Get more from your Microsoft Dynamics 365 with Location Intelligence
Welcome back, and thanks for reading. We all know that software is expensive, projects take time and with any investment as a business you need an ROI or a return on the investment made. Could connecting Microsoft Dynamics 365 with Location Intelligence be the answer?
Today in this blog demo we wanted to share some of the great things you can do when you connect your Microsoft Dynamics 365 to Mapsimise.com.
Today we thought it would be a great opportunity to post a roundup of why using Location Intelligence with your Microsoft Dynamics and include some of the demo videos to how this works and how gaining analytics from your customer data can help you make better decisions about where you focus resource gaining even more success.
Getting Started
Let’s start by connecting to your Microsoft Dynamics 365 and the Microsoft Dataverse, as you would probably expect we have a step by step guide and if you get stuck then just raise a ticket, the process is straight forward as the connection works from your Microsoft Azure using Client Secret, which is the same for any add on solution.
You can access the steps and the document HERE to make your connection
For those working with a CRM on premises, then you can also connect via IFD, and this process just need your CRM credentials.
Building Maps and understand your data.
Once you have made the connection through Mapsimise to your Microsoft Dynamics you can start to build location-based data maps using Mapsimise. Maps can be created to show, accounts, contacts, opportunity and cases or any related account, contact or lead record type on a map.
Any map can show multiple record types, and each can be filtered, there is no limit to the number of records, or the number of layers used.
This enables you to show several record types and visualise your data, build filters to see what is happening where in an instance.
Location tools like Mapsimise when used with your Microsoft Dynamics 365 enable you to work with and analyse the customer data you have in new ways, building lists, sales areas, and contributing to your RevOps programme.
Now let’s look at creating marketing lists, directly from a map into your Microsoft Dynamics 365
Creating Location based Marketing Lists
This might be a list in Microsoft Dynamics or a customer list you want to pass to Mailchimp, SendGrid or Dotdigital, or even export for another solution or a 3rd party to process.
You could create an advanced find or use Mapsimise to draw or scribble around the area where your customers or prospects are, you could even but a contact and opportunity map to help you identify the right customers or leads you want to target.
Now, let’s take a look how this works in practice, in this video we show you how to create a mapped marketing lists in your Microsoft Dynamics 365
How to Build a Digital Sales Territory
Next, let’s look at building digital sales territories with your data from your Microsoft Dynamics, you could build individual maps or coloured filters for each area displaying customers, leads and related opportunities that your sales team members are working on.
You could easily report what is happening where visually on a map, and see who is dealing with each area, seeing volume and activity in a location snapshot.
You can also use Mapsimise to trend views of closed, won or lost opportunity by location and by customer. The typical What, When and Where scenario that enables you to see which sales areas and territory is performing over time.
The same features could be used for managing franchise areas, as a territory can be drawn and saved on the map.
In this video we take a look at how to build filters by post code, colour those filters and show related data by each region or territory.
Search by Area
We all have it and probably lots of it, data that is, but building effective filters and getting to the data you need when you need it can be challenging, especially when there is a lot.
Each Map on Mapsimise can support 10,000’s or records and that is a lot of pins, but we also support advanced filtering and searching.
The searching we call Quick filters, just to be confusing, but this allows you to create multiple search and filter types against any layer and a set of data.
This could be accounts, contacts, or anything else that is on your map, you can then add the different criteria you need and filter and view the data you need to see.
In this demo we share how you can do this and create those search quick filters against your Microsoft Dynamics data, helping you get your data mapped and deliver location intelligence.