Maplytics Dashboards

Today we will demonstrate a simple though very useful feature of our flagship product Maplytics, which is Dashboards. Maplytics Dashboards provides a fast and easy way to view and communicate business data in a visual format.


Maplytics is a plug and play application made available as Managed solution that can be easily installed and uninstalled without affecting other CRM components. Maplytics is a Geo-Analytics tool designed for Microsoft Dynamics CRM 2011(Online/On-Premise/IFD/Office 365) using the API services provided by Bing maps.

Maplytics Dashboards make it simple for sales, marketing, and customer service people to create dashboards on the fly—so they can spend more time acting on critical data, and less time gathering it.

Here we have taken an example of Appointments; Maplytics Dashboard will provide you with detailed information of the appointment scheduled with the contact for that day.

 

Another example could be for Cases to be resolved today or your sales pipeline which is shown in below screen shot.

As we are always looking for ways to better understand our data and showing data on Map alone like new leads within the month, monthly sales; provides quick and easy insights. However it doesn’t allow you to see trends like new leads within this month, new accounts within this month, volume of sales. Maplytics provides you with a feature called Heat Map. Heat map is an Advanced Map based visualization which allows better analysis of such data.

Thus Maplytics will provide you with easy insights with trends being followed and would also help you to serve your customer better in every possible way.

Please contact us at crm@inogic.com for more details and trial requests of Maplytics

Bing Maps for pre Polaris install

Polaris form provide a feature of Bing Maps that shows Map on an Individual entity record. This is a feature available in Polaris but non-Polaris forms do not show such map and Maplytics would help show it. Through Maplytics - individual map feature you will be able to plot any entity record on the Map.

Maplytics is a plug and play application made available as Managed solution that can be easily installed and uninstalled without affecting other CRM components. It is a Geo-Analytics tool designed for Microsoft Dynamics CRM 2011(Online/ On-Premise/ IFD/ Office 365) using the API services provided by Bing maps.

Individual Map provides leverage for you, in knowing your customer better in this competitive world thus truly amplifying the definition of CRM. Below is a record of account entity that is plotted on the Map.

You can also have an aerial view of the place, which can be very helpful to get the know how of vicinity around your customer. Below screenshot displays a record for an account entity with aerial view.

You can drag the pushpin around the map as per your need or requirement. To update a record’s address, you can drag the pushpin to the specified location & click on update. This won’t change the address on the account form but it will surely help you locate your customer more precisely.

Another feature is to search for address from the map; you can type in the address in the text box & click on search. This will plot the address on the map which can also be updated as per your need or requirement.

This is a very small but powerful feature that will help you to know your customers better.

Unlike Polaris form, the map component can be added to any entity form in CRM.

For further details on Maplytics you can visit our website and review the whitepaper at http://www.inogic.com/addons_maplytics.htm or you can contact us at crm@inogic.com for more details on this product.

 

Maplytics in times of UR12

Native Bing Maps Integration coming in with UR12

UR12 is scheduled for a phased roll out starting next week. With one of the offerings being Bing Maps Integration. This integration is made available as a setting that when activated by the users would show a link to open Bing Maps and automatically plot the address entered on the specified record.

What is Maplytics and why should you want to use it?

Maplytics continues to work towards being a “more than simple” address plotting on the map.  It is a geographical analytics tool. Some of the features supported include

·     Support for all entities that have address fields. You would be able to see any address included on any entity on the Map

·     Map is essentially dependent on Geo-coding data. Maplytics comes bundled with Bing Maps subscription that allows for use of Bing Maps Spatial service that will let you batch Geo-code bulk data. This does away with the need to worry about getting the data Geo-coded.

·      Save geographical search as static Personal Views in CRM

·      Ability to print the route and routing directions using multiple way-points.

·      Maplytics builds upon the inherent Dashboard feature of Dynamics CRM to provide Maplytics Dashboards to provide analytics based on CRM data including Sales

·     Color-coding CRM data plotted on the Map for better analysis and geographic representation of the data

·     Usual mapping solution would include Road View or Aerial View. You can now get a Street View of the address using Maplytics

Who is Maplytics for

Maplytics is still a must-have for business driven by geography and geographic data.

For more information check out the product details here. 

Maplytics Release Announcement !!

The much loved Geo-analytical tool for Dynamics CRM 2011 which uses Bing Maps API now has an update available that will make Maplytics a must have tool for Dynamics CRM

We have added the following new features in Maplytics 5.4 version,

1.      Support for all entities defined in Dynamics CRM. Configurable entity maps
2.      Ability to map the address fields to be used for Geo-coding
3.      Color coding of pushpins based on configurable categorizations
4.      Heat Maps added
5.      Configurable tool-tips
6.      Dashboards. You can now include Maplytics component as a Dashboard web resource
7.      Dashboard   queries is configurable
8.      Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
9.      Ability to save the geographic search results as static views in Dynamics CRM for later use
10.      Ability to export search results to external file
11.      Ability to save the geographic search results as static views in Dynamics CRM for later use

For more details have a look at the White Paper

Maplytics supports all CRM Deployment models namely On-Premise, On-Line, Office 365 and Partner-Hosted.

It is supplied as a managed solution that is easy to install and un-install without affecting your existing customization.

We already have a 15 day fully functional trial available of our product. We are now also making available for a limited period only, a Community Light version of the product. This product is free to use for the next 6 months for up to 5 users after which you can order the product from us and upgrade to the unlimited full license of the product.

You can download the light version from http://www.inogic.com/Trial/DynaMapsCommunityVersion.zip. This is valid until 26^th December 2012.

The light version has the following limitations.

1.            Available for use with only account, contact and opportunity entities
2.            Mapping capabilities restricted to plotting of 50 addresses at a time on the map
3.            Only 5 dashboards can be configured
4.            Only 5 way-points can be defined for routing

After downloading contact us with your CRM install details to avail the 6 month free license.

Contact us for the 15 day full trial of the product.

Note: Bing Maps API is chargeable and you need to purchase Bing Maps subscription from Microsoft. We have entered a contract with Microsoft Bing Maps partner to make this license available to you for use with Maplytics at a reasonable price.

Here is a complete list of features included in Maplytics:

1.       Plot any entity record on the map
2.       Street View for any address
3.       Color coding of pushpins based on configurable categorizations
4.       Routing using multiple way-points
5.       Geo-spatial analysis of Opportunity and Sales data for summary analysis
6.       Uses Dynamics CRM views that can be easily created using the Advanced Find feature of Dynamics CRM. No learning curve required
7.       Print the Map and Driving directions
8.       Configurable Entity maps and Dashboards to support any Dynamics CRM entity
9.       Dashboards. You can now include Maplytics component as a Dashboard web resource
10.       Dashboard queries is configurable
11.       Overlay of nearby locations like airports, restaurants etc. along with the Dynamics CRM search results
12.       Ability to save the geographic search results as static views in Dynamics CRM for later use
13.       Ability to export search results to external file
14.       Ability to save the geographic search results as static views in Dynamics CRM for later use

Go ahead and request the trials and pour in your valuable feedback!

Maplytics now available for CRM 2011

We are happy to announce the availability for Maplytics for CRM 2011. The new version now supports all 3 CRM deployment models On-Premise, Online as well as IFD.

Maplytics is geo-analysis tool that allows you to view your CRM data on a map as well as allow your Sales Rep on the field to plan their schedule with the aid of Maplytics.


This new release supports Street View. Street View allows you to get a road side view of the address


You can also select multiple addresses and have the tool plot the route through the addresses selected.


Ability to Print the map as well as the route directions so that it can be circulated within the team.


It can now be added as a Dashboard component in your Dashboard.

Click here for more details.

How to Show address using Bing Map in CRM 2011?

CRM 2011 provides a different feature to use java script as compared to CRM 4. In CRM 2011 you cannot write script directly in form event. Here they have provided a facility to create form library where you can write your own java script function. Only after creating a form library user will be able to call the function on form or field event.

To use the script on field or form event you will need to add a event handler, where you can specify the web resource library file and function name.

Follow the steps to create a form library file as shown below in the Screen shot.

• Click on Add button to add new form library


• You can add existing web resource or can add new web resource. Fill the details as below screen shot. To add the script click on Text Editor button and write the script.


• To use this function on Form load event you need to add event Handler and write the function as below screen shot.

• Select the library name in which you have write the script function and function name as below screen shot.

• Now save and publish the entity.

Note: if user is doing any modification on form library file then you need to go to web resource and select file and Publish it.

When you will open records, the Bing map will plot location in map.

Hope this help to understand how to use Bing map in CRM 2011.

Maplytics for Dynamics CRM

Further to our post on Maps integration for Dynamics CRM using Live Maps https://community.dynamics.com/blogs/crminogic/archive/2009/04/27/maps-integration-for-dynamics-crm-4.aspx we have been able to compile a list of mapping components that can be made available on different entities of CRM with the aim of enabling Geo analysis of the data stored in CRM.The entities covered are:
1. Lead/Account/Contact – Plotting of the primary address of these on the map. It also provides the directions to the customer address starting from the organization address.
2. Plotting of Accounts from a selected range of Accounts that come within the specified distance. The aim here it to be able to list out all accounts that are within a given range from the Starting point.

3. Geo mapping of Leads/Accounts on the map with the aim to allow the users to analyze their customer based on geographical regions.

4. Geo mapping of Sales/Opportunity on the map with the aim to allow the users to analyze their sales by geographical regions and thereby be able to design strategies focusing on a given region.Some of the features are:
Ø Each of these when plotted on the map allow the users to drill down ability and also be able to open Contact/Lead/Account etc CRM form to check further details of these.

Ø While searching for directions, you can specify the Route that you want to take and you would get the direction via the specified location.

Ø View Summary or Detail information

Ø Use of Advanced find view for providing the record selection to be plotted on the map.

Preview:

Here clicking on Get Direction one can see the following screen.

Click here to check further details.