Every business is unique and Maplytics caters to all user personas of Sales, Marketing and Managers providing them with analytical Power of Maps from within your Dynamics CRM on-premises or online.
To map your requirements with Maplytics you need to configure the default values best suited for your business need.
How to Configure Default Values:
To change these go to Settingsà Configuration Details
Note – Only users in the Maplytics Team with the Maplytics admin role will be able to see and edit this option.
Click on Maplytics from Product Name list:
Configuration Screen is as shown below
Here you can set Default values:
Distance Unit: unit in which you want to calculate distance.
Map Mode: You can set the default Map mode for the map, i.e Road View or Aerial view.
Summary Grouping: Here you can set the Summary Grouping options. i.e whether you want to group by City, State, County, Country. These details are used in Heat Map.
Proxy Settings: If you access internet through a proxy server, you should set the proxy url from here.
Need to find a Starbucks or hotel while planning your meetings. Use the Maplytics Proximity Search from within your Dynamics CRM to plan your meetings in a better way.
There's much more, for more Dynamics CRM Tips and Tricks head on to Inogic Blog. If you have any questions on Dynamics CRM or need any help in implementation, customization, upgradation of Dynamics CRM or are looking to get more out of your CRM, feel free to reach us at crm@inogic.com today!
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