Maps & Territory Management for Dynamics 365

主な機能

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

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Dynamics 365 Business Central 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

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.

得られるもの

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

これは誰のためのものですか

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.

Maps & Territory Management for Dynamics 365 の比較方法

基準	エコシエール	カスタムビルド	競合他社
Interactive map of CRM data embedded inside Business Central	付属	部分的なサポート	付属
Optimized multi-stop route planning for field reps	付属	部分的なサポート	部分的なサポート
Territory drawing and workload balancing across salespeople	付属	部分的なサポート	部分的なサポート
Built to match your exact data model, territory rules, and dimensions	付属	付属	含まれていない
Installed and supported on your tenant by the builder	付属	部分的なサポート	含まれていない
Clean per-tenant AL extension (no base-app modification)	付属	部分的なサポート	付属
Data exposed over REST/OData for Power BI and Power Platform	付属	部分的なサポート	部分的なサポート
Ongoing rebuilds against twice-yearly BC major versions	付属	含まれていない	付属

Maps & Territory Management for Dynamics 365 に関するよくある質問

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 3 to 5 weeks 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.