Auto Scheduling

Auto Scheduling helps users to create an optimized schedule to be followed on the field over a span of days by the concerned field professionals. The user can perform Auto scheduling on the required set of records (eg. clients) to create Appointments and optimized routes, with the considerations of existing appointments, the preferred days of working, different meeting durations, availability of the selected users etc. This feature will help user to create appointments and optimized routes based on shortest time in order to provide an effective plan, hence saving the time and increasing the field productivity.
Users can contact at [email protected] to get access of the feature and they will be provided with a Maplytics license with Auto Scheduling enabled into it.
The visibility of the option of ‘Auto scheduling’ into Mass Actions will be based on the Maplytics Security Template assigned to the user. Please refer to the section of ‘Maplytics Security Template’.
To perform Auto Scheduling user can go to the Mass Actions within the View Data grid. They can plot the Entity records on the map that are needed to be visited and open the ‘view data’ grid at the bottom to check the number of records plotted on the map and deselect the records that are not required.
Auto Scheduling can be performed on a maximum of 100 records plotted on the map.
After plotting the required records on the map, user can Go to Mass actions > Auto scheduling. This will consider all the records that are plotted on the map and will proceed to plan a schedule.
After plotting the required records to be scheduled for, user can Go to Mass actions > Auto scheduling. This will consider all the records that are plotted on the map and will proceed to the Auto Scheduling page.
​
Related Posts:
​Avoid last-minute chaos – Plan systematic appointments for field reps using Maplytics within Dynamics 365 CRM​
​Cancelled appointments – Field Reps can now Schedule Meetings on the go with Maplytics within Dynamics 365 CRM​
​Maps integration within Dynamics 365 CRM for Non profit Industry: Create schedule for fundraisers automatically!​
​Appointment planning for multiple field reps made easy with Advanced Auto scheduling within Dynamics 365 CRM / Power Apps​
​Create appointment, send email & many other quick actions on leads or accounts at your fingertips within Dynamics 365 CRM!​
​Bulk emails, Creating Activities, Export to Excel, and much more all through the map in 1-click within Dynamics 365 CRM!​
​Advanced Auto Scheduling feature within Dynamics 365 CRM for flexible Field Service Scheduling and Planning​
​Quickly adjust to change in schedule with flexible routing using maps within Dynamics 365 CRM​
​Meetings Cancelled or Postponed - Quickly catch-up with another client by plotting shortest travel distances for each pushpin within vicinity!​
​Improve Customer Service by quickly assigning calls to Sales or Service rep based on their Dynamics 365 CRM location!​
​Automate Route Planning for your Sales & Service field reps using Auto scheduling within Dynamics 365 CRM​
​Plan your Day with Maplytics Appointment Planner​
​Appointment Planning in Dynamics CRM​
​
​
Route to a record
Auto Scheduling Card
Last modified 1yr ago