Territory Management and Mobile Mapping with Dynamics 365 and Power BI – An EasyTerritory Customer Success with Morton Buildings
Description
Join EasyTerritory’s Benton Belcher and David Balkema, Corporate Customer Service Manager for Morton Buildings, to hear about a real-world implementation of the EasyTerritory platform at Morton. Benton and David will cover how EasyTerritory is used for territory analysis and boundary management, mobile maps for reps, and building immersive territory map dashboards in Power BI. This session will also cover Morton Building’s integration of EasyTerritory to perform territory analysis and bulk updates in Dynamics 365. Additionally, they'll highlight Morton’s recent rollout of the EasyMap PCF control (Power App) for empowering sales and service reps in the field with mobile maps. The session will wrap up with a look at the new EasyTerritory Power BI Territory Visual and how it's used to create engaging executive dashboards.