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  When a salesperson is on the field they need their software to support them and give them all the details quickly. That’s why having a collection of information about each record right in the app is a great way to do it. These tooltips are set up to appear only when you look for them. The sales manager or DynamicsCRM user with administrator rights can configure the entity details in MappyField 365 to be displayed in the Entity Records (pushpin) details. Once the DynamicsCRM records are plotted on the map, your team member will get the record details as you have configured in ‘Entity Mappings’. MappyField 365 users will get the highlight of the records by hovering the mouse over the plotted record (pushpin) and by clicking on the record, you will get the details of the record in the detailed slider. Tooltip   shows quick information about the record when hovering the mouse cursor over the pushpin and   Detail attributes   appear in the detailed slider by clicking on the specific recor

  To find the correlation and causality of a particular change in data, you need to see it in relation to other data sets.   And what better and efficient way to do so by plotting multiple entities or data sets on the map. So, in this blog, we are going to demonstrate how to plot multiple entities on the map using Dynamics 365 map integration. Additionally, we’ll also show how to categorize the plotted records. For demonstration purposes, we are using MappyField 365. There are many other mapping tools available on MS AppSource that natively connects with your Dynamics 365. In the MappyField 365, you can easily plot the multiple records and views on the map. The purpose of this feature is to show multiple entities’ data on a single map with the help of the layer menu that enables you to show/hide a particular layer(s). Note:   You can plot a maximum of five entities at a time. So, you can select categories for five entities and plot categorized data by selecting a specific category fiel

Analyzing CRM data properly is as important as collecting data to reach the right decisions. Just as the ways to collect data differ as sign up forms, surveys, calls, etc.; ways to analyze that data differ too. And data visualization is one of the most important ones among them. The human brain is wired for visualization Never found a newborn reading a book, have you? But found the same baby reacting to visuals? YES! Does it click something in your mind? That humans have that innate ability to understand visuals faster. The same logic goes with CRM data. Rather than analyzing complex data in the form of numbers and figures, visualizing it makes it much easier and faster. Various plugins like Dynamics 365 map integration for Dynamics lets you plot CRM records on the map. This entity mapping like Dynamics CRM field mapping not only makes data presentation aesthetically better but also easily comprehensible. Now that you have understood the co

The only success mantra for any manufacturing company is prompt deliveries. Whether it is for the stores, suppliers, warehouses, or distributors, they all directly deal with their customers. Hence, having a streamlined supply chain is very important for customer satisfaction and overall experience. Let’s understand how visualizing Dynamics 365 records on the map can help you plan a better supply chain and deliver more in less time! Sales Team By visualizing their suppliers and distributors on the map, the sales rep can plan their visits with the help of an optimized route. When on the field, they can optimize the route with navigation. As a result, they can plan more meetings with the distributors in a single day and improve their overall performance. By using features like territory visualization, reps can see where the distributors and other stakeholders lie. And they can have a quick glance at each of the assigned ones. In case any appoin

Once upon a time, the salespeople out on the field who used to drive around, meeting clients, closing deals are now at home, in a dilemma of to sell or not to sell? When things are different now, businesses can not operate as usual. On the flip side, the best sales advice you might have right now is,  of course, yes, this is the perfect time to sell. But with a different approach. Kindness will make you a winner Because people will remember you for it. The majority of businesses, large and small, at present are stepping up and giving back to society. For example, gyms giving online exercise lessons, celebrities coming online, trying to support people mentally. So, the best way to move forward would be to use this time to support your prospects & clients. Hear them out, and offer help. Here is how: What you can do strategically – Emphasize that businesses are stressed, some slowing down, some picking up the pace because of the current demand trends. How

What does it take for a Finance or an Insurance company to be successful? First and foremost, an army of on-field agents with a friendly attitude, and market knowledge. But most importantly, a decent route mapping software because your reps have to get to their visits on time. And the time spent in the office, juggling client records, trying to map the right route, grouping prospects, calculating traffic would take most of the time of their day. While your Agents work independently, arming them with Dynamics 365 Mapping tool would help organize their entire schedules seamlessly. With the Dynamics CRM Map Integration , it will be easy to access the current client database and map their records. And that’ll their playground. Here’s what more they can do with it: Insurance  From a single map, where you can find all your customers, it gets easier to route a map and optimize it to save time and resources. Your reps can make their drives productive with the

Healthcare employment is expected to grow by 26% by 2022 as per the Bureau of Labor Statistics. Health care is a growing industry, because of multiple factors. Among them, Human Population is one of the most factors because, with a larger population, demands for healthcare essentials would only grow. Data suggests that the population in the United States is projected to increase by about 10.8 percent. This means that there will be more competitors wanting to make their brand name. Hence, in order to grow your capital, the performance of Sales & Marketing matters the most. Because once your product gets a positive response, it is only going to grow. Because people would not want to experiment much when it comes to their health. So, how you can improve your name in such a huge and competitive market? The answer is with prompt and improved on-field performance. How? Let’s find out. Any pharmaceutical company into drug manufacturing needs to concentrat

A sales territory is an area that is under the charge of a specific sales rep or team. Generally, companies create territories based on a number of factors including data, potential, geography, product, industry, demographics, purchase history, past customer relations, etc. To ensure the efficacy of your territory strategies and assess their success, evaluating how your sales teams are performing to achieve defined targets is indispensable. You may need to know not only about targets but also about: How well are your reps handling their respective customers? Has there been a significant increase in opportunities in a particular territory? Are the sales reps experiencing work overload or underload? What is the geographical reach of a territory? Seems that you should have all this important information, doesn’t it? However, volumes of sales data in monotonous excel sheets can assess data a really tough job. Here comes into play a full-fledged Dynamics CRM