Map My Customers + Microsoft Dynamics
This integration is built to naturally sync critical customer data and activities back and forth
between Map My Customers and Dynamics.
Streamlining Field Use of Dynamics
With Map My Customers, your entire sales team can enjoy the fastest mobile CRM experience possible, while still utilizing the powerhouse that is Dynamics for backend reporting and data compliance. Our map-based interface and easy spatial filtering features enable sales reps to quickly be in the right place with the right customer at the right time – which means increased adoption and usage of Dynamics as well.
More Accurate Field Reporting
By way of Map My Customers, you'll be able to collect more field activities and notes than ever before into Dynamics. Additionally, with the use of auto visits in Map My Customers, reps will be able to automatically log verified customer visits and activities that get synced back to Dynamics without them having to spend time manually entering data. That means more time selling, and less time tending to CRM.
Opportunity & Territory Visualization
Breakdown your sales team's accounts strategically by visualizing/color-coding your accounts and contacts in Dynamics by industry segments, prospect vs. client, and more. Easily distribute leads from Dynamics to your sales reps based on geographic territories defined in Map My Customers.
Route Optimization &
Don't allow your sales people to be 'star sales reps' – zigzagging around town wasting fuel and precious prospecting time. Use Map My Customers in combination with Dynamics to enable your reps to plan ahead and visit more customers and prospects in less time.
One-Way vs. Two-Way Sync
Sync your customer data and updates back and forth between Map My Customers and Dynamics
choose to sync just your customer data and updates from CRM to Map My Customers.
What we Sync
Our Dynamics integration allows you to sync various tables, objects, and fields.
Included are: contacts, accounts, activities, custom fields, custom tables, and notes.
How To Get Started
Each integration process will vary depending on your specific business needs.
To learn more about integrating with Dynamics, set up a meeting with one of our sales integration specialists.