CRM Software Logo

Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.


Posts Tagged ‘crm map’

Schedule More Sales Appointments with Integrated CRM Mapping

Experience unprecedented productivity by seeing exactly where your best customers and prospects are located in relation to where you are calling, all without leaving CRM. InfoGrow recently released its most popular CRM mapping solution with enhanced desktop functionality and new mobile capabilities, enabling account managers to schedule more appointments and make more sales. With CRM […]

continue reading...

Geocoding Workflow for Dynamics Maps

In a previous post we demonstrated how to add visual representation of CRM records on maps, using Dynamics Maps. Maps can be added to any CRM out-of-the-box and customised entities. While some CRM entities include fields to store address and coordinates, it is more likely that the address field is customised and we need a mechanism (a […]

continue reading...

Dynamics Maps – Visual Representation of CRM Records on Maps

Dynamics Maps adds visual representation to CRM records. Dynamics Maps presents records on maps based on their distance range from other records of same entity or other records of related entities, e.g. all Students within selected distance range from selected Campuses or all Accounts within selected distance from selected Branch Offices. Searched and filtered results are […]

continue reading...

Show Buttons
Hide Buttons