Why Your Team Needs Dynamics 365 Bing Map Integration?

By Author: Maulik Shah
Total Articles: 73
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One thing that most successful businesses have in common is that when it comes to data, their strategic decisions determine their success. Having accessibility to most of the data is just not enough to get the advantage. For that, you need to have ways to make the most out of it.

Every data that a business holds has some sort of geographical location information. Using this information to make effective strategies can enhance the performance of business.

And to do that, what you can do is integrate Bing maps with your Dynamics 365 CRM. It will help you expand your business intelligence capabilities with its powerful features by integrating geospatial data.

How to Integrate Bing Maps in Dynamics 365?
Dynamics 365 CRM extracts all the relevant data and visualizes it geographically via Bing maps integration. Thus, your team can access the details in map form to take more data driven decisions from the location based insights.

Once you have CRM data on the Dynamics 365 map, it is easier to get an overview of your business. It will display dense areas where sales are high, ...
... areas with less number of clients, etc.

Features of Dynamics 365 Bing Maps
If you integrate Bing Maps with your Dynamics 365 CRM, you will leverage following features:

Heat Map Visualization: It will allow you to visualize and analyze the CRM data in real time with a heat map. You can create area-wise heat maps, column charts, and pie charts to take more data-driven decisions.

Route Optimization and Sharing: You can create and share optimized routes with the on-field team. They will also be able to find nearby customers in the territory to reach more customers in less time.

Reports and Analytics Dashboard: A centralized view of sales activity, leads, follow-ups, performance, etc.

Advanced Search: You can easily search by region, proximity, shape and create a category for specific view. It helps in understanding specific regions and its success or failure.

Check-in/Check-out: Real-time view of the time check-in/check-out of your team members and their daily activities like appointments, tasks, etc.

User Level Configuration: Small configurations like auto zoom, default locations etc. can be personalized by the user.

Territory Management: Easy creation of territories in different ways like selecting regions on map and drawing shapes. You can also share or assign that territory to the team members right away.

Auto Scheduling: Allocation of leads to the on-field members with optimized routes with shortest route first algorithm. This planning can be done for multiple days.

Live User Tracking: No need to call the on-field sales team for status. You can easily see it on the map with all the other details like completed appointments, remaining tasks, location, time spent in a particular meeting, etc.

Multi-language Support: Multi-language support for better understanding and for individuals to choose preferred language.

Appointment Planning: You can plan the appointment for the on-field member if they are nearby to save traveling time.

These features can be used in different ways like cost reduction by streamlining business processes, ability to target the right audience, improving sales, etc.

Benefits of Integrating Bing Maps With Dynamics 365
You can unlock a lot of benefits with Dynamics 365 Bing maps integration:

With visualization of all the data on the map, the sales team will have ease in scheduling appointments, optimizing routes, reducing distance and time, improved efficiency, etc.

The sales manager can quickly view their team's current status and location. The boards are customizable so that the manager can add relevant information.

For managers it will be easy to manage the territories assigned to their team members. They can easily review location wise statistics to make necessary changes on the go.

For marketing teams, it will be beneficial to target location wise campaigns more efficiently. For example, the manager can inform the clients in a particular area about the event that will take place nearby them.

The marketing team can filter the marketing list geographically using various categories like ratings, job title, status, find leads from proximity search and more.

Conclusion
So, if you want to increase the productivity of your sales team, you can integrate Bing Maps with Dynamics 365 CRM. This integration will ensure your sales team spends more time with clients and not on roads. Dynamics 365 maps can help simplify all the data to view, understand, and change things instantly if required.

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling extensions and plugins for various technologies, including Odoo themes and odoo apps Magento 1 extensions and Magento 2 extensions. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.