AppJetty

Do you ever struggle between your CRM screen and Google Maps? You have to reach five customers today, all being high-value customers, but roads look like a child's writing, zig and wacky. You spend the entire day creeping through traffic jams, broken appointments, and sad smiles. Does it sound sickeningly familiar? Don't worry, you're not alone. Every company today has CRMs bursting with information customer contact names, purchase history, etc. but still far from connecting that information to the world beyond. The twist? Legacy CRMs lack the spatial context you so desperately need. In an age where the place is as relevant as information, why are we still flying blind? And the good news: Geo-intelligence with  Dynamics 365 Map  can put your CRM and your business where it needs to be. Smarter scheduling, real-time routing, better territory planning, and informed decisions that make sense. And the good news? You won't need to juggle six apps to make it happen. Rise of Ge...

Choosing the right appointment scheduling software is not an easy task! There are multiple things to consider, like compatibility, integrations, features, and more. Microsoft Bookings is one of the popular appointment scheduling platforms, and a lot of users look forward to using it. But is MS Bookings the right platform for Dynamics 365 users? Or should they use the Calendar 365 plugin specially designed for Dynamics 365 users? So now it’s  Microsoft Bookings Vs Calendar 365! Dynamics 365 users, find the right fit for your business and get all the answers in this blog. MS Bookings – Who can use it? Microsoft Bookings is a software that allows your customers to book appointments with you. It comes as a part of Microsoft 365 Business Premium, Business Standard, and Office 365. So, if you are subscribed to any of these, you can start using MS Bookings immediately. A scheduling platform takes away the trouble of managing and booking appointments with customers. MS Bookings works best ...

Territory management helps the Sales team manage region-wise sales and marketing campaigns. Dynamics 365/CRM provides default functionality for creating and assigning territories to CRM users. You can create a new territory and assign it to a Manager and an account from the Dynamics CRM backend. However, managing territories within CRM requires performing many manual tasks. In addition, the default territory management functionality in Dynamics CRM has several limitations. To overcome these limitations, a  Dynamics 365 map integration —AppJetty MappyField 365—provides an overview of all your sales territories, allowing you to easily create and manage them geographically from the map. With “MappyField 365,” you can create and manage territories and assign them to managers and accounts directly from the map. Additionally, you can merge and expand territories based on different “Search Options.” Veronica, a general manager in a pharmaceutical company, manages medicine sales. Her respo...