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

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.

什么是 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.

核心功能

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

按需定制,全程代劳

无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。

  1. 1

    您下单

    以一次性构建价格开始。我们在启动时与您共同确定范围。

  2. 2

    我们构建与安装

    ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。

  3. 3

    上线 + 支持

    约一个工作周内上线,并包含两周上线支持。我们交付的代码中的缺陷免费修复。

关于此产品

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.

你得到什么

  • 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

这是给谁的

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 如何比较

标准伊科西尔定制建造竞争对手Dynamics 365 Business Central 原生
Interactive map of CRM data embedded inside Business Central包含部分支持包含不包括在内
Optimized multi-stop route planning for field reps包含部分支持部分支持不包括在内
Territory drawing and workload balancing across salespeople包含部分支持部分支持不包括在内
Built to match your exact data model, territory rules, and dimensions包含包含不包括在内不包括在内
Installed and supported on your tenant by the builder包含部分支持不包括在内部分支持
Clean per-tenant AL extension (no base-app modification)包含部分支持包含包含
Data exposed over REST/OData for Power BI and Power Platform包含部分支持部分支持包含
Ongoing rebuilds against twice-yearly BC major versions包含不包括在内包含包含

关于Maps & Territory Management的常见问题

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.

申请报价

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

申请报价

告诉我们您对 Maps & Territory Management 的需求,我们将发送价格、许可选项和量身定制的方案,通常在一个工作日内。

现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。