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Showing posts from January, 2021

How to Customize the Push Pins for Entity Records to Visualize on the Map

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  AppJetty MappyField 365 provides a map visualization of the Dynamics CRM records. You can manage the sales activities, define the routes, and perform different actions for the team. You can plot the records on the map by selecting the required entities. When you plot the records on the map, the records will be plotted using the different pins for different entity records. You can change the push pin appearance for the specific records to recognize it on the map easily. You can also add a custom icon to personalize the entity records on the map. Let’s see how you can plot records using a customized pin of your choice. Step 1: Navigate to MappyField 365 After logging into Dynamics 365, click on MappyField 365 from the Dynamics 365 apps dashboard. Step 2: Plot records on MappyField 365 map Now, plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view. When you click on the ‘Plot’, you w

Five Must Have Plugins For Microsoft Dynamics 365 CRM

  We cannot ignore the fact the world sculpts itself in a new shape every day with the injection of ecommerce. Entrepreneurship also has its own kind of technology driven motivation. Ecommerce, Entrepreneurship, and technical innovations, all go hand in hand. Moreover, they all play a major role in sculpting our world.     What does an eCom entrepreneur need? The primary thing that creates a mature entrepreneur is an idea. In addition to an idea, having a knack of grabbing opportunities develops entrepreneurship. Entrepreneurs must know that the growth of their business is directly related to the user's happiness! The more the users enjoy their shopping experience, the more they tend to like you.   Apart from the shopping experience, another aspect you need to focus is on customer relationship management. Microsoft Dynamics CRM is one such tool that governs this. To boost relationship management, various other tools from AppJetty are the products that you need.   Inventory and Ware

How to Search Point of Interest Near any Location on MappyField 365

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  AppJetty MappyFIeld 365, a plugin for Dynamics365, lets you plot the CRM records on the map to help the sales team perform different tasks and activities. Along with the Route optimization, schedule the activities and search the routes. Find nearby locations on the MappyField 365 map using the default Bing map integration. In this blog, we explain how to search for any POI (Point of Interest) location like Restuarant, Cafe, Gas Station, Hospital, Pharma nearby on the map. Suppose, your sales representative (or service executive) is working in the field for visiting clients for appointments or meetings. The sales rep got a call that the client is not available for an hour, at that time where and what should they do? Either go there and wait for the final call or find the place somewhere else to take some rest and plan the next meetings. So the AppJetty   MappyField 365   helps the users to search any nearby locations on the map itself. You can do this based on inserting the address ma