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Dynamics 365 Map: Enhance Business Growth with Location Intelligence
MappyField 365 is an advanced geo-mapping plugin for Dynamics 365 designed to improve business productivity and geographic expansion. Utilize powerful features like CRM data visualization on maps, live tracking, auto scheduling, proximity search, automated check-ins, follow-ups, territory management, heat maps, dashboards, and more.
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Take Your Business Further with Location Intelligence
Optimize field operations, improve decision-making, and drive business growth with MappyField 365. From real-time tracking to automated scheduling, get everything you need to manage your on-field teams efficiently—right within Dynamics 365.
Instant Communication with Live Chat
Keep your field teams connected with real-time chat for faster decision-making and seamless collaboration.Import and Visualize External Data (CSV)
Upload CSV files, plot data on the map, and integrate it into Dynamics CRM for deeper insights.Strengthen Your Sales Pipeline
Use proximity search and territory management to segment leads, optimize outreach, and boost revenue.View Related Records on the Map
Get a 360-degree view by plotting individual entities and their related records on the map.Automate Appointment Scheduling
Streamline scheduling with auto check-ins, direct appointment booking, meeting notes, and activity tracking.Add Activities When Saving or Updating Routes
Log appointments and other activities directly while creating or updating routes in Dynamics 365.Visualize CRM Data with Interactive Maps
Use geocoding, heatmaps, and filters to analyze CRM data and make informed business decisions.Optimize Routes for Maximum Efficiency
Plan, optimize, and track routes in real-time, reducing fuel costs and improving time management.Enhance Productivity for Your On-field and Off-field Teams
Sales Optimization
Help your sales reps navigate efficiently, track their visits, and maximize conversions with optimized routes.
Targeted Marketing
Target the right audience with location-based insights, plan campaigns, and build a stronger sales pipeline.
Efficient Field Service
Ensure on-time service deliveries with auto-scheduling, real-time tracking, and smart route planning.
Smart Deliveries
Streamline last-mile deliveries, minimize delays, and enhance customer satisfaction with optimized routes.
Real-Time Monitoring
Gain real-time visibility into team movements, monitor performance, and make informed business decisions.
Stronger Partnerships
Strengthen your distribution network by identifying and collaborating with nearby partners and suppliers.
Simplify Field Operations with MappyField 365’s Smart Mapping Features
Smarter Scheduling and Real-Time Field Tracking
Optimize your field operations with automated scheduling, live tracking, and seamless check-ins to boost efficiency.
- Plan and Assign Field Visits with Optimized Routes
- Monitor Sales Reps in Real Time with Live Trackingk
- Enable Seamless Field Operations with a Dedicated Mobile App
- Automate Check-Ins and Check-Outs for Accurate Visit Logs
Smarter Route Planning for Efficient Travel
Enhance field productivity with optimized routes, seamless navigation, and access to essential stops along the way.
- Share Optimized Routes with Sales Reps via Email
- Navigate Easily with Google Maps and Apple Maps Integration
- Locate Key Points of Interest Along the Route
Find Nearby Clients with Proximity Search
Quickly locate clients around you based on location, distance, or travel time for better planning and faster visits.
- Search Nearby Clients Based on Your Current Location
- Filter Nearby Records by Distance in Kilometers or Miles
- Locate Clients Within a Specific Travel Time
Strengthen Your Sales Pipeline with Location Intelligence
Gain deeper insights into sales opportunities with territory management, heat maps, and geo-analytical dashboards.
- Organize and Manage Sales Territories Efficiently
- Visualize Customer Density with Heat Maps
- Analyze Sales Trends with Geo-Analytical Dashboards
Visualize and Map Your CRM Data Effectively
Display your CRM records on an interactive map using advanced filters, data grids, and automated geocoding.
- Filter Data by Region, Drawing, Territory, or User
- Access Records via DataGrid and Summary Cards
- Access Records via DataGrid and Summary Cards
Customizable Settings for Seamless Mapping
Configure global and user-specific settings, manage security access, and enable multilingual support for better usability.
- Global & User-Level Customization for Personalized Mapping
- Security Templates to Control Access and Actions
- Multi-Language Support for Enhanced Usability
Take Instant Actions Right from the Map
Perform essential CRM tasks directly within the map interface to streamline workflows and improve efficiency.
- Add Records to Marketing Lists Instantly
- Schedule Follow-Ups Without Leaving the Map
- Save Preferred Filters for Quick Access
MappyField 365 Compatibility Across Platforms
Seamlessly integrate MappyField 365 with your preferred devices, CRM versions, and data environments.
- Works Across All Devices & Languages
- Compatible with Dynamics 365 (Version 9 & Above)
- Fully Supports PowerApps & Dataverse
Seeking More Tailored Solutions?
If MappyField 365 doesn’t fully meet your needs, explore our other offerings designed to enhance your business operations.
Looking for an Advanced Scheduling Tool?
Optimize your team’s scheduling and activity management with Calendar 365, seamlessly integrated within Dynamics 365.
Need a Comprehensive Customer or Partner Portal?
Enhance customer and partner interactions with our customizable Dynamics 365 portals, offering secure and personalized access to essential information.
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Customer PortalFrequently Asked Questions
What versions of Dynamics CRM does the plugin support?
The plugin is compatible with Power Apps and Microsoft Dynamics CRM version 9.0 & above.
Can you customize the plugin to fit my needs?
Absolutely! Share your customization requests with us at [email protected].
Do you offer a demo?
Yes, we do. Click here, fill up the form, and we will get back to you as soon as possible.
Do you have a refund policy?
Yes, you can view our refund policy by clicking here.
Is the plugin supported on all browsers?
It works on Edge (v12 and above), Firefox (v29 and above), Chrome (v33 and above), Safari (v7.1 and above), and Opera (v20 and above).
Can I get geocodes (latitude and longitude) from an address?
Yes, simply click the “Get Geocode” button on specific records to retrieve them.
Who can adjust the default configuration settings?
Only a System Administrator has the ability to set default configuration settings.
Can I view entity records based on their views in MappyField?
Yes, you can see all records according to their designated views.
Is there an option to automatically generate geocodes for new records of a specific entity?
Yes, just check the box in the “Entity To Map” dialog to enable this feature.
Can geocodes be generated for all existing records?
Yes, you can set up a cron job and specify the days. It will run and generate geocodes for all mapped entities.
Does the plugin work with PowerApps (CDS)?
Yes, MappyField 365 fully supports PowerApps (CDS).
Can I track my on-field team in real time?
Yes, our new live tracking feature lets you monitor your team’s locations, activities, and history.
Does MappyField support custom fields for storing addresses in CRM entities?
Yes, it supports custom address fields, as long as they’re created as single-line text fields in the CRM.
Is there a limit to the points of interest (POIs) I can retrieve with Azure Maps?
Yes, with a basic key, you’re limited to 100 POI searches. An Enterprise key offers unlimited POI queries.
How does geocoding work in MappyField 365?
MappyField 365 uses Azure Maps’ geocoding process, leveraging its algorithms and data to turn addresses into coordinates. If Google Maps is configured for geocoding, the same applies for Google Maps.
Important Notes
- To use MappyField 365, you’ll need to authenticate your AppJetty License during configuration via web access.
- Enjoy robust support for Azure Maps and Google Maps, powering features like plotting, routing, and geocoding.
- Ensure pop-ups are enabled in your web browser for a smooth experience.
- Compatible with Microsoft Dynamics 365 CRM (V9.0 and above) and PowerApps/Dataverse.
- Fully responsive, with seamless support for mobile browsers.
- App support is available for the Unified User Interface in Dynamics 365.
- Your purchase includes two environments: Production and Sandbox. Need more environments or domains? Reach out to our team at [email protected].
Smarter Scheduling and Real-Time Field Tracking
