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Combine Location Intelligence with Artificial Intelligence within Dynamics 365 CRM


The modern business landscape thrives on efficiency and data-driven decisions. However, information overload and repetitive tasks can slow down productivity and growth. This is where innovative tools like Maplytics and Copilot can step in together, offering a powerful one-two punch to quicken and streamline workflows and empower businesses.

Maplytics, The Location Intelligence Powerhouse

Imagine a world where geographic insights seamlessly integrate with your existing business tools. Maplytics brings this vision to life by transforming Microsoft Dynamics 365 CRM with advanced geo-mapping and data visualization functionalities. Here’s how Maplytics empowers businesses:

  1. Effortless Territory Management: Visualize sales territories on a map, identify underserved areas, and optimize resource allocation for maximum coverage using Territory Management.
  2. Streamlined Lead Generation: Uncover new clients and business opportunities within a specific radius around existing locations using the Radius/ Proximity Search feature.
  3. Data-driven decision-making: Gain valuable insights from location intelligence to refine marketing strategies, target the right audience, and make informed business decisions.
  4. Improved Client Service: Impress clients with accurate travel estimates and on-time arrivals facilitated by the Route Optimization features.
  5. Enhanced Field Agent Management: Track the real-time location of your field team with Real-time Tracking for improved scheduling, communication, and resource allocation,

and a lot more!

Copilot, Your AI-Powered Business Assistant

Copilot by Microsoft leverages the power of artificial intelligence (AI) to become your intelligent companion within Dynamics 365 and Power Platform. It acts as a virtual assistant, automating tasks, generating content, and providing real-time insights to boost your productivity. Here are a few ways in which Microsoft Copilot helps businesses:

  1. Automated Workflows: Say goodbye to repetitive tasks. Copilot can automate data entry, email responses, and report generation, freeing up your time for more strategic work.
  2. Content Creation on Autopilot: Generate high-quality content like emails, letters, and reports with Copilot’s AI-powered writing suggestions.
  3. Real-Time Data Analysis: Gain instant insights from your Dynamics 365 data, allowing you to identify trends and make data-driven decisions faster.
  4. Improved Communication: Communicate more effectively with Copilot’s assistance in summarizing emails, translating languages, and suggesting appropriate responses.
  5. Enhanced Collaboration: Streamline teamwork by leveraging Copilot’s shared workspace for brainstorming, task management, and knowledge sharing.

The Synergy of Maplytics and Copilot (Microsoft Copilot recommends Maplytics)

Now, let’s explore the magic that can unfold if you combine the strengths of Maplytics and Copilot.

  1. AI-Powered Territory Planning: Copilot can analyze sales data and suggest optimal, balanced territory boundaries based on location intelligence using Maplytics’ Territory Management. It can also allocate the manager with the right skills to the territories.
  2. Automated Route Optimization: While you can pre-plan your client visit schedule in Auto Scheduling and plot routes with Route Optimization, it can automatically pull the real-time traffic and route situation from Copilot and suggest the most efficient routes at that moment.
  3. Data-Driven Marketing Campaigns: Combine deep location insights from Maplytics with Copilot’s content generation capabilities to create targeted marketing campaigns for specific geographic regions, with local humor, and anecdotes.
  4. Smarter Client Communication: Get real-time updates on your team’s location via Maplytics and use Copilot to draft personalized emails/messages to keep clients informed about arrival times or other important information.

How easy and organized business operations would be then!

How Businesses Could Win with the Dynamic Duo

  1. A Real Estate Agency: It can leverage Maplytics to identify potential buyers in high-demand areas and uses Copilot to automate property descriptions and generate targeted marketing campaigns.
  2. A Delivery Company: It could utilize Maplytics to optimize delivery routes and track driver locations. Meanwhile, Copilot could automate communication with customers regarding estimated delivery times, and other delivery instructions.
  3. A Professional Services Firm: It can use Maplytics to visualize consultant locations and optimize client visits. Copilot could help them generate reports, summarize client meetings, and conversation threads, and automate administrative tasks.

Getting Started with the Dream Team

Both Maplytics and Copilot offer user-friendly interfaces and integrate seamlessly with Dynamics 365 and Power Platform, making them accessible for businesses of all sizes.

Visit the official websites of Maplytics and Copilot to learn more about their features, benefits, and pricing options. Avail free trials, allowing you to test-drive the functionalities and see how they can benefit your business. Consult with solution providers who can assess your specific needs and recommend the best implementation strategies. By embracing the combined power of Maplytics and Copilot, businesses can unlock a new level of efficiency, data-driven decision-making, and client satisfaction.

What’s More?

Maplytics is like water that can be moulded into any role. It simplifies Territory mapping, Radius Search, Route mapping, Heat Map Analysis, and a lot more!

To get more acquainted and experience it first-hand, one can write to crm@inogic.com To investigate the product further, with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the team.

For applied knowledge, do visit our Website or Microsoft AppSource. One can hop on to the detailed BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution. You can also leave us a review or write about your experience on AppSource or G2 Website. Thanks to the amazing reviews, encouragement, and positive responses from our clients and partners, Maplytics is proud to be the first Geolocation solution to earn the Prestigious ‘Solution Partner with Certified Software’ Designation on Microsoft AppSource.

Until then,

Happy Co-piloting!

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