Maplytics
  • Maplytics
  • What's New
  • Installation
    • Install from Microsoft AppSource
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
    • Install from Maplytics Website
      • Support for Dynamics 365
      • Support for Dataverse(CDS)
        • Access Maplytics in PowerApps
          • Multi-language Map
  • Getting Started
    • License Activation
    • Configuration
    • Add Users to Team
  • Upgrade
    • Upgrade from Microsoft AppSource
      • For Dynamics 365
      • For Dataverse
    • Upgrade from Maplytics Website
      • For Dynamics 365
      • For Dataverse
  • Prerequisites
  • Personalization
    • General
    • Advanced Settings
    • Auto-Scheduling
    • Real-Time Tracking
    • Apply to all
    • Setup Entity Map
      • General
      • Attribute Mapping
      • Tooltip Mapping
      • Category Configuration
      • Configuration
      • Advanced Settings
      • Refresh Entity Maps
    • Maplytics Security Template
    • Maplytics on Tablet / Mobile
    • Setup Dashboard Details
    • Update the Plug-in Assembly Registration
  • Features
    • Language Support
    • Maplytics Configuration (Personalization)
    • Maplytics Security Template
    • Individual Record Map
      • Steps To Add the Map To Other Entity Forms
    • Area of Service
      • Add Area of Service tab
      • Create an Area of Service field
      • View Area of Service data on a map
      • Using Map button
      • Adding Detail map on form
      • Advanced Area Of Service
      • Attribute Mapping of Service Area
      • Working of Area Of Service
    • Plot records on map
      • Detail Map
      • Plot
      • By Location
      • By Region
      • By Drawing
        • By File within By Drawing
      • By Territory
      • By Template
        • Default Template
      • Plot From File
      • Search Record
      • Lasso Tool
      • Cluster Map
        • Cluster Area
        • Spider Cluster
      • Category
        • Multiple Categorization for Multiple Entitles
        • Multiple Categorization for Single Entity
      • Set colors and shapes for pushpins
        • Set pushpins from map
          • Set pushpins for views
          • Set pushpin for categories
          • Configure pushpins in Entity map for new category
            • Category configuration for users
            • Category configuration for admins
      • Data Grid in Detail Map
        • Highlight Pushpins
        • Mass Actions
      • Tooltip Card
        • Quick Call to Action Buttons
      • Reset Map
      • Summary Card
      • Layer Menu
        • Show/Hide Labels
        • Show/Hide Territory List
      • Download map
      • Contextual Menu
    • Multi-Address Plotting
    • Point of Interest (POI) Locations
    • Proximity Search
      • Proximity by Distance
    • Overlay
      • Overlay by Territory
      • Overlay by File
      • Save Shape/Excel file in territory
        • Save Shape File
        • Save Excel File
      • Convert Overlay to Territory
    • Overlay by ArcGIS Online
    • Census data Visualization
    • Shape Operations
    • Territory Management
      • By File
      • By Proximity
      • By Region
      • By Drawing
      • By Territory
      • By Overlay
      • By ArcGIS
      • Layer Menu
      • Territory Alignment Tool
      • Create New Territory
      • Auto Territory Creation
        • Assign Territories to Record
        • Register to Windows Service
      • Draft Territories
      • Create Territory on One Click
        • By Shape File
        • By Excel File
      • Alignment of Existing Territories
        • Move To
        • Copy To
        • Edit Existing Territory
      • Shape Operations in Territory Management
    • Defining Geographies for Sales Territory with Maplytics
    • Hierarchal Territories
    • Bulk Geographies by Uploading an Excel File
    • Multiple Territories Assigned to a Record
    • Detail Map on CRM Dashboard
    • Saved Template Visualization on CRM Entity Form
    • Routing Optimization
      • Directions Card
        • Truck Route
      • Optimize Direction
      • Unified view for Route and Records
      • Default Origin and Destination
      • Snap Waypoint
      • Along the Route
      • Route Redirect and Copy Route Links
        • Redirect with Google Maps
        • Redirect with Waze
      • Redirect with Apple Maps
      • Print Route
      • Proposed and Actual Route Tracking
    • Route to a record
    • Auto Scheduling
      • Auto Scheduling Card
      • Advanced Preferences
        • User Details
        • Meeting Details
        • Existing Meetings
      • Calendar Navigation Buttons
      • Create Activities
      • Configuration Details for Auto Scheduling
      • Characteristic Based Scheduling
    • Check-In/Check-Out
      • Configuration
      • View Related Check-In/Check-Out Records
      • Check-Out
      • Default Radius
      • Geofencing
        • Enable Notes on Check-In and Check-out
        • Pending Check-In/Check-Out Requests
      • Creating Check-In/Check-Out Records
        • Adding Notes while checking-in/out
        • Creating Pending Check-In/Check-Out requests
      • Visualize Check-In/Check-Out Records on Detail Map
        • Analyze Check-In/Check-Out Records
          • Visualizing Related Records
          • Visualize Pending Check-in/out requests
      • Visualizing Related Records
        • Visualizing Related Record (Appointments/Accounts, etc.) for Check-In/Check-Out records
        • Visualizing related Check-in/Check-Out records for plotted records (Appointments, Accounts, etc.)
      • Visualize Pending Check-in/out requests
        • Approve/Reject pending Check-In/Check-Out records
    • Land Area Mapping
      • Create and Assign land areas to entity records
        • Create 1: N relationship with Geography entity
        • Attribute Mapping for Landscapes
        • Assign lands to single record
        • Assign lands to multiple records
      • Visualizing Assigned lands to the record
      • Visualizing Assigned lands to the records having no geocoordinates
    • Real-Time Tracking
      • Today's Plan
      • Location History
      • Real-Time Tracking in Mobile
    • Maplytics API
      • By Proximity
      • By Region
      • By Territory
      • By Template
      • Get Time zone
    • PowerApps Component Framework
      • Map View Control for Record
        • PCF Control in Portal/ Power Pages
      • Map Edit Control for Record
      • Map View Control for Dataset
      • Detail Map Control for Dataset
      • Address Autosuggest Control
    • Maplytics in Canvas App
    • Azure Maps - Maplytics List Control
      • Azure Map Key- Generation & Set Up
      • Plot
      • By Location
      • By Region
      • By Drawing
      • Search Record or Address
      • Category
      • List
      • Filter
      • Hover & Tooltip Card
      • POI Location
      • Contextual Menu
      • Route Optimization
    • Heat Maps
      • Select Display
    • Support for Dataverse(CDS)
      • Import Maplytics solution
      • Access Maplytics in PowerApps
    • Maplytics Dashboard
      • View Category donuts in dashboard
      • Steps to add Maplytics View to Dashboard
      • Create a route dashboard
      • Add a template in dashboard
    • Territory Assignment Rule
      • Enable Territory Assignment Rule
      • Creating Territory Assignment Rule
        • General
        • Assignment query
      • Override Existing Territory
    • Maplytics - Tablet/Mobile
      • Detail Map
        • Proximity
        • Concentric Proximity Search
        • Category Filter
        • Current Location
        • Search POI
        • Category Filter
        • Current Location
        • Set GPS Location as the current location
        • Tooltip Card
        • Contextual Menu
        • Search Record
        • Data Grid
        • Lasso Tool
        • Routing – Tablet / Mobile
        • Unified View for Route and Records
        • Save Route and Plot Saved Routes
        • Along the Route Search
        • Route Redirect and Copy Navigation Links
      • Heat Map - Tablet/Mobile
        • Summary card
        • Pie Chart in Heat Map
        • Column Chart in Heat Map
      • Dashboards - Tablet/Mobile
    • Workflows
      • Configure Geocoding Workflows for Custom Entities
      • Configure Territory Assignment Workflows for Custom Entities
      • Configure Get Time Zone Workflow
      • Configure Driving Instruction Workflow
    • Batch Processing Tool
  • Uninstallation
  • FAQ
    • License
    • General
    • Installation
    • Features
  • Popular Blogs
  • Video Library
  • MapPoint Alternative
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  1. Features

Real-Time Tracking

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Last updated 3 years ago

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With Real-Time Tracking, sales reps, service reps and resources can be tracked within all modules of CRM in real time. This will help to view the routes that are being followed by reps/resources as well as the routes that had been followed by them in the past. The appointments/bookable resource bookings that have been assigned to the resources can also be seen with the help of this feature. This feature also works in the Dynamics CRM app, Dynamics CRM sales app and Field Service app.

Configuration

To enable this feature, go to Maplytics App > Settings > Map Configuration Details > Default Configuration details record (the one with no user) > Real-Time Tracking > Enable Real-Time Tracking > select the checkbox.

  • Refresh Interval: Admins can select the ‘Refresh Interval’ to decide the interval (in seconds) at which the location of the Resources/Sales reps will be tracked. For example, every 30 seconds.

  • Day and Time: Working days and the start & end timings can be selected from the list. Based on this selection the reps/resources will be tracked. If admins do not want the reps/resources to be tracked on any particular day, they can leave the timings blank to avoid tracking on those days. Admins can also go to the Maplytics Configuration Detail record of individual reps to set different required timings for tracking.

User Settings for CRM Modules other than Field service

Real-time tracking can be used to track the reps/resources that have been added to the Maplytics team as users. The admin needs to go to the user’s record > Maplytics Location Tracking > Enable the tracking for the individual users and can view the other details.

Enable Location Tracking: Select “Yes” to track the respective user.

Last Tracked At: This will show the date and time when the respective user was last tracked at.

Latitude & Longitude: These will be the coordinates at which the user was last tracked.

Tracking Status: This will show the current status of tracking for the user. Based on three situations the status will be as follows:

  • Tracking - The user has enabled tracking in the Maplytics app and the tracking is on

  • Tracking Stopped - Outside business hours – Tracking has stopped as current time is outside business hours.

  • Tracking Stopped - Tracking Disabled/ GPS Issue/ Location Service Issue – Tracking has stopped due to one of the three reasons:

o The user has disabled tracking in the Maplytics app

o GPS information is not available

o There is issue with the location service.

Maplytics Real-Time Tracking App for Sales and Other Modules

The Reps can download & install the Maplytics App and log in to their CRM credentials. The app is available on Playstore and Appstore for Android or iOS devices.

When the reps log in to the Maplytics App they can view their current location on map in the form of a pushpin. The pushpin will move on the map whenever the rep makes any movement. The rep can select the toggle button to start the tracking. Once they have finished their work they can use the toggle button to stop the tracking and log out from the app.

Note

  • Users should be added to the Maplytics team in order to be tracked.

  • For field service, admin also need to enable ‘Location tracking’ within the Geolocation Settings of Dynamics 365 field service and select the timings, for example, every 1 minute to track the location of the Resources at every specified interval.

  • The users should be logged in to the Field Service app for tracking in Field Service CRM.

  • The users should be logged in to Maplytics app and the tracking option should be enabled for tracking in CRM with other Modules like Sales, Customer Service etc.

Once the Real-Time Tracking has been enabled, users can go to the Detail map > Select Data source > select the Resource/User as the entity and the required view > click on Search. Once the users/resources are plotted as pushpins on map, the resource location that is being tracked at every interval will be updated on the map. Users can click on the pushpins of the users/resources to open the tooltip card for that user/resource. Users can view the tracking information for only those Resources/Users that have been added to the Maplytics team and have Location tracking enabled in the User Settings. Users can click on the Users/Resources to view the tooltip card to find the two buttons for Real-time tracking, i.e., ‘Today’s plan’ and ‘Location History’.

Note: To view the Users as an entity in the option for ‘Select Datasource’, an entity map for the entity ‘Users’ should be created.

Related Posts:

The History of Real-Time Tracking of Field Reps – What Changed over the years?
Track Real-Time location of Field Service Reps within Dynamics 365 using Maplytics!