AppJetty

Sales teams have been drawing circles on maps since the dawn of territory planning. Most still are—literally. Spreadsheets, sticky notes, and guesswork masquerading as strategy. Then there are companies like MAGURA Bosch Parts & Services who decided to stop playing territory roulette and start making data-driven decisions. Their secret? MappyField 365—the geo-mapping solution that’s changing how businesses think about field operations, customer relationships, and market expansion. The Challenge Every Sales Manager Knows Manuel Schmied knows the pain. As CRM Process Manager at MAGURA Bosch Parts & Services GmbH & Co. KG, he’s seen what happens when sales territories are more art than science. Overlap confusion. Missed opportunities. Field reps driving past better prospects to hit arbitrary zones. Revenue leaking through cracks nobody even knew existed. Sound familiar? You’re not alone. According to  SMA research , companies with ineffective territory planning achieve 15%...

Earlier, field agents could check in and check out for appointments using the Dynamics 365 map plugin. However, we are now adding an additional feature called “Pending Check-in and Check-out.” With this feature, you will be able to view a list of pending check-ins/check-outs, and the user will need to provide a reason for any late check-ins. Here’s how the feature works: 1. First, go to the Map > Plot and select the entity, such as appointments. 2. Next, click on the “Search” button, and the appointment will be plotted on the map. 3. Then, click on any appointment pin and select the “Check-in” button from the right panel.   If the user checks in late for the appointment, they need to provide a reason for the late check-in.   If the check-in is pending, users will receive an error message when they try to check out. Admins can approve or reject pending check-ins by navigating to the Check In-Check Out tab. You need to select the Pending Check-In view, where you can see all t...

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...

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...

AppJetty MappyField 365 provides a   map visualization of the Dynamics of CRM records . You can manage the sales activities, define the routes, and perform different actions for the team. You can plot the records on the map by selecting the required entities. When you do so, the records will be plotted using different pins for different entity records. You can change the push pin appearance for specific records to recognize them on the map easily. You can also add a custom icon to personalize the entity records on the map. Step 1:  Navigate to MappyField 365 After logging into Dynamics 365, click on MappyField 365 from the Dynamics 365 Apps dashboard. Step 2:  Plot records on the MappyField 365 map To plot records on the map, select the CRM entities configured from Entity Mappings. Under the Plot tab, select the Entity and its Records view. When you click on ‘Plot,’ you will see a pin by default. By clicking on ‘+Add Legend,’ you can add more entities, and pins will autom...