AppJetty

W hen a salesperson is in the field, they need their software to support them by providing all relevant details quickly. Having a collection of information about each record readily available within the app is a great way to achieve this. Tooltips are set up to appear only when you look for them, making it easy to access just the needed information. A sales manager or Dynamics CRM user with administrator rights can configure the entity details in MappyField 365 to be displayed in the Entity Records (pushpin) details. Once Dynamics CRM records are plotted on the map, your team members will see the record details as configured in ‘Entity Mappings’. MappyField 365 users can quickly access record highlights by hovering the mouse over the plotted record (pushpin). Clicking on the record reveals more detailed information in a detailed slider. Tooltips provide quick information about a record when hovering the mouse cursor over a pushpin, while detailed attributes appear in a slider when clic...

Creating targeted marketing lists doesn’t have to be complicated. With Dynamics CRM map integration, you can simplify the process and reach customers more effectively. This tool helps you easily segment your audience based on location and other criteria. You’ll save time and make sure your marketing efforts are focused. In this blog, we’ll guide you on how to create these lists using Mappyfield. These steps will allow you to organize, assign, and engage your contacts in just a few clicks. Let’s dive in and make connecting with your customers much easier. Step 1: Redirect to the “Map” page After logging into Dynamics 365, click on “MappyField 365” from the Dynamics 365 apps dashboard. Step 2: Select the entity (Account/Contact/Lead) for which you want to build a marketing list Step 3: Add records to the Marketing list After mapping all the records, choose the ones you’d like to add, then click the “Add to Marketing List” button. Two options will appear: “Add to Existing List” and “Add t...