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  To make the process of creating tasks and appointments easy, you can directly create activities from Dynamics 365 map. Using Quick Create Activity, all you have to insert the form details. You can create an activity that is configured in the Entity to map from the  Settings . Here is how you can create an activity in  Dynamics 365 Mappyfield . Step 1:  Open the  Map  section, right-click on the map, and click on the  Create New Activity  button. After clicking on  Create New Activity , this type of pop-up will open up. Step 2:  Here, you can see the activity list, which is configured in the entity to map. Select one  Activity  and click on the  Create  button. Users don’t need to open a CRM; they can directly create an activity from here. Step 3:  Enter the details required to create an activity and then click on  Save and Close  button. After saving the activity, you can see the activity is plotted on the Map.   All product and company names are trademarks™, registered

  As a Sales VP, you might want to try new territories, but you are not sure about creating one. That is when the draft territory feature of the  Dynamics 365 map  plugin comes in.  In  Dynamics 365 MappyField,  we have provided a  Draft Territory  feature with which you can create draft territories. Such territories will be saved as drafts and not in CRM. You can apply such territories to the map whenever you need it.  Step 1:  To create a Draft Territory, open  Territory Management  and select the Search Option. For Example, select by Region ➤ Country ➤ Enter UK, then click on  Plot .  Draft Territories will not be in the Territory drop-down (in the territory list). Users can save territory from the draft, or if they don’t want to create territory, they can also draft territory. Step 2:  Now click on the  Hand Tool,  which will be used to select the plotted territories. Step 3:  After selecting the tool, right-click on the territory and click on  Create New Territory .

  If you seek interest in digital space, phrases like low code and no code development are popular these days. We live in times when every company has digitized itself to mark its presence. At some point, you will require an app that supports your business’s internal and external functions. The constant demand for digitization has given birth to a lot of innovations. There is a continuous demand to bring an easier solution to the market, using which more businesses can solve their problems. Innovation of low code development platforms simplified the development process for businesses. You can execute your plan quickly if you have a platform that reduces coding requirements. The development time reduces, and so does the complexity. The introduction of low code development platforms for mobile application development is a game changer, majorly for eCommerce businesses. There are certain challenges that these low-code app builders promise to overcome. Not Enough Resources The

  What if you could save time and money as well as win more sales in one go? Yes, you read it right! Tools like MappyField are the perfect example of saving money, saving time, and growing a business. This tool fetches all the Dynamics 365 CRM data and displays it on a map which is perfect for visualizing a large amount of data. Using this data, it optimizes routes for its users. The on-field sales team benefits the most from Route Optimization Dynamics 365  MappyField   as they don’t have to deal with inefficient routes anymore. Organizations have realized the importance of route importance and the benefits it brings with it. Research shows a rise of  11.4%  in demand for route optimization software by 2023. So let’s discuss in depth how route optimization could be a cost-cutter for a company and its overall effect on the company and employees using it. How to Reduce the Number of Miles With Optimized Routes? The company has sales reps traveling the whole day to have a

  Scheduling a 30 min call with various teams at different times takes an hour to schedule. There is a lot of back and forth on emails and messages, with all the invitees agreeing at one time. It would become easier if everyone were on the same page from the beginning. For that, organizations use tools to manage their daily calendar. You all might have heard of or used Calendly at some point to schedule meetings. But here, the challenge is you have to manage it as an external tool. You have to add CRM data while adding meeting details manually. This would take a lot of your time. However, you can reduce this time by integrating a calendar with your Dynamics 365. So you will have all the functionalities of the calendar within your CRM. This eliminates the need to manage multiple tools and go back and forth with your data. A lot of professionals use the meeting link feature from Calendly to schedule meetings. Our   Dynamics 365 calendar   has all the important features you usual