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Showing posts from February, 2020

Australia Post and How a Simple API Can Transform Shipping

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  With the shift to online, we no longer need to buy things by going to brick and mortar stores. Estores have taken over. From last eCommerce enterprises to small niche stores, we have all our needs covered. You can easily order an item from anywhere in the world and have it reach somewhere else. It’s just you and your phone against the world!  Stats show that over 20% of people shop online and they prefer this because of the sheer logistical ease. Just check out any store you want, at any time of the day, add items to a wish list if you want and order away! Home delivery is just the cherry on top of the very sweet cake that is online shopping. Additionally, with the competition among stores both online and offline, the number of sales they have has gone up. And everyone offers competent pricing.  The flow of an online transaction is browsing (based on need or want), finding the right product, ordering, and paying, ending in delivery. Delivery almost seems like an insigni

How to Stay on Top of Your Clients with Nearby Data Search

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You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a  Dynamics 365 map integration  is the way to go about this. The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option. But let’s look at how a map integration like Quick Maps gives features like proximity search to maximize your efforts. Your on field team can leverage this to get their schedule, plan a route based on proximity and add the records to their calendar easily. Let’s walk through how to enable it: Step 1: Redirect to “Map” page – Click on the Dynamics 365 menu and then click on “Quick Maps” from the slider menu  or  find the “AppJetty” tab from the header menu and click on Maps to open QuickMaps. Step 2: Enter the Location name in Default Location or pinpoint the current location on Map. – When the map loads, if the default location setting is saved then it will display lo

How to Visualize Records on Map using Drawing Toolbar

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Dynamics CRM allows you to plot  one entity record  on the map at a time directly. We wrote a guide explaining how you can do it. On the other hand, a Dynamics CRM Map integration allows you to plot multiple entity records. On top of that, you can use a drawing tool to visualize your records in a particular area or region. One such tool is Quick Maps. You can search data on Quick Maps based on Region, User, and there is even an option for Proximity Search. You can also search and manage records by defining shapes on the map. You can search records by drawing shapes on the map to get the geographical view and visualization of the records. Based on that you can perform your marketing/sales related actions and activities. To visualize records in desired shapes on the map for selected entities follow the below steps: Step 1: Redirect to “Map” page Click on the Dynamics 365 menu and then click on the “Quick Maps” from the slider menu  or  find the “AppJetty”

3 Key Steps to Plan Multi-Stop Routes with Dynamics CRM

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Less time on the road means more time with customers, which can drive more business. Any sales rep would agree that multi-stop route planning is one of the most tedious parts of their job that consumes most of their time. An ineffective route planning can not only affect your sales rep’s productivity but also your investment. That is why we created this article with some actionable tips on how route planning can be effective for field sales teams. Plan your Routes Quick Maps is a Dynamics 365 field mapping tool. It integrates with your Dynamics CRM to let you visualize your CRM records and sales data onto the map. With the default Dynamics version, you can surely get your records onto the Bing maps. However, it allows only one record per map, making it difficult to plan your day or take any data-based decisions. Route Optimization It is the process of defining the best route with the shortest travel time, lesser traffic, and multiple waypoints for the s

Create, Assign and Re-assign Sales Territories in Dynamics CRM

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To maximize the potential of targeted markets, organizations create sales territories based on factors like customer segment, geography, sales potential, its history or the combination of all these factors. Creating sales territory not only helps the company to earn better but also the sales team to forecast proper targets and achieve them. But managing sales operations with various territories is not always easy. Especially for the sales managers. So, for better territory management as well as your sales team management, we are going to show how to create, assign, re-assign, and manage your sales territories from a single screen in Dynamics CRM 365. By default, Dynamics 365 provides its users with the functionality of creating and assigning territories. And here’s how you can create Sales Territories from the Dynamics CRM: Step 1 : Creating a Sales Territory and assigning a sales manager Navigate to Settings → Business Management → Sales Territories . - By clicking on S

How to Plot Entity Records on Map in Dynamics 365

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The more scattered your data is, the harder it gets for you to understand and make any decisions. Moreover, to understand your current customer base as well as your opportunities and leads, it is imperative to have an overview of all your accounts, contacts, and leads. So, in this blog, we are going to show all the Dynamics CRM users out there how to plot Entity Records on a map right from the CRM. The Dynamics CRM itself provides this functionality of adding an Entity record on a map.   Step 1: Enabling Bing Maps To enable Bing maps, go to the Settings → Administration → System Settings. By default, the General tab will open. Scroll down to the “Enable Bing Maps” option and select the “Yes” option to enable the Bing Map. Press OK to save the changes. Step 2: Plotting entity records on the map After enabling Bing maps, go to any entity record and edit it. Find the ‘Form’ or ‘Form edit’ option. By clicking on it, the PowerApps tab will open. Selec