AppJetty

  When you have new client details, there are chances that you don’t have geocode data of those clients. In that case, MappyField provides a functionality called Assign Bulk Geocode process. Based on customer address, city, state, zip code, and country, Dynamics 365 map will provide geocode data of those customers. Having geocode data will help you to get customers’ locations. Here are some steps that will help you to assign bulk geocode to the customers in Dynamics 365 Map. Step 1: Navigate to the CRM side and select [Your Model Driven App] Step 2: Once you navigate to the CRM then, go to the Account or Contact Section, depending on where you want to generate geocode. The below image is one of the contacts. As you can see, this contact does not have a latitude and longitude. Step 3: In the CRM ribbon (navigation bar), you can see the Get Geocode ribbon button. Step 4: Click on the Get GeoCode button and a popup asking to get geocode for all records will open up...

Delivery date plays an important role in an ecommerce business. Due to this reason, businesses have started integrating Delivery Date plugins to allow customers to choose their preferred delivery date and time. These features bring a huge difference in the quality of customer service you offer. Apart from customer satisfaction, this plugin brings a huge difference in how businesses manage orders. To simplify delivery date management, we have added a few more features to our  Shopify Delivery Date  Manager plugin. Let’s find out how our plugin can benefit Shopify Store owners. Updated Dashboard A dashboard can simplify the whole order management process. There are minor changes we have made in our Dashboard. As you all know, we offer three different types of delivery options, namely, Shipping, Store pickup, and Local Delivery. You might want to offer only one type of delivery service, or two, or maybe all. You can simply enable those delivery options from your Shop...

  Choosing the right appointment scheduling software is not an easy task! There are multiple things to consider, like compatibility, integrations, features, and more. Microsoft Bookings is one of the popular appointment scheduling platforms, and a lot of users look forward to using it. But is MS Bookings the right platform for Dynamics 365 users? Or should they use the Calendar 365 plugin specially designed for Dynamics 365 users? So now it’s Microsoft Bookings Vs Calendar 365! Dynamics 365 users, find the right fit for your business and get all the answers in this blog. MS Bookings – Who can use it? Microsoft Bookings is a software that allows your customers to book appointments with you. It comes as a part of Microsoft 365 Business Premium, Business Standard, and Office 365. So, if you are subscribed to any of these, you can start using MS Bookings immediately. A scheduling platform takes away the trouble of managing and booking appointments with customers. MS Booki...

  Earlier, field agents could check in and check out for the appointment using  Dynamics 365 map  plugin. But now we are adding one additional feature named pending check-in and check-out. With this feature, you will get the list of pending check-ins/check-outs and your user has to add a reason for late check in. Here is how this feature works. => First, go to the  Map > Plot  and select the Entity, such as appointments. Now click on the “Search” button, and the Appointment will be plotted on the map. Now, Click on any appointment pin and click on the  Check-in  button from the right panel. => If the user checks in the appointment late, then they need to add a reason for the late check-in. => If Check-in is pending, then users will get the error message when they try to check out. => Admin can approve or reject the pending check-ins by navigating to the  Check In-Check Out  tab. You have to select the  Pending Ch...

  Dynamics 365 map  gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the  Advanced Setting . Step 1:  After navigating to the Advance Settings, you will see the  Sales Territory  option in the  Business Management Setting . You can manage territories and their geography from the  Sales Territory  setting. Step 2:  After clicking on the sales territory, you will get the list of  All Territories . You can also create new territories and their geography by clicking on a  New  button. Step 3:  After clicking on the  New  button, you can add a new territory and its geography. Step 4:  Enter the  Territory Name  and Save the territory. Once you create a new territory, then you can define the geography of that territory. Step 5:  By clicking on the  Define Geography  t...