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  Performance in every field is subject to principles. Say you want to improve your swimming skills. The trick is to practice swimming daily. It will help you but until a certain plateau. To master it, you need to get a teacher who will explain the core principles of swimming, like decreasing drag and increasing propulsion. That goes for customer service too. You can implement the common customer service techniques and drag along, or you could start by focusing on the core principles of customer service and strategize accordingly. For example, efficiency is one of the fundamental aspects of great customer service. You can act on it by providing instant support with features like live chat, chatbot, multi-channel support, etc. Similarly, you can improve their shopping experience by offering custom product bundles made using a Shopify bundle app. The key to improving customer experience is quality service. Remember – Happy customers, happy you! Thank them and keep them happy. So,...

You might want to make the most of your Magento 2 store – experts agree that in a post-pandemic world, mobile shopping will take the center stage. Mobile shopping refers to a more convenient way of shopping, which is developing a customized Magento 2 mobile app rather than reworking on the old school website. In one of our blogs, we have even explained the reasons businesses should opt for a Magento 2 native app over the website . The main highlights of switching from website to mobile app are: Personalization Engagement Productivity Conversion Instant Results Thus, while developing a Magento 2 app for one of our clients, we realized that there are a few custom features that need to be included in the app built with our Magneto 2 App Builder. And here’s how the journey towards customization begins. Building Customer Loyalty with Reward Points The reason why customers love the reward system is they can avail discounts during shopping. It gives them a feeling of being valu...

  Real-time availability and tracking has simplified the sales team’s daily activities. It helps them manage all their activities while working on-field. The use of mobile phones for businesses has further made lives simple and efficient. Thus, there’s a huge rise in the number of Sales CRM. Businesses use it to manage their clients’ data and on-field reps. But is having data in real-time enough? Does it help your on-field team speed up their activities or accomplish more in less time? The reason CRM alone is not enough is because it only tells you what you can do but doesn’t help you do a certain thing. Information – names and addresses alone won’t give you clarity. You need an advanced solution that helps you visualize data in real-time and perform more in less time. You need a Dynamics 365 mapping tool to make effective sales strategies. Let us see how Dynamics 365 Map accelerates sales team’s productivity with an example. Imaginary Mr Bean is a sales representative work...

  It takes 20 years to build your brand but only 5 minutes to lose it. -Warren Buffet While launching a new business, the first thing you should do is build an online store and promote your brand. You should create awareness to reach customers. After all, there’s no business without customers. The next step should be to provide a smooth shopping experience. What benefit would it be if you can’t deliver to your customers? Shipping can make or break your business. You can use tools like Shopify Delivery Date app to streamline your deliveries. To know about the best practices that you can implement to improve your Shopify store shipping and delivery in 2021 and 2022, keep reading. 1. Define your Goals Every business has some specific goals. Similarly, you may have some goals to achieve with your deliveries for example, conversion, reach, sales, customer satisfaction, etc. Hence, it’s advisable to state your objectives. It will help you define the type of shipping you want to...

 MS Dynamics 365 is a suite of tools built with the purpose to handle almost every work process. With a wide range of users, it gets difficult to have features useful for all. To overcome these situations, we use plugins. There are various kinds of Dynamics plugins available in the market. You can buy ones that are useful for your business. This way you will have to only pay for things you require.  Here, we have listed a few important plugins that can boost your CRM productivity. Let’s dive in. Calendar Scheduling meetings and assigning tasks gets difficult when you don't know your team members' ongoing schedule. But with Dynamics 365 calendar plugin, you can view your team member's schedules and organize meetings accordingly. You will also be able to view their ongoing tasks and assign tasks accordingly. This plugin seamlessly integrates with your Dynamics CRM.   You can edit tasks from the calendar and it will reflect the same in CRM. This plugin allows you...

 Time is money. Managing time is the key to a successful business. And for effective time management, we plan tasks, activities, meetings, and whatnot. So that, at the end of the day, we achieve the most out of it. The point is we plan our day to save time and increase productivity. But what if the “time” we are trying to save is going behind planning those things.  Say for example, if updating one task or activity in your CRM takes 5 minutes of your time. So if you have 10 tasks to do, it will take 50 minutes. Now if you plan to update those tasks in the calendar it will again cost 50 minutes of your time. The point is, all the planning for time-saving is not working here. Just assigning and updating tasks is taking a lot of time. You can solve this problem with a Dynamics 365 calendar plugin. This tool is something every business needs. Now onwards, you don’t need to waste time adding things manually to your calendar. This calendar seamlessly syncs with your CRM so that ...

  The benefits of the heatmap are fruitful. Assume you wanted to know what are your key performing areas, then a heat map can visually represent that information. This will make it easier for you to understand and then take strategic decisions based on it. In a nutshell, the heat map is an analytical feature that uses color as a tool for data visualization. With the Dynamics 365 map , you can plot the heat map as per your requirements. You can select the various Data Source, Select Measures, Select Filters, Select Region Type, and much more. Also, you don’t have to configure the heat map everytime, you can set the heatmap template as default. Here is how you can do it in your Dynamics 365 field mapping CRM<. Step 1: Please, select the Heatmap tab under the MappyField 365 from the left-side navigation menu. Step 2: Click on Heat Map from the navigation available on the top to configure the data items to plot the data on the heat map. Step 3: Now, configure the plottin...

  Microsoft Dynamics 365 web resource is the HTML web resource. This permits the inclusion of things as complex as a custom web page or as simple as basic text into the form by utilizing a web resource control. In this blog we will demonstrate how to embed a basic HTML page into a Dynamics 365 form. Follow the below steps. Step 1: Navigate to Components Settings Page Click on Settings ➤ Advanced Settings ➤ Settings Area(Drop down) ➤ Customizations ➤ Customize the System you will land on the Components Settings page. On landing the Components Settings page, navigate to the Entities ➤ Accounts ➤ Forms. Here, you can see the list of active forms. Here we have to add a new form and by following the below steps, you can do the same. Step 2: Add the HTML page to the Dynamics 365 Create a simple HTML page and add it as a Web Resource to Dynamics 365. Be sure to select Webpage (HTML) as the type and upload the HTML page by clicking the Browse button. Once you upload the web res...

  In Dynamics 365, you can use the fetch XML query in the web API to retrieve specific data. With the help of advanced find feature, you can carry out querying easily. You need to follow below steps to create the fetch XML Query. Step 1: Open Advanced Find Firstly you have to login to your account and then click on the Advanced Find button (funnel icon) in the upper right-hand corner. Once you click on the “ Advanced Find ” button, the below screen will be open. Set the entity and view to fetch XML query. Step 2: Create New Query Then click on a New button at the top under Advanced Find section to create a query. Step 3: Enter the Additional Information to the Different Queries Then select the field on which you want to perform a query. Here, we want to find a name that has an age above 25. Then select the Operator for which you want to perform the query, in this case it is Age . Then enter the value for comparison i.e. Equals, Does Not Equal, Cont...