EasyTerritory has long been the leading territory mapping software for Dynamics 365, but did you know we also support SugarCRM and Salesforce as well? This week’s blog highlights the steps for setting up EasyTerritory with SugarCRM to map records and perform territory realignment and lead assignment automation. The first step in setting up SugarCRM integration […]
Check out this short introduction to mobile mapping with Microsoft Dynamics 365 and EasyTerritory. In this video, I cover the primary use case that we see in the market for mobile mapping. Mobile mapping isn’t useful in every industry, but for some it’s critical. EasyTerritory gives your outside sales reps the ability to see what’s […]
The EasyTerritory team is excited to announce the April 2019 release. With this release, we’ve expanded the Managed Project capabilities as well as made a number of performance enhancements. Enhancements to Managed Project Managed Project support was added to EasyTerritory in the July 2018 release. Managed Projects are great for distributed territory editing where you […]
EasyTerritory is headed to Atlanta! We’re excited to announce we will be an exhibitor at the 2019 Microsoft Business Applications Summit, June 10-11. Join us for two days of Dynamics 365 and Power Platform learning. We’ll have booth in the Expo Hall and would love to give you a tour of EasyTerritory + D365. Will […]
Thank you to everyone who attended our Microsoft Dynamics 365 + EasyTerritory Webinar Series! We covered a lot of content on how EasyTerritory helps improve territory management and data visualization within the Dynamics 365 platform. We’d also like to thank Rick McCutcheon, Microsoft Dynamics 365 MVP and social selling expert, for hosting the series. If […]
Want to know the five easy steps to maximize your return on investment in SaaS territory mapping software integrated with Microsoft Dynamics 365? Check out our featured article dedicated to explaining why your organization should embrace territory management software!
The EasyTerritory Team is proud to announce our Silver Sponsorship at eXtreme365 next week in Austin, TX! We’ll have a booth (#10) and I will also be presenting a partner showcase session on Wednesday (12/5) @ 11:30 AM CST: Territory Management and Geospatial Strategies for Dynamics 365 Presented by EasyTerritory Click here for session details […]
We are setup and ready to go in Phoenix! EasyTerritory is proud to be a Gold Sponsor of D365 Summit 2018 in Phoenix, AZ (10/15/2018-10/18/2018). If you’re here please stop by booth #617, say hello, and get some cool EasyTerritory swag! I will also be presenting a partner showcase session on Wednesday (10/17) @ 10 […]
We are often asked how EasyTerritory fits into a Dynamics 365 for Field Service implementation, so we put together this whitepaper to explain. While the D365 Field Service solution has several mapping features, the real benefit of EasyTerritory is on the front end, defining and managing your service areas (or, as we like to call […]
The EasyTerritory product team has been hard at work on several major new features for our January 2018 release (ver: 2.91.6). First, we’re pleased to introduce Automatic Territory Building (Auto-Build, for short)! With Auto-Build, a territory manager can build territories from scratch or realign territories, balancing on a column in your data. For example, territory balancing […]
