What If Your CRM Map Could Answer You on Mobile?
Scrolling through tables and tapping endless filters on your phone to find nearby customers is tedious when you're in the field. CRM data without maps slows you down while on the go. You can now avail MapCopilot, the AI-powered assistant built into Maplytics for Microsoft Dynamics 365 and Dataverse, at your fingertips! Designed impeccably for real-world and on-the-go decision-making. Previously, we saw how MapCopilot operates on desktops and laptops. https://www.youtube.com/watch?v=HeWfOZQq8-0 Here’s a look at its Mobile functionality. MapCopilot brings AI-driven maps directly to your mobile screen as well, letting you interact with your CRM using simple, natural language questions as prompts. Just ask- • “Find accounts near me” • “Show leads within a 5-mile radius” • “Group customers by industry” • “Optimize routes for today’s visits” • “Locate nearby fuel stations, cafés, or airports” No complex filters. No switching apps. Just instant, location-aware insights right when you need them. For sales teams, field reps, and managers working in motion in a competitive environment, maps on mobile have become essential. With MapCopilot on Mobile, you can: • Instantly see nearby customers on a live map • Visualize CRM data clearly on a small screen • Plan efficient routes in seconds from wherever you are • Find points of interest without leaving your CRM • Make smarter decisions wherever work takes you MapCopilot runs natively inside the Dynamics 365 Mobile App, keeping your CRM data secure, real-time, and permission-aware, with no external apps and no learning curve. In this video, you’ll see MapCopilot in action on a Mobile: 0:14 – 0:22 Opening MapCopilot on Mobile Maps 0:29 – 0:38 Optimized Routing 0:39 – 0:43 POI Location Search 0:44 – 0:51 Radius or Proximity Search 0:52- 1:02 Records Categorization MapCopilot on Mobile- because when works on the move, your CRM intelligence should move with you. Maplytics by Inogic is accredited with the ‘Certified software’ badge within the Geolocation category on Microsoft Marketplace. It seamlessly integrates maps with all the modules of Microsoft Dynamics 365, Dataverse, Power Pages, and Power Apps, and enriches the value derived from the data based on geographical factors. For a detailed demonstration, refer to the video link below - https://www.youtube.com/watch?v=hZ8ieldTNQ4 Some of the most in-demand features of Maplytics include – 1. Radius/ Proximity Search - to search and plot client records within the vicinity. 2. Appointment Planning - planning of the work calendar, 3. Route Optimization - planned travel routes for reduced traveling hours and expenses, 4. Real-Time Tracking - instantaneous tracking for updates, 5. Territory Management - for productive sales in balanced territories. You can explore all these features in detail through our dedicated tutorials in the series #KnowYourMaplytics https://www.youtube.com/watch?v=RNj-a1ni1pc&list=PLZ3oUvoMEciCeI_mva01v1ruNvo7A-XQ9 Maplytics integrates maps effortlessly with the Dynamics 365 mobile app and can be used on a desktop, laptop, tablet, and mobile in 10+ global languages. For more information on Maplytics, check out the links below, download a free trial, or connect with us for a free personalized demo. Maplytics Links: Website: http://www.maplytics.com/ Twitter: https://x.com/maplytics Facebook: https://www.facebook.com/maplytics/ Microsoft AppSource: http://bit.ly/2jbrOnA Online Help Manual: https://docs.maplytics.com/ Inogic Links: Website: http://www.inogic.com LinkedIn: http://bit.ly/2kAfTA2 Twitter: https://x.com/inogic Facebook: https://www.facebook.com/inogicindia/ Instagram: https://www.instagram.com/inogicindia/?hl=en #mapcopilot #dynamics365 #MSDyn365 #D365 #locationintelligence #AI #artificialintelligence #copilot #MobileMarketing #FieldManagement
Imagine asking your CRM map questions directly from your phone 🤯
That’s where mobile CRM seems to be heading — smarter, faster decisions on the go.
Demo here 👇
🎥 www.youtube.com/watch
#AIinCRM #MindMapping #GeoIntelligence #MobileCRM