Get #ProAtMaplytics 'using Category Configuration' within Dynamics 365

Hello Mapheads, to a fun Tricks and Tips Session on optimum utilization of Maplytics!
Maps integrated with Microsoft Dynamics 365 have a lot to offer to enhance the overall productivity of a business using location intelligence.

To get the most out of the integration, one needs to be aware of smart ways of using the application. This series keeps bringing amazing, simple, yet hidden pearls of usage of Maplytics to you!

In today’s session of #ProAtMaplytics, we shall explore the concept of ‘Category Configurations’. While planning appointments, recursive appointments, meetings, demo sessions, servicing appointments, and more, users often prioritize accounts based on assigned follow-up dates.
Setting up the follow-up date category is essential to get the planning job done quickly. The video provides a step-by-step demonstration of the same and helps in understanding the robust yet flexible nature of Maplytics.

You could jump on the following timestamps as required-
00:00:00 Introduction
00:00:08 Prioritize Accounts based on Follow-Up Dates
00:00:38 Search and Plot Accounts
00:00:47 Conclusion

There are a lot many #Tips&Tricks to offer in Maplytics which can ease the lives of its users. Find all of them in our curated Playlist!
https://www.youtube.com/playlist?list=PLZ3oUvoMEciB1O0-K28xHj2FVR39wpo7e

You can also check out our amazing series on #KnowYourMaplytics, a compilation of important tutorials on the technical workings of Maplytics and its unique features!
https://www.youtube.com/watch?v=-u6STQXngBY&list=PLZ3oUvoMEciCeI_mva01v1ruNvo7A-XQ9&pp=iAQB

Maplytics by Inogic was recently accredited with the ‘Certified software’ badge within the Geolocation category on Microsoft AppSource. It seamlessly integrates maps with all Microsoft Dynamics 365/ Dataverse modules and enriches the value derived from the data based on geographical factors.

For a detailed demonstration, refer to the video link below - https://www.youtube.com/watch?v=hZ8ieldTNQ4

Some of the most in-demand features of Maplytics include –
Radius/ Proximity Search - to search and plot client records within the vicinity.
Appointment Planning - planning of work calendar based on client availability & resource skill
Route Optimization - planned travel routes for reduced traveling hours and expenses
Real-Time Tracking - instantaneous tracking for updates
Territory Management - for productive sales in balanced territories

Maplytics integrates maps effortlessly with the Dynamics 365 mobile app and can be used on a desktop, laptop, tablet, and mobile in 10+ global languages. For more information on Maplytics, check out the links below, download a free trial, or connect with us for a free personalized demo.

Maplytics Links:
Website: http://www.maplytics.com/
Twitter: https://x.com/maplytics
Facebook: https://www.facebook.com/maplytics
Microsoft AppSource: http://bit.ly/2jbrOnA
Online Help Manual: https://docs.maplytics.com/

Inogic Links:
Website: http://www.inogic.com
LinkedIn: http://bit.ly/2kAfTA2
Twitter: https://x.com/inogic
Facebook: https://www.facebook.com/inogic
Instagram: https://www.instagram.com/inogicindia/

#ProAtMaplytics #dynamics365 #MSDyn365 #D365 #locationintelligence #routeoptimization #KnowYourMaplytics #dynamics365crm #autoscheduling #configurations

Видео Get #ProAtMaplytics 'using Category Configuration' within Dynamics 365 канала Inogic