Posts

How to Add Asset and Route in the Map

Image
  How do you manage routes for different assets (trucks)? Some might carry hazardous material or be extra large to fit on smaller roads! We have provided  Asset Management  in  Dynamics 365 MappyField  so users can easily plot their route by trucks (assets). You can see the assets list from the  Asset  tab, which is shown in the image below using  Dynamics 365 map plugin . Step 1:  You can add a new asset by clicking on the  New  button. Step 2:  You need to enter the truck details that are required, and you can select Hazardous Material, if need be, like in the image below. Step 3:  After filling in the required details,  Save  it. Once the detail is saved, you can see all the assets listed in the Active Assets. You can also  Edit & Delete  it as per your requirement. Step 4:  You can use these Assets (Trucks) when you define a route to transport the products. Enter your waypoint and then click on the  Truck  icon. Step 5:  Now insert the Asset details like truck ty

Boost Your Mobile App Sales This Holiday Season

Image
  Christmas means the shopping season. There are a lot of discounts, sales, and promotions going on to encourage customers to buy more. Companies use all possible mediums to reach out to their customers. We all know how much time people spend on their phones. This would be a great opportunity to market your products through a mobile app. There is a lot that m-commerce can offer. With the help of holiday-themed marketing campaigns, you can definitely drive more engagement. Your app would see more app installs and sales. You need the right strategy to market your app this holiday season. We will share some marketing ideas for your mobile apps, so you have a fruitful Christmas. How long do you want the sales to go on? The holiday mood starts in November and goes on till February. There are a lot of variations that can be made in these four months to attract more customers. We mostly expect the sales to increase around Christmas, but it may come as a surprise to you, all the cam

Scheduled Delivery: A Perfect Way to Boost Sales This Christmas

Image
The festive season is around the corner. You would try the best possible theories to improve your sales as a business owner. You will offer discounts, have Black Friday sales, and whatnot. But did you know you can improve your sales by improving the functionality of your store? Customer experience plays a huge role here. We all know how much this factor can make a difference in your sales number. One way to achieve this is to upgrade your Shopify store, and our  Shopify Delivery Date  app is the perfect example. The app adds functionality to your Shopify store, allowing customers to choose the delivery date and time. Let us learn how you can schedule delivery by integrating the Shopify Delivery Date app. How to plan a Scheduled Delivery in an eCommerce Store? Let’s start with an obvious scenario where a customer orders a product from an ecommerce store. The delivery schedule shows that the order will be delivered to the customer in 5 days. But the customer is going out of town

Calendar 365: Best Alternative to Calendly for Dynamics 365 Users

Image
  Calendly is one of the most loved appointment scheduling platforms with over  10 million  users. But is it the best choice for all kinds of users? Probably not! If you are an individual or a small business, you have to compulsory purchase a paid plan if you want to have access to their advanced features. If you are a Dynamics 365 user, you have to pay extra to Zapier to integrate your CRM. This will add up the price, which is not something everyone can afford. Even if you can, you don’t necessarily have to! We have a much much better solution for you! Calendar 365! There is a lot to compare between Calendly and Calendar 365. This article will give you clear insights into why we say Calendar 365 is a great alternative to Calendly. Calendly – Overview Calendly is a meeting scheduling app that helps you manage your schedules efficiently. It is loaded with all the features that scheduling software requires. The app includes workflows and integrations that work best if

Microsoft Bookings Vs. Calendly: Which One is Best for Dynamics 365 Users?

Image
  One of the most challenging parts of a business is managing time with prospects and existing customers. Scheduling appointments with new and existing clients and managing time with all is a tough task. To manage appointments, businesses often use a scheduling app. There are so many in the market, but there is an ongoing debate between MS Bookings and Calendly. These two platforms have similar intent but are quite different in terms of features and pricing. So if you want to know what will fit the best to you as a Dynamics 365 user, stay here. By the end of this blog, you will have an answer! Microsoft Bookings Microsoft Bookings is an appointment scheduling app and a part of Microsoft 365. With its easy-to-use interface, you can use it to manage appointments and schedules. It becomes easy for customers to book, reschedule or cancel meetings. MS booking is compatible with small-sized businesses. It is also integrable with Outlook and other private calendars of your websi

How to Quickly Create Activity in Mappyfield Dynamics 365

Image
  To make the process of creating tasks and appointments easy, you can directly create activities from Dynamics 365 map. Using Quick Create Activity, all you have to insert the form details. You can create an activity that is configured in the Entity to map from the  Settings . Here is how you can create an activity in  Dynamics 365 Mappyfield . Step 1:  Open the  Map  section, right-click on the map, and click on the  Create New Activity  button. After clicking on  Create New Activity , this type of pop-up will open up. Step 2:  Here, you can see the activity list, which is configured in the entity to map. Select one  Activity  and click on the  Create  button. Users don’t need to open a CRM; they can directly create an activity from here. Step 3:  Enter the details required to create an activity and then click on  Save and Close  button. After saving the activity, you can see the activity is plotted on the Map.   All product and company names are trademarks™, registered

How to Create Draft Territory in Mappyfield Dynamics 365

Image
  As a Sales VP, you might want to try new territories, but you are not sure about creating one. That is when the draft territory feature of the  Dynamics 365 map  plugin comes in.  In  Dynamics 365 MappyField,  we have provided a  Draft Territory  feature with which you can create draft territories. Such territories will be saved as drafts and not in CRM. You can apply such territories to the map whenever you need it.  Step 1:  To create a Draft Territory, open  Territory Management  and select the Search Option. For Example, select by Region ➤ Country ➤ Enter UK, then click on  Plot .  Draft Territories will not be in the Territory drop-down (in the territory list). Users can save territory from the draft, or if they don’t want to create territory, they can also draft territory. Step 2:  Now click on the  Hand Tool,  which will be used to select the plotted territories. Step 3:  After selecting the tool, right-click on the territory and click on  Create New Territory .