Upcoming Events and Webinars

Join EasyTerritory throughout the year at one of our online webinars or meet with us in person at the industry-leading trade shows we attend! Our sales, support, and product team look forward to engaging with companies that struggle with territory management needs.

Microsoft Dynamics 365 + EasyTerritory Webinar Series

Starting in February, EasyTerritory is excited to present a three-part webinar series hosted by Rick McCutcheon, a Microsoft Dynamics 365 MVP and social selling expert.  Join Benton Belcher, EasyTerritory Co-founder and VP of Sales & Marketing, and Rick as they present fast-paced and engaging sessions on how territory mapping software and geospatial business intelligence can enhance your Microsoft Dynamics 365 deployment.

Webinar 1: Territory Management and Geospatial (Mapping) Strategies for Dynamics 365 for Sales

Date/Time: February 12, 2019 2:00-3:00 PM EST

Territory management within Dynamics 365 for Sales doesn’t have to be a cumbersome or complicated process. A good territory management process will lead to a huge return on investment (ROI) for a company. Join EasyTerritory in an engaging webinar to see how mapping and geospatial supports territory management and sales person productive within Dynamics 365 for Sales.

What you’ll learn:

  • Importance of Dynamics 365 Integration for sales territory management
  • Territory management strategies for mid-market and enterprise companies
    • Building territories with postal codes and other methods
    • Bulk territory updates in Dynamics 365
    • Automated lead assignment in Dynamics 365
  • How mapping leads, accounts, and opportunities enables your sales reps to be more productive
    • Sales call planning
    • Mobile maps
  • Integration with the Power Platform (Power BI and PowerApps)
If you missed the first webinar, it’s okay! You can view the full-length recording here:

Webinar 2: Capacity Planning Strategies for Dynamics 365 for Field Service

Date/Time: March 5, 2019 2:00-3:00 PM EST

We’re often asked how EasyTerritory fits into a Dynamics 365 for Field Service implementation. The answer is easy, EasyTerritory is a powerful tool that can help organizations perform service tech capacity planning using historic account and workorder data from your Dynamics 365.

What you’ll learn:

  • Importance of Dynamics 365 integration for service territory management
  • Demo of service tech capacity planning
  • Service territory management strategies
  • Service territory lookup and automated work order assign
  • Integration with the Power Platform (Power BI and PowerApps)

Webinar 3: Franchise Territory Mapping and Management for Dynamics 365 for Retail

Date/Time: April 2, 2019 2:00-3:00 PM EST

EasyTerritory’s very first customer was Five Guys Burgers and Fries. Five Guys needed a robust mapping application to help them build their franchise boundaries and overlay their store locations from Dynamics 365. The Five Guys implementation catapulted EasyTerritory to the company we are today. Join us to learn how we’ve helped many franchised companies build and manage their territories and areas of protection.

What you’ll learn:

  • Importance of Dynamics 365 integration for franchise boundary management
  • Franchise customer case study
  • Building territories and areas of protection on a map
  • Mapping store location data and providing robust analytics
  • Overlaying additional data, weather, demographics and more!

365 Saturday Tampa Franchise Territory Mapping and Management for Dynamics 365 for Retail

Date/Time: February 23, 2019 8:00 AM EST

Microsoft Corporation
5426 Bay Center Drive
Tampa, FL 33609
EasyTerritory is a proud sponsor of 365 Saturday Tampa! Join us and other Dynamics 365 professionals for a day of learning and collaborating Dynamics 365. Benton Belcher, VP of Sales and Marketing at EasyTerritory will be presenting and engaging session on territory management and geospatial strategies for Dynamics 365 for Sales and Field Service.