Sales Territory Management in Microsoft Dynamics 365 CE/CRM with Maplytics!
This video is a comprehensive guide to Sales Territory Management in Microsoft Dynamics 365 CE/CRM using the powerful tool, Maplytics. If you're a salesperson looking to optimize your efficiency and productivity, implementing Maplytics into your sales pipeline can be a game-changer.
The video takes you through the process of defining sales territories, visualizing and analyzing them on a map, and assigning them to sales reps. Maplytics makes the process seamless with its intuitive interface, customizable views, and robust reporting capabilities.
Beyond sales territory management, Maplytics can also help you plan optimized routes, perform radius searches, and uncover hidden insights with heat maps and spatial analytics. This video is perfect for anyone new to Maplytics or seeking to enhance their Dynamics 365 CE/CRM experience.
Published on:
Learn more
Related posts
Boost seller productivity with document summary by Copilot in Dynamics 365 Sales
New summarization capabilities provided by Copilot in Dynamics 365 Sales, allow sellers to obtain pertinent details from sales documents in mi...
Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM), providing a structured way to manage, package, and...
Effective Strategies for Debugging Plugins in Dynamics CRM
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin ...
Using Copilot in Dynamics 365 Sales (Hindi)
New Lead Qualification Experience – Dynamics 365 Sales
To enable the new lead experience, navigate to App Settings >> Lead + opportunity management in the Sales Hub App. On enabling it, we ...
Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]
Navigating the demanding landscape of sales can be quite a challenge. But the latest release of Microsoft Dynamics 365 Sales is set to revolut...
Five Exciting New Features in Dynamics 365 Sales Wave 1 Release 2024
Introduction Curious about what’s new in Dynamics 365 Sales for 2024? The Wave 1 Release is packed with exciting newfeatures… The post F...
EY teams unite globally with Dynamics 365 Sales
Is Microsoft Dynamics CRM Affordable for Small Nonprofits?
Satish Reddy By Satish Reddy | Reading time 6 mins When considering a CRM solution, affordability is often a primary concern for small no...