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How to Stay on Top of Tasks and Activities in Dynamics 365

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  An interactive interface, scalability, and ease of customization make Dynamics 365 a popular CRM. However, managing your activities, tasks, or appointments in a separate calendar can be cumbersome.   Going back and forth between CRM and a separate calendar may consume both your time and effort. It may also lead to more errors like forgetting an account-related activity, double assignment of the same activity to different resources, etc. Due to all these errors and issues, the overall productivity of your organization may go down. However, you can avoid it all with a feasible solution - a Dynamics 365 Calendar plugin. In this post, you are going to learn how to manage all your activities, tasks, and appointments seamlessly with a plugin. How to Make the Best Use of a Dynamics CRM Calendar Plugin A   calendar plugin   can help you if you know how to make the most of it. Here are the ways for that: >   Segregate Assigned Activities Well It often happens that in case of multiple users

Streamline your Activities with A Dynamics 365 Calendar Tool

Days are running fast, and so is life! In this fast going life, people sometimes forget about their meetings and other important work. Here comes the role of the Dynamics calendar365. The calendar helps manage activities, making it easy to manage tasks, appointments, calls, etc. Dynamics 365 calendar also consists of an activity calendar. It provides features like multiple language support, mobile compatibility, drag-and-drop reschedule, and many more. What can the ideal Dynamics calendar365 do? Calendar Sharing A shared calendar is a good calendar. When you know your employees' schedule, there are less likely to have collisions when planning events and appointments. With a bird's eye view of this, everyone can work more efficiently. Tracks Productivity The calendar helps to manage tasks given to the employees. It helps track activities and overviews the daily tasks and schedules. Utilizing Resources It helps to find available resources easily. This helps to plan schedules and

How a Store Locator Can Help a Multi-Store Online Business

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  Walking into a physical store and browsing an online retail site for shopping products online are different experiences. Again, both in-store shopping and online shopping have their own pros and cons. However, the future of businesses today is a hybrid model of both online shopping and in-store shopping. Hence the term BOPIS (Buy Online, Pick-Up In-Store) model. If you are a store owner with multiple physical stores, you can benefit from a multi-store locator extension like our Magento 2 Store Locator. You can configure multiple stores in the store locator and display them on your retail site. Customers can locate and select a store of their choice for product pick-up. Highlight Features of Magento 2 Store Pickup Extension Our Store Locator and Pickup Extension enables your customers to locate stores easily and pick up products with ease. Following are a few highlight features of this store locator extension. > Easy Product Assignment to Store

Dynamics 365 Field Service Management Software: Simplify Territory Management

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  For any organization with on-field sales services, sales territory management is a crucial aspect. In this post, we are going to explain the full concept of sales territory management. Sales territory management is the process of defining and assigning territories to sales reps. Well-managed sales territories help attract more potential clients and sales. If you are a sales manager, you must understand that defining and assigning sales territories isn’t enough. It is important to track the progress there, manage existing client relationships, and achieve the sales goals.   A mapping tool like Dynamics 365 Field Service Management Software for Dynamics 365 can help you with territory management. You can manage your on-field workforce more efficiently with a mapping tool and boost your productivity. Effective sales territory management has several benefits as follows. Enhances current client relationships Saves travel time, effort, and costs Enhanced coverage of prospects Enhanced bran

A Guide to Email Survey Templates: Basics, Benefits, and Types

  The number of emails sent and received across the globe is forecast to reach   361.6   bn by 2024. It indicates that emails are an important means of communication. When it comes to businesses, they are even more valuable. Among all types of emails for commercial or business purposes, survey emails are crucial. They are more personal and engaging and help collect high-quality responses and leads. However, crafting an email survey may not be an easy task - even for marketing veterans at times. Email survey templates can be of great help in situations where you are not sure of what or what not to include. This post is going to walk you through all you need to learn about email survey templates. What are Email Survey Templates? Before understanding email survey templates, you should first understand the meaning of an email template. An email template is basically a reusable HTML file that you can use to create email campaigns. Similarly, email survey templates are pre-built customizable