Dynamics 365 CRM records have an intrinsic field i.e. address which can be used by the users to plot their geographical locations on map. By visualizing the geographical locations on map, managers can plan territories out of them and further assign them to the for an effective client management.
your favorite and integrates Dynamics 365 CRM with maps and provides location aspect of the CRM data. This data can be used to in order to balance the workload. Geographies created out of this data can be used for to create or assign territories. Territories are assigned to the records based on their locational aspect of geography. This can be done manually or with based on records in geographies.
Here, is an effective means to manage the number of records spread and assign them to the field reps for improving and balancing the workload on the reps. Maplytics allows creating territory in four ways:
- By File
- By Region
- By Drawing
- By Territory
- By Overlay
By File
This is one of the most effective ways of creating territories. By plotting the shape/excel files certain geographies are plotted on the map. These geographies can be further selected or deselected using Territory Alignment tool to either create a new territory out of the geography, or to assign it to an existing one. It helps in understanding, creating and aligning territories to balance the workload assigned to the reps.
The data of the geography/region is also visible in view data grid. At any point in time, the required regions remaining on map can be used to create a territory using the Create Territory button. This does not require selecting regions since all the regions on map are included to create territory.
By Region
This is used to create territories based on City, State, County, Country, PostalCode, PostCode Sector, PostCode (Outward Code), PostalCode Area. At any point in time, the data can be plotted on map using these regions and required regions can be selected using Territory Alignment Tool and used to create a territory out of them right from the map.
By Drawing
This is one of the most novice means of creating territories on the map. Suppose, there is a data spread on map that is not defined by any geographical boundary and is hard to create a territory out of. In such a scenario, managers can use drawing toolbar and create desired regions on the map as per their requirement. After creating the region, they can create new territory out of the selected regions on map.
By Territory
When data is plotted by Territory then existing territories are plotted on the map. With this, data can be compared and used to analyze how the plotted territories are performing. This helps to provide an insight into how to align territories in order to balance the workload on the Sales and Service reps. It is, thus, a powerful and amongst the most popular tools to create, align and manage territories.
By Overlay
Users can select this option of ‘By Overlay’ to select any shape/excel file saved in CRM to plot the same on the map. Users can also select an attribute within ‘Category Attribute’ to categorize the regions plotted on map. Also, they can select one or more attributes within ‘Summary Attribute’ to show on Summary card when clicked on any region plotted on the map.
Therefore, you have seen how with Maplytics - Preferred Solution on Microsoft AppSource - users can create territories. In our next blog, we will explain how within Maplytics we can align territories.
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Till then Happy Mapping!
