Customer Engagement & Dynamics CRM Forum

Is there a good mapping program that shows the sum of all open or closed, etc.. opportunity revenues by state / province / country?

Thanks for your help!

------------------------------
Kelly Bishop
System Administrator
Propex
------------------------------

You can do this with Power BI. There are map visual that allow you to overlay data from Dynamics 365. Here is more information:

• https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-filled-maps-choropleths
• https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-map-tips-and-tricks

------------------------------
Aaron Back
Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
ACE Microtechnology
_______________________________________
CRMUG Board Member
CRMUG Chapter Leader - Cincinnati, Ohio
------------------------------

Original Message:
Sent: Mar 19, 2020 12:34 PM
From: Kelly Bishop
Subject: Mapping Opportunities

Is there a good mapping program that shows the sum of all open or closed, etc.. opportunity revenues by state / province / country?

Thanks for your help!

------------------------------
Kelly Bishop
System Administrator
Propex
------------------------------

Kelly, another option is Maplytics from Inogic.  Depending on whether you only want visualizations of the data, or whether you want to take action from the visualization, such as add appointments, do route planning, etc., Maplytics offers features that can be a productivity improvement for members of your team.  Again, it depends on your need.  I hope this helps!

------------------------------
Jim Lorrig
Senior Business Solutions Consultant
Heartland Business Systems
Pewaukee WI
------------------------------

Original Message:
Sent: Mar 19, 2020 03:25 PM
From: Aaron Back
Subject: Mapping Opportunities

You can do this with Power BI. There are map visual that allow you to overlay data from Dynamics 365. Here is more information:

• https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-filled-maps-choropleths
• https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-map-tips-and-tricks

------------------------------
Aaron Back
Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
ACE Microtechnology
_______________________________________
CRMUG Board Member
CRMUG Chapter Leader - Cincinnati, Ohio

Original Message:
Sent: Mar 19, 2020 12:34 PM
From: Kelly Bishop
Subject: Mapping Opportunities

Is there a good mapping program that shows the sum of all open or closed, etc.. opportunity revenues by state / province / country?

Thanks for your help!

------------------------------
Kelly Bishop
System Administrator
Propex
------------------------------

You can also do with Quick Maps where you can track the data of any territory which you selected and distributed them in many terms like Get a smart overview of sales activity, open leads, follow-up data, and performance and plan your daily or monthly activities accordingly.
Here you can see that: https://www.appjetty.com/blog/how-to-visualize-region-wise-crm-data-in-dynamics-crm-map-integration

Get more information & know about that go Quick maps.

------------------------------
www.appjetty.com/dynamics-crm.htm
------------------------------

Original Message:
Sent: Mar 19, 2020 12:34 PM
From: Kelly Bishop
Subject: Mapping Opportunities

Is there a good mapping program that shows the sum of all open or closed, etc.. opportunity revenues by state / province / country?

Thanks for your help!

------------------------------
Kelly Bishop
System Administrator
Propex
------------------------------