AppJetty

  Appointments are a medium for businesses to work smoothly. An online appointment tool can actually help you uplift your business by providing a smooth customer experience. Microsoft Bookings can help you with that! It is one of the most talked about appointment scheduling tools. So let’s find out what the buzz is all about! Microsoft Bookings – Gist of it MS Bookings is an online appointment scheduling software for MS 365 users. The software targets small businesses to help them simplify the appointment booking process. The software comes with unique appointment booking web pages, which would allow customers to select their preferred service, date & time of the appointment, and the staff member, if specific. Talking about what happens in the backend, the admin can set staff availability, set working hours, buffer time, types of services, and much more. MS Bookings gives customization at almost every step to make it compatible with your specific requirements. Let’s

  In this blog you will learn how to filter activity based on a custom field in the entity calendar. The activity type filter allows you to filter activities based on the type such as email, phone call, task and so on.  You can also use the Due filter to see the activities that are due today, tomorrow, in the next seven days, and so on. So, let us learn how to add a filter activity in a custom field using entity calendar. Step 1: Navigate to the AppJetty Calendar 365. Click on “ Calendar 365 ” from the apps list and navigate to the custom calendar of Calendar 365. You will navigate to the custom calendar of Calendar 365. Here, you will see three types of calendars: 1) Resource Calendar  2) Customer Calendar 3) Entity Calendar From the top-right corner, you will find the ‘Settings’ (gear) icon to configure Calendar 365 settings. By clicking on the ‘Settings’ icon, you will get the configuration of the Calendar 365 in the new tab. You will see the  separate configuration

  Before visiting multiple clients, you need to plan a visiting route. Mappy Field provides functionality to plan your visiting route according to Start Location, Time, Start Date, End Date, Visiting Duration, and more. The visit planning feature is helpful when you are not able to decide what is the best route according to time. The visit planning feature saves you time and gives you the best route. Here is how you can decide the route in Dynamics 365 Map . Step 1: In MappyField’s navigation bar, click on the Visit Planner Button. After clicking on the Visit Planner button, the side panel will open up. Step 2: Fill in the Details of the Side Panel. Once you fill in all the details, Mappyfield will show a Visit Planner. Step 3: Based on the start location, you see a list of all customers. Step 4: Next step is select the customer whom you want to visit. Once you fill in all the details, click on the arrow. Step 5: After processing the data, you can see the result.

  When you have new client details, there are chances that you don’t have geocode data of those clients. In that case, MappyField provides a functionality called Assign Bulk Geocode process. Based on customer address, city, state, zip code, and country, Dynamics 365 map will provide geocode data of those customers. Having geocode data will help you to get customers’ locations. Here are some steps that will help you to assign bulk geocode to the customers in Dynamics 365 Map. Step 1: Navigate to the CRM side and select [Your Model Driven App] Step 2: Once you navigate to the CRM then, go to the Account or Contact Section, depending on where you want to generate geocode. The below image is one of the contacts. As you can see, this contact does not have a latitude and longitude. Step 3: In the CRM ribbon (navigation bar), you can see the Get Geocode ribbon button. Step 4: Click on the Get GeoCode button and a popup asking to get geocode for all records will open up. Cl

Delivery date plays an important role in an ecommerce business. Due to this reason, businesses have started integrating Delivery Date plugins to allow customers to choose their preferred delivery date and time. These features bring a huge difference in the quality of customer service you offer. Apart from customer satisfaction, this plugin brings a huge difference in how businesses manage orders. To simplify delivery date management, we have added a few more features to our  Shopify Delivery Date  Manager plugin. Let’s find out how our plugin can benefit Shopify Store owners. Updated Dashboard A dashboard can simplify the whole order management process. There are minor changes we have made in our Dashboard. As you all know, we offer three different types of delivery options, namely, Shipping, Store pickup, and Local Delivery. You might want to offer only one type of delivery service, or two, or maybe all. You can simply enable those delivery options from your Shopify store

  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