Introduction MappyField, a powerful plugin for Dynamics 365 CRM, introduces the
Custom Scheduled Board as an essential feature for streamlining work order
management. This tool is designed to provide users with a tailored, intuitive
interface that...
As a Sales VP, you may want to explore new territories but are unsure about
creating one. This is where the Draft Territory feature in the Dynamics 365 map
plugin comes in. In Dynamics 365 MappyField, we provide a Draft Territory
feature that allo...
Managing CRM user territories in Microsoft Dynamics 365 can often be complex and
challenging for the department head or the admin user. As an admin, you need to
balance and manage territories continuously. It would be immensely helpful to
have acc...
As a manager overseeing sales/marketing activities, I find it crucial to manage
sales representatives and field executives effectively. You must assign
territories and activities to achieve sales targets. Microsoft Dynamics 365
provides a geograph...
Territory management can be challenging. It’s true. Even when you follow best
practices, there are times when territories overlap, are double-assigned, or
aren’t mapped out properly or evenly distributed. To help correct some of these
issues, we w...
To maximize the potential of targeted markets, organizations create sales
territories based on factors such as customer segment, geography, sales
potential, history, or a combination of these factors. Creating sales
territories not only helps the ...
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...
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...