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Managing activities based on regions or areas can be challenging for managers using Dynamics CRM alone. However, it is important to have an overview of sales, marketing, or services based on different regions and areas. Microsoft Dynamics 365 prov...
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Territory management helps the Sales team manage region-wise sales and marketing campaigns. Dynamics 365/CRM provides default functionality for creating and assigning territories to CRM users. You can create a new territory and assign it to a Mana...
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Earlier, field agents could check in and check out for appointments using the Dynamics 365 map plugin. However, we are now adding an additional feature called “Pending Check-in and Check-out.” With this feature, you will be able to view a list of ...
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Managing the tasks and appointments for the sales manager can always be challenging. As a sales manager, you should know when and where your team members are meeting with your customers. This information becomes crucial when it comes to achieving ...
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When you receive new client details, there may be cases where you do not have the geocode data for those clients. In such cases, MappyField provides a functionality called the “Assign Bulk Geocode” process. Based on the customer’s address, city, s...
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To make the process of creating tasks and appointments easier, you can directly create activities from the Dynamics 365 map. Using the Quick Create Activity feature, all you need to do is fill in the form details. You can create an activity that i...
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Reworking on any project or proposal wastes valuable time and money. Default templates can be customized for various purposes and audiences, saving you time. Templates have a unified appearance, making it easier for your team to quickly locate imp...
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Introduction When it comes to the holiday season, it is crucial to try to be efficient while not overworking oneself. Having to fulfill personal obligations and meet business-related objectives, especially during the holidays, makes it quite neces...
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