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Showing posts from September, 2023

Calendar 365: Help Customer Service Agents Visualize Better

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  Hey there! Ever stopped to think about how many minutes or even hours your support team might be wasting without a proper calendar setup? Imagine if you could instantly see who's available, who's swamped, and where everyone's at without asking around. Well, there's some good news. Calendar 365 does exactly that! Dive in with us and discover how this tool can transform your team's day-to-day, making case assignments a breeze and boosting overall efficiency. Let's get started! Uncover Calendar 365: A Game Changer for Customer Service Meet Calendar 365's star feature – the Entity Calendar. It is designed to give you a clear picture of all the cases and their corresponding resources. It is packed with a diverse range of filters. Whether you want to zoom in on a specific team's cases or check out an individual's schedule, the Entity Calendar has got you covered. With versatile views like Top Down, Gantt, Timeline, and Agenda, you can tailor y

Optimize Your Sales Season with AppJetty’s Delivery Date Plus App

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  Be it the holiday season, Black Friday sales, or any other peak time, businesses grapple with high demand and logistical challenges. Here’s the silver lining: AppJetty’s Delivery Date Plus app is designed to be your trustworthy sidekick during these busy periods. This article dives deep into the app’s functionalities and how it can be the catalyst for optimizing your sales this season. Before diving into the features, it’s essential to understand the e-commerce landscape’s nuances during peak sales seasons. Customers have higher expectations. They seek exclusivity, quick deliveries, and a seamless shopping experience. On the other hand, businesses face the challenge of managing stock, ensuring timely deliveries, and making the shopping experience glitch-free. This is where AppJetty’s app steps in. Key Features to Maximize Efficiency 1. Launch Seasonal Products Precisely Exclusive products give customers a reason to choose you over others. Our app lets you add a special touch by

How to Sync Outlook Calendar With Dynamics 365 and Calendar 365

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  Dynamics 365 users often ask whether they can synchronize Outlook and Dynamics 365. The answer to that is yes! This blog will help you configure the settings step by step. Once you have configured it, you will be able to see all the activities in Dynamics 365, which is created in Outlook, and vice versa. So, let’s start configuring Dynamics 365. Step 1: In Dynamics 365, go to Settings > Administration > System Settings. Open the Synchronization tab in System Settings. Click on Synchronized Fields. Step 2: On clicking Synchronized Fields, it will open a pop-up that shows a list of entities. Step 3: Users can define the direction of synchronization of a particular entity with arrows, as shown in the below image. Choose Entity Type as Email and you can see how Email synchronization is managed. Note: You cannot enable synchronization for Custom activity. Step 4: Now, to make synchronization functional, let us configure the mailbox of the user. Navigate from Set

Top 5 Alternatives to Microsoft Bookings for Dynamics 365 CRM Users

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  If you’ve been riding the Microsoft Bookings wave, you know how essential a good scheduling tool can be. But what if we told you the ocean of booking solutions is vast and brimming with Microsoft Bookings alternatives that might perfectly fit your unique needs? You will uncover tools with intuitive designs, flexible pricing, and features that might make you reconsider your current booking setup. So buckle up, and let’s set sail on this voyage of scheduling discovery! 1. Calendar 365 Calendar 365 is a comprehensive scheduling solution primarily tailored for Dynamics CRM users. As it tightly integrates with Dynamics 365 CRM, it offers businesses a seamless experience to manage their appointments, tasks, and resources directly within their CRM environment. Features: Unified View: Calendar 365 provides users with a consolidated view of all appointments, tasks, activities, and even custom entities. This makes planning and tracking easier. Multiple Views: From Day, Week, Month t

Geolocate Your Dynamics CRM Data for Better Insights with MappyField 365

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  Recently, we received an intriguing query from a prospective client. The customer was seeking a solution to geolocate their Dynamics CRM data on a map, aiming to improve their customer visit planning process. Their challenge resonates with many businesses trying to make sense of their data and convert it into actionable insights. MappyField 365 was the answer to their query. The tool is designed to plot Dynamics CRM data on a map. It brings a new dimension to interpreting customer data by transforming static data sets on a map. For more details on how that happens, keep reading. Understanding the Problem Traditionally, businesses have relied on CRM systems like Microsoft Dynamics CRM to store and manage customer data. These systems are excellent repositories of valuable customer information, including names, contact details, purchase history, and, most importantly, addresses. However, as our lead’s query highlighted, these data points are often presented as plain text entrie