EasyTerritory Features and Capabilites

EasyTerritory is the leading Microsoft MapPoint replacement and the perfect mapping tool to add to your Dynamics 365 implementation. Not using Dynamics 365? That's okay, we support Excel/CSV and direct SQL integration as well! EasyTerritory is being leveraged in many industries including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceutical, bio-med, and more. EasyTerritory comes in two editions, Standard and Enterprise. Be sure to review the full feature matrix below to see features and functionality by edition and deployment type.

Territory Management

Simplifying territory management is the primary problem we set out to solve! Using EasyTerritory, your sales management can build and realign their sales rep territories on an interactive map using geographic data such as postal codes and county boundaries. The product's data import capabilities allow users to import existing data from programs like MapPoint to quickly get to a baseline territory alignment. EasyTerritory ships with a variety of datasets, including up-to-date US ZIP (Postal) Codes. For a full matrix of the territory management capabilities and available geographic data, click here.

Geospatial Business Intelligence

The foundation of any smart territory management decision is good geospatial business intelligence. EasyTerritory empowers organizations with the ability to overlay their business data (accounts, leads, opportunities, service calls, store locations etc.) on top of territories to visualize and get real-time statistics during realignment scenarios. With the classification and filtering features, managers can quickly see a breakdown of business data. EasyTerritory makes a great executive dashboard for your CRM or a situational awareness screen in your call center. For a full matrix of the geospatial business intelligence capabilities, click here.

Sales and Service Call (Route) Planning

Service planners, route managers and traveling sales reps love EasyTerritory! Our solution streamlines service calls and delivery scheduling for organizations and can be easily integrated with your existing scheduling system. Service planners, schedulers and sales reps can use EasyTerritory to plan efficient routes and get turn-by-turn directions with driving time and distance calculations between stops. For a full matrix of the route planning capabilities, click here.

Mobile Sales Productivity

Give your outside sales representatives an Easy way to search for leads and accounts while out in the field with the EasyTerritory Mobile View. The EasyTerritory Mobile View allows sales reps to click on locations to get lead or account details and use the phone's built-in navigation to account for real-time traffic and get them there quickly. With GPS support, you can find a new appointment near you when the inevitable cancelation occurs. EasyTerritory Mobile View also supports direct integration back to Dynamics 365 Mobile view for quick record updating. For a full matrix of the mobile capabilities, click here.

Full Feature Matrix

Edition Standard Enterprise
Business Intelligence
Add data to the map
Global street and aerial coverage with Microsoft Bing Maps
Spreadsheet of customer data with addresses
Advanced-find entity mapping of records with address information from Dyanmics 365/CRM
Additional datasets provided by EasyTerritory (e.g. Postal Codes, Political Boundaries, Demographic Indicators)
Custom datasets from organization's CRM / ERP/ GIS loaded into SQL Server
High-resolution aerials and Bird's Eye View from Microsoft Bing Maps
Traffic from Microsoft Bing Maps
US weather radar
Classify and Filter Data
Customize the symbology (shape and color) classifications of features on the map
Create classifications by range or exact value based on data fields
Filter data based on multiple criteria
Manage Map Features
Create hotspot density maps from point data
Point clustering
Create heatmap (aka. thematic or choropleth) maps
Identify callout box with feature details
Select map features by geographic region
Create travel-time rings by amount of time and method of transportation
Zoom to the map by street address or free-form text search on map features
Collaborate, Import and Export
Save and share maps with others
Join tabular data with existing map layers
Export query selection (data-grid) results to Excel
Export territories in standard geo format
Territory Management
Build, Realign, and Delete Territories on the Map
Bulk create territories from lists of geographies (Countries, States, Counties, ZIPs (Postal Codes), etc.)
Manually select geographies on the map using zip code, county, state, and other political boundary layers to build territories
Realign by moving counties or ZIP (postal) codes between territories
Support for overlapping (nested) territories (e.g. district>region>territory)
Edit territories by hand with snapping support
Edit by stitching, cropping and welding other territories
Export territory alignments to Excel/CSV (e.g. Postal Code, Rep Name)
Territory Statistics Features
Get instant statistics while editing territories (number of accounts, total sales, etc.)
Get statistics across all territories and color-code them by standard deviation from mean
Additional Territory Management Features for Dynamics 365
Automatically update all CRM entities (accounts, leads, etc.) that are within the territories
Write territory records back to the territory entity or custom entity in CRM
Lead assignment support
Sales and Service Call Productivity
Partitioning
Partition (divide) locations by stop delay and drive time
Schedule visits by week
Create optimized service/sales territories by proximity, distribution and custom variables
Routing
Fine-route for drivers and get turn-by-turn directions
Print routes
Save routes
Send routes to mobile view
Mobile Sales Productivity
Share multiple datasets to mobile devices
Secure your data with EasyTerritory authentication
Identify and filter data on your mobile map
Leverage device's GPS to do on-the-fly routing
Microsoft Excel, Dynamics 365 and Third-party ERP/CRM Integration
Microsoft Excel
On-the-fly geocoding of tabular lists like Excel/CSV
Can add, edit and delete column/row data inside of the EasyTerritory project
Map addresses or latitudes/longitudes
Microsoft Dynamics 365
Accessed from within Dynamics CRM in forms and dashboards
Support for Dynamics CRM 2011, 2013, 2015 and 365 (Onpremises or Online)
Map accounts, leads and opportunities, or any custom entity with an address
Send Advanced Find results to a map
Third-party ERP/CRM via SQL
On-the-fly updates of point data from SQL
Can write markup from EasyTerritory back to SQL
Can access SQL database and have administrative privileges (on-prem)
Administration
Add and manage EasyTerritory users
Manage user projects
Create and manage groups (groups support project and data access to specfic users)
Create and manage catalog data layers
Advanced application level settings
Monitor system logs
Technical Details
Hosting in the world-class Microsoft Azure cloud (cloud option)
Support for ADFS (SAML 2.0)