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  Managing entities in an organized manner is crucial for every business. And that is why businesses use calendars. Our Calendar 365 was built with such an intention. It is a comprehensive solution offering not one but three different calendars to streamline your business operations. While the Customer Calendar and Resource Calendar are indeed powerful tools in their own right, in this blog post, we are turning the spotlight to the third member of the trio, the versatile Entity Calendar. With the ability to customize it to match your unique requirements, the Entity Calendar emerges as the go-to tool for businesses striving for efficiency. From tracking leads and managing cases to coordinating room bookings, Entity Calendar has it all. So, let’s get started! Understanding the Entity Calendar The Entity Calendar in Dynamics 365 Calendar provides a visual interface where businesses can choose the entity of their choice, be it leads, cases, or any other entity that matches t

  CRM data plotted on a map can give you the ‘where’ along with the ‘who’ and the ‘what.’ A lot of businesses approach us searching for a solution on how they can add latitude and longitude coordinates to accounts. Well, the answer to all their queries is MappyField 365. In this blog, we will learn how MappyField 365 transforms data to insightful maps and the benefits associated with it. Understanding Geospatial Visualization Geospatial visualization means the representation of data on maps. However, when paired with MappyField 365, it becomes so much more than just mapping data. It becomes a powerful tool that allows businesses to see, understand, and interpret their CRM data like never before. The geospatial visualization feature in Dynamics 365 map takes latitude and longitude fields from your CRM data and plots them onto a dynamic, interactive map. This feature enables businesses to see patterns, concentrations, and gaps in their market that might go unnoticed otherw

  For businesses, understanding customer needs and preferences is crucial for success. Customer-centric businesses rely on gathering accurate and timely feedback to make data-driven decisions and enhance their offerings. However, manual survey processes can be time-consuming, prone to errors, and hinder the ability to gather valuable insights. This is where survey automation plays a vital role. In this blog post, we will explore the importance of survey automation for customer-centric businesses and how SugarCRM Survey Rocket can streamline the survey process and improve response rates. Gathering Actionable Insights Customer feedback is a goldmine of information that can drive strategic decision-making. Survey automation enables businesses to collect feedback efficiently and in a structured manner. By automating the survey process, companies can create targeted surveys, set predefined conditions, and trigger surveys based on customer interactions. This approach ensures tha

  We are thrilled to announce the launch of our latest feature: Live Chat! It provides a seamless and efficient channel for managers in the office to connect with agents on the go. This feature will empower on field agents with real-time support and information. We know the importance of communication plays a crucial role in achieving operational excellence. With MappyField 365’s Live Chat feature, we have bridged the gap between managers and on-field agents, allowing for instant and secure communication right within Dynamics 365. This exciting addition in Dynamics 365 Map is set to transform the way you manage your field operations, making it easier than ever to share images, documents, and more, while on the go. Managers can see whether the onfield agent is online, offline or away. Similarly, onfield agents can also see the availability status of the managers or their peers. The below images shows the web view for managers in office and the mobile view from the onfield agen

  Building trust and credibility in the market is crucial for the success of an online store. When customers have confidence in your brand, they are more likely to make a purchase. That’s why we’re excited to explore the powerful tool that can help you achieve this on Shopify—the Shopify Delivery Date & Shipping Rates App. In this comprehensive guide, we will discuss the importance of trust and credibility, the significance of a seamless shopping experience, and how this app can revolutionize your customers’ shopping journey. So let’s get started! Why do Trust and Credibility Matter? When customers feel confident and trust your brand, it impacts their purchasing decisions. Trust instills a sense of reliability, security, and transparency, making customers more inclined to choose your products or services over competitors. When customers have confidence in your brand, they are more likely to return for future purchases. Credibility is equally important as it establishes