In today’s fast-paced business world, decision-makers need more than just charts and tables — they need location-aware insights that are visual, contextual, and actionable. While traditional Dynamics 365 CRM dashboards display data in lists and graphs, they often miss the spatial perspective that’s critical for sales, service, and territory planning.
That’s where Maplytics a geo-analytical solution for Dynamics 365, comes in. By embedding interactive map-based dashboards, Maplytics empowers teams to visualize CRM data geographically — making it easier to spot trends, manage territories, and act faster with precision.
Why Maplytics Dashboard Matters?
Traditional dashboards only show numbers — but Geo‑Analytical Dashboards powered by Maplytics in Dynamics 365 turn your CRM data into location intelligence you can act on.
Here’s how Maplytics dashboards elevate your CRM:
- Visualize CRM Records on Maps : Plot & visualize key CRM entities like leads, opportunities, accounts, and service calls directly on Azure Maps embedded right within Dynamics 365
- Spot Trends by Region or Zip Code : Identify patterns and performance across territories, regions, or postal codes – all at a glance
- Analyze Without Switching Tools : Work within the same CRM interface – no need to export data or rely on third-party mapping tools.
- Customize with Heat Maps, Data Grids & Summary Cards : Build interactive dashboards that are not only visually compelling but also actionable — perfect for both high-level strategy and day-to-day execution.
From Pre-Built to Customized Dashboards
Maplytics includes pre-defined dashboards tailored for sales and service roles, but flexibility is the real power:
- Choose from multiple templates shipped with the app, or create your own to match business metrics like revenue, appointments, or service orders.
- Use FetchXML queries to filter and display exactly the data you care about—for example, high-value accounts or overdue service cases
- With attribute mapping in dashboard setup, you can visualize CRM categories, include summary cards, and apply heat map configurations for numeric fields like revenue or lead count
At runtime, each dashboard can display donut charts by category, heat maps by density, or route overviews, thus creating dynamic storytelling with CRM data.
Dashboard Components That Drive Insight
Heat Map Views
Choose density-based visualization (e.g., number of leads per region) or numeric value gradients (e.g., total sales revenue of different regions). Maplytics supports boundary-based heat maps (like postal codes, territories) and summary card overlays with pie or column charts. For instance, a sales dashboard might highlight low-revenue geographies using darker gradients and display a pie chart summarizing revenue brackets.
Detail Maps & Routing
Switch to a detail map view to see individual pins plotted by category. Managers can trigger route planning directly from the dashboard (up to 25 waypoints). This helps field teams visualize planned visits and adjust the schedule dynamically.
Data Grid & List Control
Accompanying the map is a synchronized data grid or list pane that shows records behind the pins. This lets users select prioritized accounts and perform mass actions (e.g., assign territories, create tasks, send notifications)—without leaving the dashboard view.
Interactive Summary Elements
Hovering over regions in a heat map or clicking on pins reveals summary cards—configurable with key metrics like annual revenue, opportunity count, or priority status—in a pop-up tooltip for instant context
Real-Time At-a-Glance Insights for Faster Decisions
Maplytics Dashboards update dynamically as CRM data changes, so managers always see the latest:
- Visualize current sales pipeline health by territory and view live opportunity counts per region.
- Monitor territory performance and coverage density with built-in dashboards or scheduled auto-refresh.
- Track service case distribution and field activities spatially.
- Analyze route efficiency using dashboard route summaries for logged-in field reps.
This continuous insight loop eliminates the lag between report and reaction, giving CRM users role-based visual power directly inside Dynamics 365
Setting Up a Geo-Analytical Dashboard
It is very easy to build your dashboard in Maplytics. Find detailed steps here. These dashboards enable faster planning, smarter outreach, and more consistent strategy execution across teams.
In today’s data-rich organizations, insight without location context limits effectiveness. Maplytics Dashboards in Dynamics 365 bring spatial intelligence to CRM reporting, turning rows and columns into geographic insights that guide smarter decisions.
Whether managing territories, optimizing field routes, or uncovering revenue blind spots, geo‑analytical dashboards empower your entire team to act with clarity, speed, and context.
What’s More?
Maplytics is like water that can be moulded into any shape. It makes Bing Maps and Azure Maps integration within Dynamics 365 look seamless. Radius Search, Route Mapping, and more have become super easy to use. To get more acquainted and experience it first-hand, one can write to crm@inogic.com. To investigate the product further with a personalized demo within Microsoft Dynamics 365 CRM / Dataverse, get in touch with the team. For applied knowledge, visit our Website or Microsoft AppSource. One can hop onto the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. You can check out our technical tutorial video series #KnowYourMaplytics here, and for fun Tips & Tricks about Maplytics, have a look at our series #ProAtMaplytics here. Technical docs for the working of Maplytics are also available for reference.
You can also leave us a review or write about your experience on AppSource or the G2 Website.
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