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Maps & Territory Management for Dynamics 365 — A per-tenant Business Central AL extension that geocodes your accounts, contac — 1/1معاينة توضيحية

A per-tenant Business Central AL extension that geocodes your accounts,

contacts, and leads onto an interactive map, plans optimized multi-stop field routes, runs radius/proximity search, and lets managers draw and balance sales territories — built, installed, and supported by

ECOSIRE on your own environment.

ما هو Maps & Territory Management for Dynamics 365؟

A per-tenant Business Central AL extension that geocodes your accounts, contacts, and leads onto an interactive map, plans optimized multi-stop field routes, runs radius/proximity search, and lets managers draw and balance sales territories — built, installed, and supported by ECOSIRE on your own environment. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

الميزات الرئيسية

Geocoded plotting of customers, contacts, leads, and ship-to addresses on an interactive map embedded in Business Central via an AL control add-in
Optimized multi-stop route planning (traveling-salesman ordering) that hands reps a sequenced day plan with drive-time estimates
Radius and proximity search — find every account, opportunity, or service location within a given distance of a point or another record
Territory creation by drawing polygons or by postcode/region rules, with automatic assignment written back to customer and salesperson records
Territory balancing view comparing account count, pipeline value, and workload across reps so managers can rebalance fairly
Heat-map density analysis to spot under-served clusters and over-concentration of accounts
Mobile field check-in capturing rep location and visit timestamp against the customer card
Table extensions persisting latitude, longitude, geocode status, and territory code directly on standard BC tables
Job queue batch geocoding for back-catalog data plus automatic geocoding on address insert/modify via event subscribers
Configurable mapping gateway (Azure Maps default; Google Maps or Bing supported with your API keys) called from a secure HTTP codeunit
REST/OData v4 endpoints exposing map and territory data for Power BI dashboards and Dataverse / Power Platform flows
Dedicated permission sets so map, routing, and territory-admin capabilities are granted per role

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لا إعداد يدوي — تطبيق جاهز يبنيه ويثبّته ويدعمه ECOSIRE.

  1. 1

    تطلب

    ابدأ بسعر بناء لمرة واحدة. نحدّد النطاق معك عند الانطلاق.

  2. 2

    نبني ونثبّت

    يقوم ECOSIRE ببنائه وتهيئته وتثبيته على Dynamics 365 Business Central الخاص بك.

  3. 3

    الإطلاق + الدعم

    تنطلق خلال أسبوع عمل واحد تقريبًا، مع أسبوعين من الدعم بعد التشغيل. نصلح عيوب الكود الذي نسلّمه مجانًا.

عن هذا المنتج

Maps & Territory Management turns the customer, contact, and lead data already sitting in your Dynamics 365 Business Central tenant into a living map. Instead of exporting CSVs into a separate mapping tool, your field-sales and service managers see every account plotted by geocoded address, draw territories with their cursor, and hand reps a route-optimized day plan — all inside Business Central, under your existing permission sets.

This is not an instant AppSource download. ECOSIRE builds the extension to fit your data model, then installs it as a per-tenant extension on your Business Central environment (cloud SaaS or on-prem) and supports it afterward. Because it is built to order, we map it to your customer/contact tables, your salesperson/team dimensions, and your territory rules — not a generic schema.

How it is built (real AL). We ship table extensions to persist latitude/longitude and territory assignment on customer and contact records, page extensions and a control add-in to embed the interactive map, and event subscribers that geocode addresses on insert/modify. A job queue entry batch-geocodes your existing back-catalog and refreshes stale coordinates. Geocoding and routing run through a configurable mapping gateway (Azure Maps by default, or Google Maps / Bing if you hold the keys), called via secure HTTP from a codeunit. Map and territory data are exposed over the Business Central REST/OData v4 API so Power BI, Dataverse, and Power Platform flows can read them.

You get optimized multi-stop routing, radius and proximity search ("every open opportunity within 50 km"), heat-map density analysis, and mobile check-in for reps in the field. We deliver the source app, the AppSource-style .app package, permission sets, and documentation, then hand over knowledge so your team can own it.

ما تحصل عليه

  • The complete per-tenant Business Central extension installed on your environment (cloud SaaS or on-prem), including all table/page extensions, control add-in, codeunits, and job queue setup
  • The signed `.app` package plus the AL source project handed over to your team or partner
  • Configured mapping gateway integration (Azure Maps, Google Maps, or Bing) wired to your API keys, with the secure HTTP codeunit
  • Custom permission sets for map viewer, route planner, and territory administrator roles
  • Initial bulk geocoding of your existing customer/contact/lead back-catalog via the job queue
  • Setup, admin, and end-user documentation plus a live handover/training session for your team

لمن هذا

Field Sales Manager

Owns rep coverage and quota. Uses territory drawing and balancing to distribute accounts fairly by pipeline value and workload, and the heat map to spot under-served areas before they cost a deal.

Field Service / Dispatch Manager

Schedules on-site visits. Relies on optimized multi-stop routing and radius search to cut windshield time and slot the nearest available technician to each job.

Business Central Administrator / IT Lead

Responsible for the tenant. Cares that this ships as a clean per-tenant extension under managed permission sets, uses the job queue responsibly, and exposes data over the standard REST/OData API rather than hacking the base app.

كيف يقارن Maps & Territory Management for Dynamics 365.

المعيارECOSIREبناء مخصصمنافسDynamics 365 Business Central الأصلي
Interactive map of CRM data embedded inside Business Centralمتضمنةدعم جزئيمتضمنةغير متضمنة
Optimized multi-stop route planning for field repsمتضمنةدعم جزئيدعم جزئيغير متضمنة
Territory drawing and workload balancing across salespeopleمتضمنةدعم جزئيدعم جزئيغير متضمنة
Built to match your exact data model, territory rules, and dimensionsمتضمنةمتضمنةغير متضمنةغير متضمنة
Installed and supported on your tenant by the builderمتضمنةدعم جزئيغير متضمنةدعم جزئي
Clean per-tenant AL extension (no base-app modification)متضمنةدعم جزئيمتضمنةمتضمنة
Data exposed over REST/OData for Power BI and Power Platformمتضمنةدعم جزئيدعم جزئيمتضمنة
Ongoing rebuilds against twice-yearly BC major versionsمتضمنةغير متضمنةمتضمنةمتضمنة

الأسئلة المتداولة حول Maps & Territory Management

Is this an instant download from Microsoft AppSource?

No. This is a build-to-order extension. ECOSIRE builds it to match your Business Central data model, then installs it as a per-tenant extension on your own environment and supports it afterward. There is no self-service AppSource button — you get a tailored app and a real implementation, not a generic listing.

What is the typical delivery lead time?

Most builds are delivered in roughly one working week from a confirmed requirements call: scoping and your data review, AL development of the table/page extensions and control add-in, mapping-gateway integration, bulk geocoding of your back-catalog, UAT on a sandbox, then production install. The exact timeline depends on how custom your territory rules and data quality are; we confirm dates in writing before we start.

Do you support it and ship updates after go-live?

Yes. Because it is installed as a per-tenant extension, ECOSIRE provides ongoing support and rebuilds/redeploys the app against new Business Central major versions (the platform ships major updates twice a year). Support covers bug fixes, mapping-gateway changes, and small enhancements under an agreed plan; larger feature additions are scoped separately.

Which mapping provider does it use, and do I need my own keys?

By default we integrate Azure Maps, which fits naturally with a Microsoft stack. We can also wire Google Maps or Bing Maps if you prefer. Geocoding and routing call the provider over secure HTTP from a codeunit, so you supply (and own) the API keys and control the billing and usage on your provider account.

Will it work with Power BI and the Power Platform?

Yes. Map coordinates and territory assignments are written to standard Business Central tables and exposed over the REST/OData v4 API. That means Power BI can build geographic dashboards on the same data, and Dataverse / Power Automate flows can read territory and check-in data for downstream automation — no separate data silo.

طلب عرض سعر

Maps & Territory Management

A per-tenant Business Central AL extension that geocodes your accounts, contacts, and leads onto an interactive map, plans optimized multi-stop field routes, runs radius/proximity search, and lets managers draw and balance sales territories — built, installed, and supported by ECOSIRE on your own environment.

  • Geocoded plotting of customers, contacts, leads, and ship-to addresses on an interactive map embedded in Business Central via an AL control add-in
  • Optimized multi-stop route planning (traveling-salesman ordering) that hands reps a sequenced day plan with drive-time estimates
  • Radius and proximity search — find every account, opportunity, or service location within a given distance of a point or another record
  • Territory creation by drawing polygons or by postcode/region rules, with automatic assignment written back to customer and salesperson records

طلب عرض سعر

أخبرنا باحتياجاتك من Maps & Territory Management وسنرسل لك الأسعار وخيارات الترخيص وعرضًا مخصصًا، عادةً خلال يوم عمل واحد.

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