Customer Engagement & Dynamics CRM Forum

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Mapping Opportunities

  • 1.  Mapping Opportunities

    Posted Mar 19, 2020 12:34 PM
    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!

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    Kelly Bishop
    System Administrator
    Propex
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Mapping Opportunities

    MICROSOFT MVP
    Posted Mar 19, 2020 03:25 PM
    You can do this with Power BI. There are map visual that allow you to overlay data from Dynamics 365. Here is more information:


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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Mapping Opportunities

    Posted Mar 20, 2020 09:31 AM
    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!

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    Jim Lorrig
    Senior Business Solutions Consultant
    Heartland Business Systems
    Pewaukee WI
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Mapping Opportunities

    Posted Mar 20, 2020 03:07 AM
      |   view attached

    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.



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    www.appjetty.com/dynamics-crm.htm
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    Academy - Online Interactive Learning from Experts


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