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  Choosing the right appointment scheduling software is not an easy task! There are multiple things to consider, like compatibility, integrations, features, and more. Microsoft Bookings is one of the popular appointment scheduling platforms, and a lot of users look forward to using it. But is MS Bookings the right platform for Dynamics 365 users? Or should they use the Calendar 365 plugin specially designed for Dynamics 365 users? So now it’s Microsoft Bookings Vs Calendar 365! Dynamics 365 users, find the right fit for your business and get all the answers in this blog. MS Bookings – Who can use it? Microsoft Bookings is a software that allows your customers to book appointments with you. It comes as a part of Microsoft 365 Business Premium, Business Standard, and Office 365. So, if you are subscribed to any of these, you can start using MS Bookings immediately. A scheduling platform takes away the trouble of managing and booking appointments with customers. MS Bookings

  Earlier, field agents could check in and check out for the appointment using  Dynamics 365 map  plugin. But now we are adding one additional feature named pending check-in and check-out. With this feature, you will get the list of pending check-ins/check-outs and your user has to add a reason for late check in. Here is how this feature works. => First, go to the  Map > Plot  and select the Entity, such as appointments. Now click on the “Search” button, and the Appointment will be plotted on the map. Now, Click on any appointment pin and click on the  Check-in  button from the right panel. => If the user checks in the appointment late, then they need to add a reason for the late check-in. => If Check-in is pending, then users will get the error message when they try to check out. => Admin can approve or reject the pending check-ins by navigating to the  Check In-Check Out  tab. You have to select the  Pending Check-In  view. Here you can see all the pending ch

  Dynamics 365 map  gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the  Advanced Setting . Step 1:  After navigating to the Advance Settings, you will see the  Sales Territory  option in the  Business Management Setting . You can manage territories and their geography from the  Sales Territory  setting. Step 2:  After clicking on the sales territory, you will get the list of  All Territories . You can also create new territories and their geography by clicking on a  New  button. Step 3:  After clicking on the  New  button, you can add a new territory and its geography. Step 4:  Enter the  Territory Name  and Save the territory. Once you create a new territory, then you can define the geography of that territory. Step 5:  By clicking on the  Define Geography  tab, you can define Region for that territory. Click on  Territory Management  and then plot the area by click

  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

  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

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

  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