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.
It is used for directions and route planning for Sales/ Marketing person who individually schedules appointment.
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.
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.
It is used for directions and route planning for Sales/ Marketing person whose customer are in same territory.
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)
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.
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.
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