Saving and earning money at the same time might seem impossible, right? But it’s not!
The number one challenge for any company with an on-field sales team is the amount of money and time lost due to sales reps not knowing the shortest routes or traffic conditions. This issue can be resolved with a single feature: Shortest Path First (SPF).
In this blog, we will demonstrate how you can enable this feature in your Dynamics CRM map integration and how your sales reps can use it effectively.
For demonstration purposes, we’ve used MappyField 365, but you can explore Microsoft AppSource to find a suitable Dynamics 365 map integration.
Follow these steps to enable SPF and manage routes:
1. Enable the Optimize Route option
2. Plot the records and define the routes
3. Set routes based on SPF
4. Save and manage the routes
Step 1: Navigate to MappyField 365 After logging into Dynamics 365, click on “MappyField 365” from the Dynamics 365 Apps dashboard.
Step 2: Enable SPF (Shortest path first) from the configuration Navigate to Settings → Solution → MappyField 365 → Setup and enable the “Optimize Route” option.
This will enable the “Shortest Path First” feature in MappyField 365, allowing you to find the most efficient route for your journey.
Step 3: Redirect to Map and define route on the map
Define the ‘Routes’ by selecting the required records based on the Origin and Destination. Alternatively, you can define the Route by entering the place name under the ‘Routes’ tab.
Click the “Go” button after plotting the route to display the shortest path on the map.
Before ‘Optimize Route’ (SPF) option is enabled:
After ‘Optimize Route’ (SPF) option is enabled:
Step 4: Save and assign the Route to the user/team
To save the selected route, go to the “Routes” menu and click the save icon.
This will open a popup with options to save the route. You will need to enter a name for the route, assign it to the user/team, and specify a date and priority for the route. This way, you are not only sending the route details but also communicating the date and priority of the meeting/task directly to the user.
After entering the details, click the ‘Save’ button to save the routes.
To view the saved routes, navigate to “View Saved Routes.” Clicking on “View Saved Routes” will display the detailed slider on the right.
From here, you can view the routes assigned to the user/team and check the details of those routes. You can also delete any unwanted routes.
Users can check their assigned routes on the default MappyField 365 dashboard under the ‘Reporting Dashboard,’ where the priority of each route is also displayed.
This approach will help save time, reduce costs, and minimize redundant communication.
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