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To maximize the potential of targeted markets, organizations create sales territories based on factors like customer segment, geography, sales potential, its history or the combination of all these factors. Creating sales territory not only helps the company to earn better but also the sales team to forecast proper targets and achieve them. But managing sales operations with various territories is not always easy. Especially for the sales managers. So, for better territory management as well as your sales team management, we are going to show how to create, assign, re-assign, and manage your sales territories from a single screen in Dynamics CRM 365. By default, Dynamics 365 provides its users with the functionality of creating and assigning territories. And here’s how you can create Sales Territories from the Dynamics CRM: Step 1 : Creating a Sales Territory and assigning a sales manager Navigate to Settings → Business Management → Sales Territories . - By clicking on S

The more scattered your data is, the harder it gets for you to understand and make any decisions. Moreover, to understand your current customer base as well as your opportunities and leads, it is imperative to have an overview of all your accounts, contacts, and leads. So, in this blog, we are going to show all the Dynamics CRM users out there how to plot Entity Records on a map right from the CRM. The Dynamics CRM itself provides this functionality of adding an Entity record on a map.   Step 1: Enabling Bing Maps To enable Bing maps, go to the Settings → Administration → System Settings. By default, the General tab will open. Scroll down to the “Enable Bing Maps” option and select the “Yes” option to enable the Bing Map. Press OK to save the changes. Step 2: Plotting entity records on the map After enabling Bing maps, go to any entity record and edit it. Find the ‘Form’ or ‘Form edit’ option. By clicking on it, the PowerApps tab will open. Selec

Are you a business owner who’s already made it big in domestic markets? If yes, then what’s your next venture? Out of umpteen ideas running through your mind, one must surely be of taking your business global. And it’s a great idea without a second thought. But have you braced yourself for effective website translation? Yes, you heard it right. While people often focus on building personal relationships, localizing marketing efforts and products and whatnot, they often overlook this aspect. You may be thinking that website language translation is a cakewalk – with Google Translate API. But we are afraid you might be wrong there. Mere translation using a Magento 2 Multi-Language support extension or any other such extension that uses Google Translate API isn’t enough. Understanding what all other details you need to take care of besides simply using an extension or app is also crucial. Let’s walk you through things to pay attention to when you translate a website for globa