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Showing posts from October, 2020

Autoschedule Route for Selected Record using MappyField 365

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  Smooth operations are a winning factor of any sales team and achieving this is not easy. There are too many things that can go wrong and too many ways get sidetracked from your goals. But with the right tool, your sales team might just get the boost they need. This is where MappyField 365 comes in.  As a sales or technical manager, you need to manage tasks and allot them to the executive/reps for fieldwork. (i.e. Sales Demo or Technical support/maintenance).  When plenty of sales inquiries/technical maintenance is required, it is not possible to meet each of them in just one day. So the manager is required to create and manage the schedule of the sales demo activity or appointments for technical maintenance for the team. alternative of badger map With AppJetty’s   MappyField 365 , you have the Auto Scheduling functionality to schedule your meetings and appointments area wise. It provides auto route schedule optimization using the SPF algorithm. (Shortest Path First). For auto-schedu

How to Manage the Working Hours of the Users in Calendar 365

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  Being a Sales Manager or Dynamics CRM administrator, you need to manage the sales reps/executives’ activities including its working timings. DynamicCRM provides a feature to manage working hours of sales reps (Dynamics users). Suppose, a marketing campaign is ongoing for a week at some place, so being a sales manager, you need to keep the working hours of the sales executives there. With our AppJetty Calendar 365 you can manage the working hours of the users and check on the Calendar. For that, you can enable the Resource Scheduling to display hours of default CRM records or you can create from the AppJetty Calendar365 and manage the working hours user-wise. In Calendar 365, you will find the Resource Scheduler option to manage the working hours. You need to follow the below steps to manage the Working hours: Calendar Configuration Enable Resource Scheduling by selecting either default CRM or AppJetty Calendar Check the default CRM working hours on AppJetty Calendar and add the activ

How Calendar 365 Meets Demands of the Post-Covid Era

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Humans in the post-Covid era are all at home and they’re all busy. From company personnel to their employers, all of them are busy finishing their hectic schedules, coping with their customers, making appointments, attending demo conferences, and whatnot. Constant communication between team members has become the key to the successful implementation of any project. Zoom/Skype calls have become a regular thing to do.      Maintaining your tasks in a calendar and then updating them in your Dynamics CRM for your everyday tasks reeks of erroneous results. In this chaotic situation, things are more likely to slip through the cracks.  Also Read:  Color Code Your Dynamics Calendar and Declutter Your Life! Enter Dynamics 365 calendar Dynamics CRM calendar is an ideal plugin that goes with your Dynamics CRM. With dynamics 365 service calendar you can bifurcate tasks of your entire team from a single screen. You can also get an overview of scheduled, ongoing and completed activities of the whole