EasyTerritory for Dynamics 365 for Sales
EasyTerritory for Dynamics 365 for Sales is the leading map and territory management add-on for Dynamics 365. Using EasyTerritory, your sales management team can build and realign sales rep territories on an interactive map using rich geographic data. 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.
Territory Management: Build territories from US ZIP and global postal codes, counties, states and other political boundaries.
Auto-Build & Realign Territories: Realign territories with optimization tools.
Full Dynamics 365 Integration: Map Leads, Accounts, Opportunities, and any other entity or custom entities data.
Business Intelligence: Overlay business data from Dynamics 365 to get valuable business-intel with classifications, filtering, hotspots, and instant statistics.
Scheduling and Routing: Create schedules, route services, and sales activities.
Mobile Mapping: Create map views for access on mobile phones in the field.
Upload Excel Data: Import address information from an Excel or CSV.
Publish Maps to Power BI: Collaborate and share your maps with anyone.
Export to Dynamics 365 Marketing List: Select records on a map and export results to a Dynamics 365 Marketing List.
Dashboard: Embed EasyTerritory maps within a Dynamics 365 dashboard or entity form.
Leading MapPoint Alternative: EasyTerritory is the leading MapPoint upgrade and replacement.