Overview

Connecting Esri ArcGIS with Microsoft Dynamics 365 and Microsoft Power Platform

GeoBusiness for Microsoft D365 is a leading Location Intelligence Platform that provides real-time mapping, visualization, and geo-analytics capabilities. Seamlessly integrated with Microsoft Dynamics 365 (D365), GeoBusiness enables organizations to monitor operations, share data, and create actionable insights through advanced Location Intelligence technology.

Key Features of GeoBusiness for Microsoft D365

1. Sales Team Optimization

The Sales Team Optimization workflow empowers sales teams by providing access to Microsoft D365 data through an intuitive map interface. While in the field, sales representatives can:

• Easily search for nearby locations to visit.
• Filter maps to identify prospects and clients.
• Get optimized directions from one location to the next.

This feature helps sales teams coordinate efforts more effectively and improve overall productivity.

2. Field Service Operations

The Field Service Operations workflow includes comprehensive solutions for Field Service Management, Field Delivery Management, and Asset Tracking and Analysis. Designed for organizations aiming to enhance communication between back-office teams and field staff, this solution helps:

• Reduce inefficiencies and increase the availability and accuracy of crucial information.
• Eliminate reliance on paper-based communication.

3. Field Service Management

Field Service Management allows companies to establish real-time workflows between Microsoft D365 and field operations. Key capabilities include:

• A drag-and-drop scheduler and multi-vehicle optimized route planning for scheduling GeoBusiness Field Cases.
• Custom data forms for field data collection, allowing technicians to update information in real time from their iOS or Android devices.

4. Asset Tracking and Analysis

GeoBusiness for Microsoft D365: Asset Tracking and Analysis (ATA) helps organizations improve operational efficiency throughout the asset life cycle. Features include:

• Full integration with existing asset management systems and inventory tracking.
• Streamlined communication across the organization from back office to field.

With customized data collection apps, dispatchers and customer service representatives gain new visibility into field activities and asset health. They can also easily schedule technician appointments using a drag-and-drop scheduler.

Your Microsoft D365 Data on a Map

The GeoBusiness Explorer is the core application interface for both Sales Team Optimization and Field Service Operations. During implementation, our team customizes the appearance and functionality of the GeoBusiness Explorer to meet your organization’s unique needs. It serves as a single source of truth, allowing team members in the back office and field to effortlessly explore and interact with Microsoft D365 data.