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  To understand how MappyField 365 can help the finance sector, it is important to understand the challenges it has been facing for years. There are some common challenges like visiting unknown locations, difficulty in managing appointments, and much more that any Insurance company, Bank, or Stock Broker would have surely faced. Before we jump into the solution, it is important first to understand those challenges in detail. Some of the Major Challenges Faced by Finance Industry 1. Visiting Unknown Locations Agents are always on the move, meeting clients, checking out properties, and attending events. But half the time, they navigate places they have never been. Now, let’s be real – trying to find your way in unfamiliar territory can be a real headache. They have to constantly check Google Maps, hoping they don’t take a wrong turn and end up in the middle of nowhere. It’s like playing a game of “Where’s Waldo?” but with higher stakes. And let’s remember first impressions. Showing u...

It is difficult to manage a large volume of customer data in the CRM and leverage it to run a successful business. However, with transforming technology, tools like Dynamics 365 Maps are making business operations for manufacturing firms easier. Compared to how manufacturing businesses managed their data a decade ago, today, plotting customers on the map, managing supply chains, or following up on activities can be done with a single tap! In this blog, we will examine how mapping tools for your CRM can bring unexpected digital transformation to your business. What is a Dynamics 365 Map? It is a mapping plugin for Dynamics 365 CRM. The geo-mapping plugin easily boosts a business’s productivity when managing on-field sales, supply, and marketing. This mapping plugin is a great tool for on-field teams and off-field professionals, such as managers or business owners. Let’s look in-depth at how this map tool can benefit your manufacturing business. Dynamics 365 Map: Why It is Best for Man...

Managing tasks, scheduling meetings, and monitoring your employees’ schedules can be tricky at times. You may wonder what can go wrong with these activities if you have a CRM like Dynamics 365. Although Microsoft’s Dynamics 365 Calendar offers useful features to improve team collaboration and task management, it still has a few limitations. Especially for IT companies where you have to manage every team member and ensure their productivity, Dynamics 365’s existing features can become a problem. You need a single plugin that makes internal and external collaborations seamless. Thanks to Calendar 365, a Dynamic 365 plugin that offers: Activity progress monitoring Collision-free appointment scheduling Managing resource schedules Task assignment Easy data visualization Event booking Simply put, if you want to encourage seamless collaboration of teams and clients, Calendar 365 is for you. Let’s explore some of the core regions where this advanced Dynamics 365 Calendar can help you better m...