Situation
- An art handling and freight company wants to implement Dynamics CRM & Field Service
- Client uses three distinct types of transportation services including a “shuttle” approach with several pick ups and drop offs
- The client engaged Altruas to go about setting up a way to group Work Orders for a “shuttle” and optimize the route of the shuttle given the geolocations of the workorders and the limitations of the truck
- Grouping the Work Orders
- Creating and embedding an App the end user can utilize to automatically optimize the route of all related Work Orders
- Client wanted to be able to manually modify the Waypoints if needed
- Client wanted a no/low code option so they could maintain the App if any changes were needed
Solution
Benefit
- Altruas utilized software the customer was already paying for as part of the Microsoft suite to develop the App
- Altruas grouped all related Work Orders and embedded a Canvas App into the form so users can click a single button to send all the geodata to the Bing Maps API and then sequence the Work Orders according to the information received back
- Client can then change the sequence manually if needed and through a second Canvas App create the URL and automatically launch the default maps application for the device
