Field Service Territory Management, Capacity Planning, and IoT Asset Tracking

EasyTerritory for Dynamics 365 for Field Service

EasyTerritory for Dynamics 365 for Field Service is a proven add-on for any field service organization that manages techs by postal codes.  EasyTerritory not only provides US ZIP Code and other global postal code data to populate the Postal Code entity in Dynamics, it also provides an easy way to visualize your IoT assets in the field.

Features Include

Service Territory Management: Build territories from US ZIP Code, global postal codes, or manually defined areas.

Capacity Planning and Territory Optimization: Realign territories with optimization tools.

Full Dynamics 365 Integration: Map work orders, assets, or track service techs on the map or any custom entity.

IoT Asset Tracking: Map any asset or vehicle location in real-time.

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.

Dashboard: Embed EasyTerritory maps within a Dynamics 365 dashboard or entity form.

Leading MapPoint Alternative: EasyTerritory is the leading MapPoint upgrade and replacement.

Enhance Dynamics 365 for Field Service

We are often asked how EasyTerritory fits into a Dynamics 365 for Field Service implementation. While the D365 for Field Service solution has several mapping features, the real benefit of EasyTerritory is on the front end, defining and managing your service areas! The following whitepaper contains a high-level description of how EasyTerritory supports the building, synchronizing, and setting of territories in Dynamics 365.

Create Geofences and Set Alerting Rules

EasyTerritory for Dynamics 365 for Field Services gives managers the ability to build geofences on a map then set alerts in Dynamics when assets leave or enter an area.

Request your free trial of EasyTerritory today