case of such sensitive scenarios. To view the list of features Maplytics offers visit the list here.

Start today by following these steps to activate a Free trial of Maplytics for 15 days or download the solution from our Website.

Happy Mapping!

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