Tag Archives: Map Dynamics CRM

Providing XML as an input to your Custom Connector Actions

One of the projects we were working on was to integrate with a third-party API that accepted input in the XML format. This is a quick tip on how to pass XML in the action body when it expects JSON. When you try to create a request and add XML string to the body, you… Read More »

Send Email is now available on Mobile Apps and Tablets within Dynamics 365

Users can compose, edit and send emails from the Dynamics 365 Mobile App in Dynamics 365 -2020 release wave 2. Microsoft provides a new look and feel in mobile apps and tablets with compact layouts and stacked elements, optimized to give essential information at a glance. Also, users can create their activities from Accounts, Contacts, Leads,… Read More »

Daily, Weekly, Monthly or Annually – Schedule and Automate Bills Generation in Dynamics 365 CRM/Power Apps with Recurring Billing Manager!

Do you find it hard to manage multiple billings in Dynamics 365 CRM? Do you find it tedious to keep track of overdue payments? Don’t look further! Recurring Billing Manager – our popular billing app for Dynamics 365 CRM/Power Apps is just what you need! With a new name, new look and a very user-friendly… Read More »

Heard about this? Sales Territory Management in Dynamics CRM using Maps

Territory Management has always been an important part of every business not just to improve sales and revenue potential but also to get a strong hold of customer and market segments. In Dynamics 365 we always had the option of creating territories since inception. Our aim has always been to extend the existing Dynamics CRM… Read More »

Route Optimization for your Field Reps within Dynamics 365 – Save Time, Fuel and probably a client!

Reaching on time is one of the most crucial goal for sales and service field reps. Field Reps spend more time in traffic and traveling than meeting and appointments with the customers or prospects. The key to success in increasing productivity of salesperson is to reach more clients while optimizing travel time, mileage, and saving cost.… Read More »

The first step towards Situational Intelligence with Dynamics 365 and Maplytics

Geographic Information Systems or GIS for short has come a long way and has helped hundreds of businesses and many governments to better manage their assets and resources. Situational Intelligence helps an organization to take into account their business data (CRM or ERP), their operational data (IoT, Sensors, etc.) and external data (weather, fire, etc.)… Read More »

Meeting Quarterly Sales & Service Targets with Maplytics

In this data-driven economy, a Sales or Service Professional’s day is all about numbers. For their organization to be successful, engage more customers, and be ahead of the competition, the Sales and Service Teams set targets and try to achieve or exceed them. If the long-term goal of an organization is to gain a majority… Read More »

Maplytics August 2017 Release – Uniquely Yours!

Gear up Maplytics users, the Maplytics August 2017 Release is here, and it is power packed with new capabilities to further elevate your geo-analytical mapping experience within Dynamics 365 Customer Engagement! The new release has remarkable new features and upgrades to make your geo-analytics within Dynamics 365 more efficient! Our core focus for this release… Read More »

[Webinar] Experience Real World Examples of Mapping Solution in Dynamics 365

Recently we hosted a Live Webinar on 26th April, 10 AM GMT, and it was a phenomenal success! Responses received from the attendees were great, and everyone loved our Geo-Analytical Solution for Dynamics 365. However, interested people from other regions missed the Webinar due to the time zone difference. Now, we invite everyone who missed… Read More »

Maplytics Jan 2017 Release – Search on Maps within Dynamics CRM in Your Preferred Language

User productivity in Dynamics 365/CRM can be significantly improved by having the system for your users in their native language. This makes the business process and communication more efficient. Dynamics 365/CRM already supports multiple languages, so why should your favorite Dynamics 365 App be restricted to only one language. Today we are taking Maplytics –… Read More »