Be meeting ready and on time, use optimized paths!

Avoid traffic, tolls, highways, and reach your meeting location on time. Use Route Optimization, avoid wrong paths, be punctual, and leave a lasting impression on your clients.

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Route Optimization in Microsoft Dynamics 365

Just imagine, how embarrassed one would feel if one is informed by the client that their sales rep did not make it to an appointment in time as they could not find the location! First impressions and punctuality matter a lot in today’s competitive world for making or breaking a deal! Wouldn’t it be a shame if the rep is spending more time searching the meeting venue than the time, he spent attending the face-to-face meeting with the client? Well, then Maplytics is the map visualization app to avoid this concern, as it assists in finding the best route to visit customer locations. After all, we know that the rep needs to achieve more without any backtracking and enjoy a work-life balance.

It’s a cakewalk for the rep when he/ she is out on the field and needs to navigate from one location to the other using the sales route planner in Dynamics 365. This Geo-Analytics, geo-mapping module helps to optimize the travel route between locations chosen for his visit even when they are far from each other and saves this direction in Dynamics 365 route map. In addition to this, could also be a route covering all the waypoints ensuring the coverage of every location within the shortest time span and with the minimum travel distance. These routes come along with turn-by-turn navigation instructions in Dynamics 365 with Google Maps and Waze App. ‘Avoiding highways’ and ‘Avoiding toll roads’ are additionally available filtres for route mapping in Microsoft Dynamics 365 CRM that make route finders within Dynamics 365 CRM optimized!

Auto-Scheduling allows the choice of the waypoints for travel and creates an optimized schedule on the map within Dynamics 365 CRM thus enabling Microsoft Dynamics 365 CRM route optimization. One can register the default preferences for the Auto Scheduling card in the Configuration detail records to proceed and plot an automated plan on the map. This enables the transit through the schedule over days and keeps a track of the appointments along with the ability to Check-In/Check-Out for the meetings/appointments from the location itself. After creating the schedule on the map in Dynamics 365 the manager can attempt the Microsoft Dynamics 365 route optimization and activities for the meetings, services, and resource booking can be catered to.

Route Optimization within Microsoft Dynamics 365 CRM thus, helps organizations with optimized travel routes toward meeting venues, turn-by-turn navigation directions at hand, being punctual for the meetings, saving time and fuel for the traveling rep, and overall maintaining a good relationship with the client.