AppJetty

  Reworking on any project or proposal wastes your valuable time and money. So, default templates can be customized for various purposes and audiences which can save your time. Templates have a unified appearance, which makes it easier for your team to locate important information quickly. With the templates, you can create the framework of elements needed to complete the report. To avoid this reworking in the dynamics 365 field mapping , you can save the default templates in the CRM. Once you set the template as default, it will automatically load the template in your CRM. Now, let’s see how you can configure the default template in Mappyfield. Step 1: Navigate to MappyField 365 Select “MappyField 365” from the Dynamics 365 dashboard or app list. By default, you will be navigated to the “Map view” of the MappyField 365. Step 2: Plot entity records on the map You can plot the entity records on the map. Suppose, you want to plot the records of the “Accounts” entity fo

  Creating or managing the tasks or appointments for the sales executives can be always challenging. Being a sales executive or manager, knowing when and where your team members are going to connect the customers is crucial. Especially it becomes crucial when it comes to achieving your sales target. For this, you need to integrate the Dynamics CRM Field Mapping tool with the features. We have taken MappyField 365 in this article. So, in this blog, we are going to show how your sales executive can manage and create the tasks and appointments in the dynamics 365 map CRM. Step 1: Go to the Map tab. Step 2: Right-click anywhere on the map to open the context menu. Step 3: To create a task or appointment, click on Add Task or Add Appointment button. Create Task: Step 1: To create a task, click on Add Task Button on the context menu . Step 2: Enter valid details to create the task such as Subject, Start Time, End Time, set Regarding for whom you have created the task

Managing the tasks and appointments for the sales manager can be always challenging. Being a sales manager, you should know when and where your team members are meeting your customers. This information becomes crucial when it comes to the sales target. So, let’s see how your sales rep can see check-in & check-out of the activities in the Dynamics CRM Field Mapping . Step 1: Open the map and plot any of the activities for which you want to see check in/check out history. Here we have plotted Appointments Entity and All Appointments view. It will plot all the appointments on Map. Step 2: Now click on the appointment for which you want to see the history. So, it will open a popup on the right side of the map. There will be a label named Show Check In History. Click on the label to watch the history. As this appointment has done only check in so it will only show check in history. In the above image, we have added an appointment that has already been checked in a

  Microsoft Dynamics 365 CRM user with administrator rights can manage the CRM activities from the default calendar of Dynamics 365 CRM. It provides the default calendar to check the CRM activities, however, by navigating to the CRM activities individually. You can also check the calendar for the entities from the default calendar of Dynamics CRM. But, you need to navigate to the individual entity records or it will require backend configuration to customize the default calendar. Microsoft Dynamics 365 CRM plugin, AppJetty Calendar 365 is the best option to get the CRM activities and the entity records on the calendar in one place. You can manage and track the CRM activities and entity records as well on the calendar of Calendar 365. You can filter activities according to their statuses and priorities i.e. Open, Scheduled, Canceled, etc. In this blog, we have explained how to get the entity records on the calendar using the Entity Calendar. Step 1: Navigate to the AppJetty

  Sales mapping plugins/apps is a fairly new addition to the sales team of any organization, but integrating sales data based on geolocation is the best way to improve the sales work and operation. If you are a salesperson and most of the time you spend your time in the field for the product demos and meetings with clients for the business, you need to search and recognize the exact client’s location as per their addresses on the map. Sometimes it could happen that you know the places based on the landmark but if there are industrial areas or market area, you end up marching through the streets. So, AppJetty MappyField 365 provides the “Streetside imagery” (Open Street Map) features integrated into Bing Map. MappyField 365 is a  geo-analytical plugin of Microsoft Dynamics 365 CRM that represents the CRM data visualization on the map. The CRM users can plot the entity data on the map and perform the sales operations from the map itself. About Bing Maps- Streetside Imagery Bing

  When you are managing the CRM users (teams) and the CRM activities from the MS Dynamics 365 CRM, you need to track the CRM activities and entity records as per scheduling dates. If you have Dynamics 365 administrator rights, you can check the activities from the default Dynamics calendar and manage accordingly. There are some limitations to check and manage all the activities and especially entity records from the default dynamics calendar. AppJetty Calendar 365 is the plugin of Microsoft Dynamics 365 CRM that provides the custom calendar to get the CRM activities and entity records in one place. You can not only track and manage the CRM activities but also get the entity records on the custom calendar of dynamics 365 . If you are a CRM user with Dynamics CRM administrative rights, you can customize and configure the “Entity Calendar” separately as per your requirement. So, if you are a sales manager or marketing manager, you can manage the entity records by configuring any ent