Sales Territory Management and Mobile Maps for Dynamics 365

EasyTerritory for Dynamics 365 for Sales

EasyTerritory for Dynamics 365 for Sales is the leading map and territory management add-on for Dynamics 365. With 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 Microsoft MapPoint to quickly get to a baseline territory alignment. EasyTerritory ships with a variety of datasets, including up-to-date US ZIP (Postal) Codes.

EasyTerritory for Dynamics 365 Mapping Features Include:

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 directly within your sales territory map.

Full Dynamics 365 Integration: Map Leads, Accounts, Opportunities, and any other entity or custom entities data directly from Microsoft Dynamics 365.

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 for your field sales & service teams.

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 Dynamics 365 data 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 Microsoft MapPoint replacement and upgrade.

Streamline Sales Territory Management with Seamless Dynamics 365 Integration

Provide territory management capabilities across your organization.  EasyTerritory integrates with Dynamics 365 and can be embedded within a dashboard or on an entity record to provide geospatial insight by overlaying territories and critical business data.

Power BI Territory Map Visual

Collaboration and territory performance reporting across your organization is easy with the Power BI Territory Map Visual. Share current and future alignment scenarios with anyone.

#1 Rated Dynamics 365 Mapping Solution on Microsoft AppSource

EasyTerritory for Dynamics 365 for Sales is highest rated territory mapping app and territory management add-on on the Microsoft AppSource marketplace.  Our team of consultants help organizations of any size streamline their territory management processes and increase their salesperson productivity! Our support and training services are built into the subscription costs.

Request your free trial of EasyTerritory for Dynamics 365 for Sales today