Let’s explore how these features will benefit a business:
Multi-search Layers in PCF
With this PCF feature, users can perform Maplytics actions directly on the CRM page itself. Maplytics' January 2022 release allows users to simultaneously perform multiple searches in PCF using various search criteria like by location, by region, and by drawing and thereby view the required data on the map as layers. Further, the user can also perform proximity search (the most popular feature of Maplytics) multiple times in PCF on a single map to locate nearby records from different locations.
Multi-Address Plotting allows users to get a holistic view of CRM records. CRM records having multiple addresses can be visualized on the map with this feature. Further, out of the different addresses of a CRM record, the users can also select the required address as their default address to plot the respective data on the map by default.
Route to a record
When out on the field, Reps face difficulty to find optimized route to reach a client’s location. They can overcome this difficulty with the new “Route to a record” feature of Maplytics which allows Sales Reps to directly plot route from their current location to a record’s location. Hence, Field Sales or Field Service reps can save time and money and make the most of their day with optimized routes.
View Image on Hover
Maplytics users can now view the image of a record on hover and in a tooltip card, thereby further elevating the data visualization experience. The image displayed on the tooltip card for the CRM record can also be zoomed in. This feature allows Dynamics 365 users to quickly identify their CRM records while navigating on the map using the picture displayed on the map.
Save template on Dashboard
In Maplytics, users can plot data on a map based on a particular search criterion and save it as a template. This Maplytics feature has proven to be quite useful for users who regularly need to check the results of the same search as it allows them to avoid performing the same search every time. With this release, users will be able to add templates in
All in all, the features of the January 2022 release will significantly empower Field Reps to meet their clients on the field on time, besides allowing managers to efficiently monitor their field activity within Dynamics 365 CRM.
These powerful features will take the analytical and planning power of organizations to the next level. If you are tempted and want to know more about how these features can help your business grow, download the new version from our