Introducing PowerGeoLog: Keeping your CRM System Safe and Sound
We're pleased to announce the release of PowerGeoLog, our latest PowerPack Add-On for Microsoft Dynamics CRM. PowerGeoLog allows users to add an additional layer of security to their Dynamics CRM system by tracking the IP addresses of logins. PowerGeoLog will track the location and IP address of user logins within CRM and alert users of new logins.
Organizations can set a radius so that users will be alerted if the next login is outside of the radius. The customizable email alert template allows organizations to personalize the emails with the information most important to their users and organization as well as brand them according to particular brand guidelines.
Users can view the logins in a view or on a map, as long as Bing Maps is enabled in your CRM. PowerMap subscribers are able to add the Geo Log entity to view the logins within PowerMap!
Want to try PowerGeoLog out for yourself? PowerGeoLog is only $1 per CRM user per month. Download the add-on today and start your free 30 day trial. And while you're at it, be sure to give any of our amazing PowerPacks a try. They are ALL available for the free 30-day trial. What are you waiting for?
PowerMap: Mobile CRM Mapping On the Go
Do users of your CRM system leave the office as part of their job? If so, you want them to be effective on the go and enable them to visualize data in the space around them. Maps are the tools that many of us use to navigate the world around us as they are a natural way to find where people and places are.
PowerMap is one of our more popular PowerPack Add-ons that many organizations choose as the mapping solution for their Dynamics CRM systems. If you've been wanting to take this mapping solution on the road, there's no better time than today!
Microsoft Dynamics CRM 2016 finalized the capability to display web resources in the updated CRM mobile app. Web resources can be added to both dashboards and forms, and PowerObjects has optimized the PowerMap solution to work even better with the CRM mobile app.
Let's take a look at two use cases:
1. In the event of a no-show or early resolution, a field service technician can now locate other customers in the area and use that opportunity to drop-in for an early inspection.
2. When visiting a new opportunity, a sales professional can check to see if there are other nearby accounts they have not touched base with in a while and even get helpful directions to one or more records displayed on the map.
PowerMap, when utilized on mobile devices like Microsoft Surface or Apple iPad, can enable your team do more while on the go.
What can PowerMap do?
You can configure your CRM system by placing a regional map on a dashboard pre-configured with the most relevant data available for fast consumption. You can also place a map directly on a specific CRM record like Account or Contact for a more record-centered map view.
Here is what this experience can look like on your mobile devices.
Above you can see PowerMap used on a dashboard displayed on both desktop and mobile home screens. These are identical experiences, driving user adoption via consistency of the CRM experience regardless of the access medium.
The PowerMap experience works well on any mobile device platform including Google, Apple, or Microsoft, all of which the Microsoft Dynamics CRM mobile app supports today.
Directions are a helpful feature to use on the go, allowing users to navigate between two or more map pins or type in the address of a desired location.
When PowerMap is used within a record, the web resource can easily be configured to display the map centered on the record's address. This allows users to quickly view other records surrounding the location as well as get directions within context to that record's location.
Here is what a child record (Contact) looks like within an Account record on mobile:
For CRM 2016 users, after adding the PowerMap web resource to the dashboard or form, open and enable it for Mobile as shown below:
Then, when adding or editing a web resource on a form or a dashboard, simply open Properties and chose again to enable it for mobile use as shown:
Want to learn more about Mobile and CRM? Check out our webinar on Why Go Mobile with Dynamics CRM 2016 on February 23. Find out how businesses can save time and money when enabling their teams do to more while on the go!
PowerMap: Sharing a Map View in Dynamics CRM
Imagine you've driven an hour to make a sales call and you land the sale in half the time you scheduled, great! You call your sales manager to share the good news and they ask you to make cold calls since you're already in the area. This is a great opportunity, but you weren't prepared to make cold calls and you're not even sure how many potential customers are in the area. Your sales manager says not to worry and in minutes has created a shared view of you area in PowerMap. You pull up the PowerMap URL on your tablet, open the view, add the contact entity, and begin making your cold calls.
PowerMap is a PowerObjects solution that uses Bing to map the addresses of your CRM records. The map is displayed in CRM or through a unique web URL so you can access maps on the go! You can then map one or all of the entities, change the pins for each entity, or even map directions.
In the scenario above, the sales manager took a few steps to share the view.
1. Open PowerMap in CRM and zoom into the salesperson's location until reaching the desired radius.
2. Select "Save current location", enter the location name, and Save.
3. After saving the map view, it will appear in the Map Locations found in the PowerPack navigation.
4. Open the location and press Share.
5. Select Add User/Team, then select the sales person, and press the Select button.
Sometimes by default the user has read-only privileges, you can chose not to add any other privileges if you wish and then press Share.
The user then has the ability to log in through the URL and can now see the shared view.
PowerMap: Locate Records in a Specific Area in Dynamics CRM
When traveling to visit customers and prospects, many people would like to make the best of their trip. That is why it is a common request for CRM to “find contacts nearby” my destination. PowerMap can do just that! PowerMap allows you to map groups of CRM contacts and get directions to one or more locations. In this blog we’ll show you how to use PowerMap to show contacts (or any record) within a radius of one location.
Before you start…
Make sure your records have addresses. If you don’t have an address, it will not show on the map.
Let's get started!
Navigate to your PowerMap in Microsoft Dynamics CRM using your navigation bar and select PowerMap.
You will now see the map. On the far right, select the chevron (arrow) to expand the configure pane.
Select the pin, Entity and View you want to map under the Legend category.
Select the Directions tab, enter in the zip code in A (Start) and B (End) Field then hit Enter on your keyboard.
It will show one pin on the map. Zoom out to the radius you want and you will see other records in the area.
VOILA! … Now…you can go on a business trip to see one account (record) and make use of your time to see other accounts in the area. Visit these other great blogs on PowerMap to discover more of its power!
How to Place PowerMap in a Dashboard in Dynamics CRM
If you're looking for a more visual representation of records in your Microsoft Dynamics CRM, PowerMap will be your new best friend. PowerMap lets users choose an entity in CRM, choose a view, and plots all of the individual records from that view on one map. Users can map more than one entity, and more than one view at a time, and can also save their PowerMap preferences, including map configurations, zoom levels and views.
Here are a few ways PowerMap can be used:
Supports any entity with an address field
Click on a pin on a map, and a summary of the record will display
Open a record directly from the map, by clicking on the name of the record in the summary view
Choose a separate pin for each entity or view you are mapping
Save map configurations so that you can come back to them later
Put PowerMap directly on a CRM form
Another awesome feature of PowerMap is that it can be added directly onto a dashboard for ease of use. The below steps will give you a walk-through of how to add this powerful add-on directly on your dashboard!
Once you have completed the install and configuration you are ready to place PowerMaps on your dashboard!
1. Within CRM 2013 click on the little house icon on the top ribbon. This will bring you to your homepage.
2. From the homepage, click on the +New button. This will bring you to the dashboard layout selector.
3. Here you will select the type of layout you want for your dashboard. We will use a 3-column regular dashboard.
4. Click Create. This brings you to the dashboard editor. Name your dashboard to your liking. In the squares below, you will notice in the middle there are 4 icons that represent 4 objects you can add to your dashboard:
Insert Web Resource
5. For the purpose of adding PowerMap to the dashboard, select Web Resource. This will bring you to the Add Web Resource page. Click on the magnifying glass and scroll down to Look Up More Records. This will bring you to the Look Up Record screen.
6. On the Look Up Record Screen, do the following:
Look in the WebResource Lookup View for HTML
7. Back on the Add Web Resource screen, click OK.
8. You can leave the values here as default.
9. All you have to do now is add any other dashboard components you wish to have on your dashboard, then click Save.
10. Refresh your browser then click on your dashboard view selector and select your dashboard you just created.
And there you have it. You have learned how to place PowerMap in a dashboard in Dynamics CRM!
If you like PowerMap and want to learn more, we have many more blogs on the PowerMap add-on that you can reference.
Mapping Appointments in Dynamics CRM with PowerMap
For the traveling salesperson, nothing is more exciting than a perpetual road trip in a convertible and a zeal for winning deals for their company. The top salesperson is always on the move, knowing who to meet and what to discuss during their appointments with potential clients. Picture this: on a typical day, this top sales person wants to know who all they are meeting, where they are going, and how they will get there. If they are using a CRM program, they will open all their appointments one by one, note down the address of all the contacts or leads they are supposed to meet, and put these addresses in Bing Maps to find directions.
This just seems like too much work, especially for our champion traveling salesperson. Why not just make things easier and more exciting for them?
This is where PowerMap comes into the picture. We already know that PowerMap maps common entities like accounts, contacts or leads in the form of pins, but why not take things a little further and also map appointments on a map, so that our salesperson could just look at all their appointments pinned on a map and also find driving directions from one appointment to another (and another, and another..) with just a click of a button? The best part is, they can do all this within CRM!
To achieve this, we need to set a few things up in the background.
Ensure that the lead entity (or whichever entity the appointments are regarding) is geocoded.
Add two fields on the appointment form: Latitude and Longitude.
Create a workflow that fetches the parent entity's (lead, in our example) latitude and longitude and puts them on the appointment.
Add the appointment entity to Entities to Map in PowerMap.
Now to really get started. First, we have to make sure that the lead entity is geocoded and that we have latitude/longitude information for addresses in lead records. Once that's done, go ahead and add two Floating Point Number fields on the appointment form. Call them Latitude and Longitude. Set Minimum Value of Latitude to -90.00000 and Maximum to 90.00000 with a precision of 5. Similarly, set Longitude from -180.00000 to 180.00000 with a precision of 5.
We are halfway there already!
Now create a workflow that gets the latitude/longitude from the "regarding" lead record. This workflow will trigger when an appointment is created.
Finally, go to PowerPack > Entities to Map and add Appointment to the list, and map the Latitude and Longitude fields to the appointment entity's Latitude and Longitude fields. Leave the "Geocode New and Updated Records" checkbox unchecked because we are not really entering address information on the appointment—our workflow will be pulling the geocode information for appointments.
That's it! Now if go to PowerMap, you will see Appointments listed there. Choose a convenient view for appointments and you will see those records pinned on the map. Click the directions icon on each of the appointments in the order in which you want to travel, and PowerMap will give you driving directions instantly!
Your sales team can look at their daily appointments on PowerMap, find driving directions, and also print them from within CRM if they'd like. Mapping appointments in Dynamics CRM with PowerMap is win-win for everyone!
Build a Sales and Marketing Roadshow with PowerMap in Dynamics CRM
Even in today's world with virtual meetings and technology to make us more connected, there's still huge value in getting out on the road and seeing prospects. This is especially true when you have a new product or service offering that you simply must show off in person.
But planning a roadshow means figuring out where to go, who to see, and how to make the most out of your team's time and travel budget. This might sound complicated, but remember: Dynamics CRM is the hub of your sales and marketing, so why not use it to get the show on the road? Our PowerMap add-on makes it easier than ever.
Let's think about a real-life example. Say you're an equipment manufacturer with a new accident prevention system for trucking companies and fleet owners. You need to show off this technology to your prospective customers, and a brochure or promo video just won't cut it—your prospects need to take it for a test drive. So, it's time for a roadshow.
Where to start?
Your fleet sales reps have geographic territories with accounts and contacts, but not all prospects are created equal. In other words, not every account needs an in-person visit. You want only those accounts that have the budget to buy and the timing is right. You also want to start in a specific metro area, so you want to line up visits in the Minneapolis/Saint Paul, Minnesota area. To leverage the data you have in CRM, you simply use PowerMap and an Advanced Find to find the key contacts that haven't bought this new product yet, and plot them on the map.
Use an advanced find in CRM for Leads, Contacts or Accounts to plot your PowerMap
To visualize where you have the most potential, you can also create a heat map:
We can see that there is good number of prospects to visit, and that they are all in the same general area. Keep in mind that PowerMap is an add-on inside your CRM, so you can create a list based on any demographics or activity information you have, and use either leads, contacts, accounts or any mix of entities. A regional show may have dozens of visits over weeks or longer, or you may want to canvas a densely-populated area in a single day. The point is, you're using the data you have to find and plot the best possible list. You and your team can plan and visualize a great roadshow program, all in CRM with this user-friendly add-on.
Once you set your list, you can also customize how the pins look for each target, and add details about that entity for easy reference.
Customize your map view and add details
So now you have a list of best targets for this roadshow. You and your team are excited to hit the road with your new product. Since you don't know if every single person is going to be ready and available for your visit, you can start reaching out to prospects to get them excited to see you. You can add these prospects to a marketing list for reaching out with a tool like PowerMailChimp for email marketing. This makes it easy to send out an email to those key contacts offering a first-hand view of your great new product. By tracking the responses in CRM, you can always know how your roadshow is shaping up and who might need a little more convincing to be open to a visit. You can also extend PowerZapEvent to register roadshow attendees and confirm dates and times.
Once your visits are set, PowerMap is your best friend again. Use it to generate driving directions that set you up for success. Just add or click your starting point and use the icons to add an account to your driving directions. You can even enter airport codes, intersections, or other landmarks to navigate quickly. Then save your view or print your maps to navigate like a local.
See your map with step-by-step directions, all in CRM
As you make your visits and showcase your new product to your optimized list, you're bound to win some new deals. Since you planned and executed your roadshow using PowerPack add-ons and CRM, you can build out a straightforward report to see your ROI. Take the number of prospects or leads, visits, travel expenses and new revenue to see how effective your roadshow was. You can also use this analysis to improve your next set of visits and increase your return on this sales and marketing tactic.
This is just one potential way PowerPack add-ons can fuel your marketing and sales efforts. If you're ready to get started with PowerMap in Dynamics CRM, you can start with a free, no-obligation trial.
Using the New Features of PowerMap 2013 for Dynamics CRM
The PowerMap add-on for Microsoft Dynamics CRM has some fun new tools for 2013, and we are bursting at the seams to introduce you to the fancy features. Come along as we walk you through a scenario that will help acquaint you with the new and improved PowerMap 2013!
Let's say you're a sales rep in Saint Paul, MN and you are looking to reach out to your active accounts in your CRM. You want to provide some great customer follow-up by providing a little face-to-face contact, promotional items, and a list of your current services and specials you are running.
First, let's take a look at the current active accounts in PowerMap in your area. Start by zooming PowerMap into your state.
On the right side of the screen, there is a vertical tab labeled Configure. Pop that open by clicking on it. You can establish your PowerMap criteria by selecting your entity from the drop down menu. Choose between the entities that you chose PowerMap to keep track of. It could be your leads, contacts, accounts, and so on. In this case, we're going to select Accounts.
If you click on the red pin symbol next to the accounts selection, a drop-down menu will appear where you can choose how you want your accounts displayed. Let's choose the new Heat Map option at the bottom of the list to indicate which area by to your office has the most active leads!
To the right of the Accounts drop-down should be another drop-down menu. This is where you can specify accounts, contacts, leads, or whatever else you are interesting in mapping. In this case, let's choose Active Accounts.
As you can see here, the map has populated two major heat bubbles! The more active accounts in one area, the brighter the heat bubble will become. It looks here that you can hit more active accounts if you make your way over to Minneapolis.
Before heading over the river to Minneapolis, let's add the Saint Paul and Minneapolis clients to marketing lists. Start by switching the heat map back to a normal pin by clicking the heat icon next to Accounts in the Configure pane under Legend.
Once you have made the change, click on one of the client's pins. The box that pops up will allow you to get a snapshot of information on your customer, such as business contact name, address, and phone number. You can also click on the business name to access that record in CRM.
On the bottom of the pop up, you will notice four bubbles. The first (starting on the left) is for step-by-step directions, which we will demonstrate next. The second is email, to be used when wanting to reach out to clients in a specific area. Third you can assign records--if territories change, you can use PowerMap to easily identify and modify who is assigned to who. Finally is the marketing list bubble, which can help organize clients by location to help with regional marketing strategies.
Step-by-step directions help make your client endeavor more convenient. Instead of popping between CRM and web browser, everything can be mapped within CRM! Start by clicking on the client's pin that you want to visit first and selecting the yellow directions button in the pop-up window. In the Configure pane on the right hand side of your screen, you will notice that it has populated that client's address. This allows you to either manually enter an address or choose another pin on your PowerMap to continue your journey. You can add as many destinations you want. Just continue clicking on pins or entering your addresses in manually. When you are finished creating your route, use the print button between the entered addresses and the step-by-step directions. This will allow you to take your customized route with you!
So there you have it! PowerMap has now become your one stop shop to help get a visualization of which clients are in what areas, what the best route to travel to your clients will be, how to email clients in a specific area, how to re-assign or assign clients in a certain region, and how to make marketing lists with customers, leads, or accounts by area. What more could you ask for?
Happy mapping and CRM'ing!
Even Santa Claus Uses PowerPack
We all know the world is changing. Here at PowerObjects, that has become more evident than ever with our latest client… Santa Claus! Even jolly ol' Saint Nick has started to leverage technology to keep up with the ever-changing demands of our world. Over the last several months, PowerObjects has helped Santa Claus use Microsoft Dynamics CRM and PowerPack add-ons to streamline his tasks, optimize his time, and identify who falls on the BB&G (bad boys and girls) list, all while helping him deliver billions of toys in just one night!
By leveraging Microsoft Dynamics CRM and PowerScore, Santa Claus can now quickly capture and identify the good children while filtering out the naughty children. By setting up rules in CRM to increase children's scores based on good behaviors—and decrease scores for those acting not-so-nice—Santa can easily build his BB&G list.
On top of scoring children's behaviors, PowerScore allows Santa Claus to age the children's scores. A kid's score from last year should not affect which list they make it on this year. Pretty slick process to automate and identify the BB&G list, if you ask me!
Santa Claus didn't stop there. We also helped him set up a Microsoft Dynamics CRM workflow to notify the children that are on the BB&G list. A newsletter went out to all of the naughty children, full of tips and tricks on how to get off the naughty list. By leveraging CRM workflows and PowerMailChimp, Santa Claus is able to nurture the naughty kids into good kids. And this is all through a fully automated process!
As I am sure you can imagine, Santa Claus' website is busier than ever this time of year, and the North Pole Elves are carefully monitoring the website activity with PowerWebTraffic. Elves can tell which kids have been on the site and what they are most interested in. This also gives the Elves better insight into what toys are in high demand this holiday season. Currently the Xbox One is very popular! (I know I'm hoping for one…)
Of course, children request millions of toys every day, and a kid's mind is never made up. While Santa often responds to these requests in person during the months of November and December, the demand can become overwhelming at times. So PowerObjects helped Santa set up a PowerWebForm which allows children to log present requests online when Santa's demand is too high for a mall visit. Children simply need to jump onto the North Pole website and fill out the Santa Claus present request form, with their new or updated requests. The web form is then submitted back into the North Pole's CRM system and updates the child's key information and present requests. This has been a huge time saver for Santa Claus as well as his Elves.
This Christmas Eve will be the first year Santa Claus will be able to leverage geo-coded addresses. This is done by using PowerMap add-on, which finds the addresses of each child's record and plots them on a map. Santa Claus will be able to see all of the kids' geospatial locations on a Bing Map, while plotting out his many different CRM lists with different colored pins. Looking at the BB&G list on a heat map is very telling!
Also, in case of a winter storm, PowerMap will equip Santa with directions from location to location.
PowerObjects, Microsoft Dynamics CRM, and the PowerPack add-ons have allowed Santa Claus to be more efficient this year. One thing is for sure as we get closer to December 25th: Santa Claus is segmenting his list and checking it only once!
PowerMap: Plot Multiple Views of One Entity on a Single Map
Visual representation is the most interesting way to look at data, and what can be more appealing than looking at colorful pins on a map! The latest version of the Dynamics CRM mapping add-on, PowerMap, can be used in several ways that can provide a visual of how your organization is performing.
Suppose you want to see where your existing customers are spread, where your highest potential lies and whether there is a pattern. To do this, you'll be looking at Accounts (existing customers) and Leads (potential customers). Within Leads you can use different pins for Hot Leads, Warm Leads and Cold Leads, based on views that you create for the purpose of the map.
Here's how it works:
These views can be created in the lead entity by doing an advanced find and using a filtering criteria. Use Status = Open and Rating = Hot as your criteria and save it as a view named Hot Leads. Then repeat this for Warm Leads and Cold Leads.
Navigating back to PowerMap, click on the inline configuration pane. In the Legend section, choose Accounts as your entity and Active Accounts as your view. Similarly, choose Leads but with 3 different views — Hot, Warm and Cold leads, selecting different pins for each. (To get the list of available pins, click on the default pin that appears when selecting an entity.)
Now click on the – and + buttons on the map to zoom to the desired level. You can also use the Automatic options.
Below is the outcome of all this hard work.
You can see in this example that although most of the accounts are from the Midwest and East, the hot and warm leads are concentrated in the West. Perhaps this indicates that my campaigns in that region have made an impact and the business has good potential there. That's great information—all from a PowerMap!
To save yourself the trouble of re-creating the legend the next time you want to see this map definition, you can save the map definition.
Now you can just click on this definition on the configuration pane next time and also be able to share it with others.
There you go--PowerMap makes it easy to plot multiple views of one entity!
PowerMap: Adding and Deleting Pin Graphics for Maps in CRM
PowerMap is a useful Microsoft Dynamics CRM mapping tool. But have you ever wondered if you could change the default map icons and use something fancier, more colorful or more apt? If so, this add-on will totally cater to your whims!
Note: You will need to have a system administrator security role or have the required permissions granted for making these changes.
The standard pins that come with PowerMap look like this:
While I like what is there, maybe I would like to see flag pins on my map. So I chose four brightly colored flags and saved it on my system. Then I went about adding it to CRM.
First, I navigated to Settings > Solutions and created a new solution.
In the Publisher lookup on the form, I created a new publisher with 'pomap' as the prefix.
Then I added one of my chosen pin images as a Web Resource within this solution with /Pins/ before its name.
I added 4 pins in this manner. Now, in my PowerMap configuration window, I can see these with the rest of the out of the box pins.
You can also delete the pins you do not want to see anymore by going to Web Resources within the solution, selecting the pin and clicking on the Delete button in the ribbon. Be a bit careful, though. A pin you delete is no longer available to anyone, and someone might be using it for one of their maps.
There you go—you now know how to add or delete pin graphics for maps in CRM. You're a PowerMap pro!
PowerMap, a Mapping Add-on for Dynamics CRM, Has Been Enhanced!
The PowerMap add-on is one of many awesome PowerPack add-ons that enhance the functionality of Microsoft Dynamics CRM. PowerMap allows CRM users to plot any view of any Dynamics CRM entity (yes, even custom entitles) on a single map.
With this greatly enhanced mapping add-on for Dynamics CRM, users can now map more than one entity, or more than one view of an entity on a map at the same time. Each user can save their own map configurations, and their own map locations, including position and zoom level. So, for example, let's say I'm traveling in Minneapolis, MN this week, and I want to see what active accounts I have on Minneapolis. Once I map that view, I can save it, and, if I want additional information about a specific account, I can select a pin, and additional information about that record will display in a bubble above that record. To open that CRM record, I click on the name of the account.
Users can also put a PowerMap on a CRM record, and see where that record is located in relation to other records in the CRM. For example, a PowerMap could be placed on an account form, and see where that account is, in relation to other active accounts.
PowerMap is available for a free 30 day trial, which can be downloaded from the PowerMap web page.