AppJetty

Managing activities based on regions or areas can be challenging for managers using Dynamics CRM alone. However, it is important to have an overview of sales, marketing, or services based on different regions and areas. Microsoft Dynamics 365 provides Sales Territory Management within CRM. You can manage specific areas for activities such as Sales, Services, Marketing Campaigns, Sales Demos, etc., from the Dynamics CRM Map. With AppJetty MappyField 365, you can plot your CRM data geographically. Users can get detailed information about their CRM activities based on the prospect’s location on the MappyField 365 map. MappyField 365 allows you to manage territories in four ways: By Region, Drawing, Territory, and File. If you have a shapefile of specific areas, you can import the shapefile to create a Territory on the MappyField 365 map and perform activities within that shape/region. This is one of the prominent ways for Dynamics 365 CRM users to plot records or locations on the map, ove...

Managing the appointments and the task for the Sales Reps & Service Executives is always challenging. Being a Field Sales Manager knowing when and where your team members are going to meet the customers is crucial to achieving your sales targets. So, in this blog, we are going to demonstrate how your sales reps and executives can manage their meetings and how you as a manager can keep track of all their activities from Dynamics CRM. For this, you will need to integrate a   Dynamics 365 mapping tool   with features like check-in, check-out, heat map visualization, territory management, etc. You can browse around MS AppSource to find the right tool that suits your need but for demonstration purposes, we’ve taken Quick Maps in this article. So, let’s see how your sales reps can Check-in & Check-out of all activities like Appointment, Task, Campaigns, Services, etc. For Sales Reps: Step 1: Navigate to Map If you are using old UI (Classic view): Find the “AppJetty” tab from...

You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a  Dynamics 365 map integration  is the way to go about this. The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option. But let’s look at how a map integration like Quick Maps gives features like proximity search to maximize your efforts. Your on field team can leverage this to get their schedule, plan a route based on proximity and add the records to their calendar easily. Let’s walk through how to enable it: Step 1: Redirect to “Map” page – Click on the Dynamics 365 menu and then click on “Quick Maps” from the slider menu  or  find the “AppJetty” tab from the header menu and click on Maps to open QuickMaps. Step 2: Enter the Location name in Default Location or pinpoint the current location on Map. – When the map loads, if the default location setting is saved then...