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Dynamic filters in Route Planning in Dynamics 365 for Sales

Route Planning is an Add-On in Microsoft Dynamics 365 for Sales, developed by Intech. It helps you plan your appointments on map by analyzing the Dynamics CRM data and plotting it across the routes.
Route Planning has been enhanced with dynamic filters. Dynamic filters help you select a specific account which we want to see in route planning. This filter will help you in saving much of your time by giving you optimized routes of selected accounts.
For example, it’s not possible to visit all the companies situated in Ahmedabad in a day. So, you can select a specific area for visits. Here’s when dynamics filter of Route Planning in Dynamics 365 for Sales comes to your rescue.

route planning_home 1

Steps to be followed:

Let us start with account/customer. For route planning, it is mandatory for an account to have latitude and longitude of the located address.
We have added territory field in account form as we have configured territory filter in route planning map. Here, Ahmedabad is the territory.

route planning territory field 2

Click on route planning and you’ll see the territories available in Dynamics 365 for Sales.

3-route planning option

Click on the territory (here, Ahmedabad) and now map is blank because user have to select Ahmedabad territory area from account sub grid.

route planning territory field 4

Here, you’ll see a sub grid of accounts. You can select an account which you want to add in Route Planning. Now, you will see only the filtered accounts of specific territory. Click on the associated sub grid button located on the right side of account sub grid.

5-associated sub grid

Click ‘Add existing account’ button. You will then see the accounts with Ahmedabad territory. It is a custom account filtered view. So, you can select any territory and you will get the accounts based in that territory only.

route planning-select account 6

You will see a filtered account view. Here, we have selected Ahmedabad as a territory so only the accounts in Ahmedabad territory will show up.

8-select account for route planning
7-select territory for route planning

Then allow Dynamics CRM to access you location.

9-allow location access

Once you allow access to your location, you will get optimized routes and distances to all the areas of the selected territory from your location. It will automatically optimize the route for the appropriate customer of the selected territory’s latitude and longitude recorded on Customer Card.
Optimized route means nearest location from your current location.

10-optimized route

You can see the address of customer in white box by clicking on Google Marker Pin.

11-google marker pin

You will also see a table, which shows Route location information. It is directly mapped with CRM customer. In this table,

  • A: Current location of sales person (Current User of CRM).
  • B: Nearest location from Current User’s Location i.e. A.
  • C: Nearest location from location B.
  • F: The destination of route planning which is marked as red color in map.

 

12-route table

 

Want to know more about Route Planning and its dynamic filters? Let’s get in touch.

Route Planning in Dynamics 365 for Sales

Route Planning is an Add-On in Microsoft Dynamics 365 for Sales. It helps you plan your appointments on map by analyzing the Dynamics CRM data and plotting it across the routes. With Route Planning, you can track leads, make a quick analysis, enhance your sales activities, and close deals quicker. This add-on is available for CRM web and Tablet client.
Route Planning is now available for mobile client too.

Appointment-wise

It is used for directions and route planning for Sales/ Marketing person who individually schedules appointment.

Route planning appointment wise
Following are the steps:
  1. Create an appointment in CRM for related customer.

 

create an appointment in route planning

 

  1. Go to Route Planning and select date for which you want to see route planning in Map. You will see Google Map Markers with optimized route (the nearest location from our current location) of appointments. It will automatically optimize Route for the appropriate appointments of the selected date from customer’s latitude and longitude Recorded on Account Card.

optimized route of appointments in route planning

  1. You will see the address of Customer in white box by Clicking on Google Marker Pin.

address of customer to be visited

  1. You will see a table, which is  directly mapped with CRM appointment and related customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM)
B – Nearest location from Current User’s Location i.e. A
C – Nearest location from location B.

route location information table

5. You will get a confirmation box for completing a particular appointment from table. When you click on green tick, it will ask you for Confirmation. If you select OK, the appointment will be completed and will automatically remove this location from the map.

Confirmation box

  1. Then, you will get a new optimized route in map.

new optimized route in route planning

  1. When you select EDIT from route information table, you will get the following screen. It will redirect to CRM appointment card and you can edit details on appointment.

edit appointment details of new optimized route

 

 

Customer Territory wise

It is used for directions and route planning for Sales/ Marketing person whose customer are in same territory.

Route planning territory wise view

Following are the steps:
  1. This is a sales person dashboard. Here, custom activity entity is used to assign territory to sales person.

sales person dashboard

  1.  Click to any one of given record and you might get route of specific territory customer. You will see Google Map marker with optimized route (nearest location from our current location) of selected territory’s customer. It will automatically optimize the route for an appropriate customer of the selected territory’s latitude and longitude Recorded on Customer Card.

optimized route of selected territory’s customer

  1. Click on Google Marker Pin and you will see the address of the customer in white box.

address of customer in route planning

  1. You will see a table, which is directly mapped with CRM customer, showing Route location information, where:

A – Current location of sales person (Current User of CRM).
B – Nearest location from Current User’s Location i.e. A.
C – Nearest location from location B.
F – Destination of route planning (marked with red color in map)

table of route location information

5. You will get a confirmation box to complete a particular customer’s appointment from table. When you click on a green tick, it will ask you if you have visited this customer already. Select OK and it will automatically create an appointment for appropriate customer. Appointment should be visible in CRM activity view with completed status.

visit confirmation box

6. You will see difference in customer information table. The green tick will change to a yellow one which means this route has already been visited by sales person.

completed appointment table

  1. You will get the following screen when you select EDIT from route information table. It will redirect to CRM sales order card. Order will be created with appropriate details taken from the customer. Product name will automatically be filled up according to the selected price list. You just have to add the desired quantity of the product. The purpose is to make order process simple and dynamic.

CRM sales order card

If you need help, please feel free to reach us.

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