Re-Defining Location-based analytics each time: Maps integration within Dynamics 365 CRM with Real time Field reps tracking, Land area mapping, Advanced Territory assignment et al!

And the wait is over, you favourite Maps integration app for Dataverse (Power Apps) and Dynamics 365 CRM, Maplytics is back again with May 2021 release with advanced features like real-time tracking for field reps, assigning territories on defined rules and conditions, Land area visualization, enhancements in Detail Map & Check-in feature, and much more.… Read More »

Click2Export: Automate Dynamics 365 Data Export – PDF, Word & More!

Exporting and sharing data from Dynamics 365 CRM – both internally and externally – is an all-time process. Normally employees spend 25% of their time per week on exporting data manually from CRM. And to err is human which results in a major portion of data that is exported being insufficient or inaccurate. These are… Read More »

Visualize Dynamics 365 CRM Relationships & Connections in Mind Map View

Time is one of the most important resources in any organization. Business professionals are increasingly seeking time-saving productivity tools that can allow them to focus more on business-centric decision-making rather than data organization or other redundant tasks. Organizations that use Dynamics 365 CRM / Dataverse (Power Apps) have a great advantage for being productive due… Read More »

How automation of Lead and Case assignment in Dynamics 365 CRM using Round Robin or Capacity Algorithm can result in higher ROI

The key to sustain success in any organization is through maintaining deeper customer relationships. And it all starts with Leads. The Leads are pursued and turned to Opportunities and then eventually converted to Customers. You have to give your 100 percent, find out what the customer needs – their goals, preferences – and make sure… Read More »