AppJetty

  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...

  There are different ways to get feedback from the customers regarding their experiences with your organization as well as your products/services.     Even with many platforms available to communicate with your customers, good old surveys make for the best way to get their feedback in a more organized way. Especially if your survey tool is well integrated with your CRM, then you can craft, send, and analyze the surveys; right from your CRM. If you use Sugar or Suite CRM, then maybe you would like to check out our survey module:   Survey Rocket . Created natively to work with both these CRMs and is equipped with advanced features like Data Piping, Skip Logic, Survey Automation, etc. Back to customer experience surveys. One of the best ways to assess your customers’ experience with your organization is to send out Ratings or NPS surveys. The key to the success of these surveys lies in understanding when’s the right time to send them. Is it just after they’ve received ...

  Data can be too much sometimes. Even if it is visually plotted for you. It’s easier to understand but not really easy to analyze.   So, in this blog, we are going to explore the feature of the summary card that most of the   Dynamics 365 map integration   tools are equipped with. For the demonstration purpose, we are going to take MappyField 365. What is Summary Card Feature? The Summary Card feature allows users to get detailed and summarized information of the plotted data on the map like potential revenue, net value, etc. By getting aggregated information, users can quickly analyze and devise their strategy for a particular region! Here’s how you can configure and access the summary card feature. Summary Card Configurations Step 1: Navigate to the Entity Mappings Find the “AppJetty” tab from the Dynamics 365 dashboard and navigate to MappyField 365 → Entity Mappings. Step 2:   Click on the entity for which you want to configure the Summary Card details Here...

Previously, we wrote all about   market research survey . What it is, why conduct such surveys, types of market research surveys, and more. In this blog, we are simply going to cover how to craft a market research survey using our Sugar CRM extension, Survey Rocket. Step 1: Install the Survey Rocket into the SugarCRM. Log-in as Administrator into SugarCRM. Navigate to the   Administration   page → Click on   ‘Module Loader’   to install the package. After a successful installation, you can see the Survey Rocket in the Installed plug-in list in the ‘Module Loader’ page. Step 2: Activate the plugin Enter the License activation key provided by AppJetty. Then click on   Validate   and then save the settings to activate the plugin. Step 3: Create a Market Research Survey After activating the Survey Rocket plugin, you will get the Survey related options in the SugarCRM menu. You can create a survey either by choosing a template from the Survey Templates opti...