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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...

  We live in a digital era where everything is bought, managed, and sold online. Just think how many things you have bought online in the last one year. And as a business owner think about the number you have sold online. Today almost anything and everything is bought and sold online. The Internet is not only making us a global village but also changing the way we shop or sell things. According to Statista, it is predicted that eCommerce is estimated to reach US$2,437,768m in 2020 . This is a huge number and due to pandemic and I am sure this number might have exceeded. In the current times in addition to pandemic there are millions of businesses that have come online to survive and earn some money. But running an eStore is not easy in any way. There are a lot of things that go into bringing businesses online. Let’s see some of the issues that store owners face while growing their business: Constant Competition: Running a business is not an easy job....

  With the usage of Microsoft Dynamics 365 increasing in popularity for businesses across the world, there is a higher demand for standard functionality and improved user experience. Calendar view provides time-centric activity in a more meaningful and user-friendly way. Setting the calendar view in the dashboard allows you and users to check the current activities from the Dynamics System dashboard.   In this blog, we talk about how to embed the calendar activities of Calendar 365 into the Dynamics Dashboard. Please follow the below steps: Step 1: Add ‘Calendar 365’ pages in the Dynamics 365 app From the Dynamics 365 app dashboard, go to   Apps   Sitemap editor and open IN APP DESIGNER. Click on ‘Edit Site Map’. Step 2: Select Group & Subarea Select the group in which you want to add the Calendar 365 page and then click on + and select   Subarea . Under the ‘Subarea’ setting, select the below properties: - Type = Web resource - URL = final calendar (For Res...

  Being a Sales Manager / Head of the team, you need to understand and survey the current sales activities, planning for upcoming leads/opportunities, and any pending inquiries. So you will require specific records for the sales to boost the sales activities and keep all the work in line. Dynamics 365 map integration   provides to search the category wise records for the selected entities from the map. From an individual ‘Category’ option, you can easily choose the category to the entity records. Follow the below steps to search the category wise entity records: ▼ Select the Entity and plot the records ▼ Select the category for the entity (Records will plot as per the Category selection) ▼ Navigate to the selected entities from the right-side panel (Category Slider) Step 1: Navigate to MappyField 365 Select “MappyField 365” from the Dynamics 365 dashboard or app list from the header. Step 2: Plot the records on the map Plot the records on the map by selecting the ‘Entity’ and ...