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How to Geocode Contacts and Accounts in MappyField

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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. Click on Ok.

Step 5: After clicking OK, an alert message saying geocoding is in process and will continue in the background will open up. Click on OK. This process will take a while.

Step 6: After the process is completed, you can check the latitude and longitude of the Contacts.

Step 7: Now you see that contact or account on the map.

Step 8: You can also check Non-Geocoded records. By clicking on the Non-Geocoded Record button from CRM navigation.

On clicking of Non-Geocoded Records button, it will navigate to the Non-Geocoded record Section. Here is a list of All Non-Geocoded records.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/geocode-contacts-latitude-longitude/

How Delivery Date Manager Simplifies Order Management for Business

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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.

Updated Dashboard-1

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 using our plugin.

If you add Store pickup, it will ask you to add store locations of all your offline store. If you want to offer local delivery options to your customers, you would add zip codes of all those areas.

You get a listing of all the orders and the required information like:

  • Order number
  • Number of items
  • Delivery date
  • Delivery slot
  • Comments/Remarks
  • Order placed on date
  • Status of order
  • Type of delivery
  • Current delivery status

Updated Dashboard-2

There are a lot of filters to use from so that you get a list of orders you are looking for. Filters will give better visualization. You will have only the required information in hand.

Updated Dashboard-3

You not only have viewing rights, but you can export the order list as well. You can export the list after using filters so that you have a list of specific orders only.

Email Notifications

Email Notifications

Keeping customers updated about the current status of their orders will surely reduce tickets, and your support team can focus more on handling complex situations that need personal attention.

When it comes to offering the best customer service, email plays an important role. It is an authentic medium to share required information with your customers.

Considering this fact, our Shopify Order Delivery Date Manager allows you to enable/disable email notifications. The emails are fully customizable. You can keep different email bodies for shipping and store pickup.

Similarly, you can change the email title and background color, add images, logo, etc. What refers to logos and visuals, you can create them with the logo maker or other design alternatives. Thus, every email sent using our plugin is customizable.

Cancel/Reschedule Delivery

Cancel Reschedule Delivery

Even when you ask customers for their preferred delivery date and time, there are chances that they might not be available to receive the order. In such cases, you have to make multiple delivery attempts.

This is a clear waste of time and effort for your delivery person. To reduce such incidents, allow customers to reschedule delivery times and dates.

Now, you might think that if customers change the delivery dates and times last moment, it will mess up your schedule. If the delivery guy is already out for delivery, there is no point in rescheduling.

As a solution to this, what you can do is set a time frame. Customers will be allowed to reschedule delivery only up to a configured time period. Admin can configure the time as per your workflow. Customers can only schedule in the given time frame.

You can add a “Reschedule Delivery” link on the thank you page. This will inform customers that they can reschedule the delivery in case anything important comes up.

Shipping Profiles

Shipping Profiles

To make the lives of admins a little easier, we have introduced shipping profiles. Shipping profile is a set of rules for specific locations and products. You can create a general shipping profile to use as a default for all the locations/products or create a custom profile for specific locations/products.

Shipping profiles work best for discounts, sales, and offers. You can add all your calculations, and it will show the result that fulfills the logic you have added.

You can set unique rates for certain cart amounts, weekdays, delivery dates, etc., by creating unique profiles for all.

Try Shopify Order Delivery Manager Plugin

If you have a Shopify store, our ODDM is a must-have plugin. It will simplify delivery management, and you will have more control over the small things that matter the most when it comes to personalization.

Get in touch with our support team and get details of all the other features.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/simplify-delivery-date-manager/

Calendar 365 Vs. Microsoft Bookings: Which one is Best for Dynamics 365 Users?

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 works best with small and medium-sized businesses.

When it comes to integration, MS Bookings integrates only with Microsoft apps. So you can sync an employee’s Outlook calendar with the booking appointments page automatically. However, you can’t integrate your personal website calendar or a Google calendar with it.

The major drawback here is that you have to be using one of their premium plans to use MS Bookings, as it comes as a part of the package. If you are not using those plans, you cannot use MS Bookings directly.

Calendar 365 – Who can use it?

Calendar 365 is an appointment scheduling plugin for Dynamics 365 users. You can schedule collision-free meetings, track different activities, monitor resource schedules, and improve visualization of any time box activities with a calendar view.

Not only appointment management but Calendar 365 is also an end-to-end activity management solution. With this plugin, it is easy to monitor upcoming as well as ongoing events.

Your CRM data is secure, as there is no need to export data. All the functionalities are added within the CRM.

Calendar 365 Vs. MS Bookings for Dynamics 365 Users

To make it easier to compare the two, here is the detailed comparison between the two:

Features

Calendar 365

Microsoft Bookings

Pricing

Best in the market! Request a quote now.

You need to buy a complete Office 365 subscription plan, which starts at 6$ per month.

User Interface

Easy navigation and clean interface. It’s simple to create new events and even edit existing ones.

The interface is quite cluttered and not user-friendly. You cannot easily add new appointments, change event details, or edit existing ones.

Customization

Offers a wide range of customization options. For example, you can set up custom emails, notifications, and even set up reminders.

You only have access to basic customization options such as meeting scheduling, email templates, and calendar views.

Integration

Integrates with Google and Outlook calendars to schedule meetings on Google Meet or MS Teams.

Microsoft Bookings supports integration with only Microsoft apps.

Time Zone Detection

Available

Not Available

Employee Scheduling

Available

Available

Group Scheduling

Available

Not Available

Why is the Calendar 365 plugin best for Dynamics 365 users?

Calendar 365 is specially made for Dynamics 365 users. Once you integrate it with the CRM, you will get access to all its advanced features within the CRM.

Its intuitive interface will make appointment scheduling activities easy. You get Resource, Entity, and Customer Calendar along with customization rights. With the number of features you get, Calendar 365 is an affordable solution.

If you still aren’t able to decide, let’s have a call. We would be more than happy to help you.

Contact Us!

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/calendar365-msbookings-dynamics365/

How to Approve/Reject Pending Check-in/Check-out in MappyField 365

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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.

Check-in MappyField 365-1
Check-in MappyField 365-2

=> If the user checks in the appointment late, then they need to add a reason for the late check-in.

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=> If Check-in is pending, then users will get the error message when they try to check out.

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=> 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 check-ins.

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Check-in MappyField 365-7

=> Admin has two ways to approve or reject pending check-in.

First is to select the pending check-in and click on the Approve or Reject button. Here admin can perform this action on bulk data.

Check-in MappyField 365-8

The second way is to open the record in Edit mode and select the status manually in the Check-In Status field.

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Check-in MappyField 365-10

=> All the approved check-ins will be shown in the Approved Check-Ins view.

Check-in MappyField 365-11

The same flow will work for the pending checkouts. You will get all the views like Approved Check In/Check Out, Rejected Check in/Check Outs, Pending Check in/Check out, etc.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/check-in-check-out-in-dynamics365-map/

How to Define Geographies for Existing Territories from CRM

 

Dynamics 365 map gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the Advanced Setting.

Geographies for Existing Territories from CRM-1

Step 1: After navigating to the Advance Settings, you will see the Sales Territory option in the Business Management Setting.

You can manage territories and their geography from the Sales Territory setting.

Geographies for Existing Territories from CRM-2

Step 2: After clicking on the sales territory, you will get the list of All Territories. You can also create new territories and their geography by clicking on a New button.

Geographies for Existing Territories from CRM-3

Step 3: After clicking on the New button, you can add a new territory and its geography.

Geographies for Existing Territories from CRM-4

Step 4: Enter the Territory Name and Save the territory. Once you create a new territory, then you can define the geography of that territory.

Geographies for Existing Territories from CRM-5

Step 5: By clicking on the Define Geography tab, you can define Region for that territory. Click on Territory Management and then plot the area by clicking on the Plot button.

Geographies for Existing Territories from CRM-6

Step 6: After the territory is plotted, click on the Hand icon, select the plotted area and click on create a New Geography option.

Geographies for Existing Territories from CRM-7

Step 7: You can see the list of geography, and you can add multiple geographies for one territory. Then Save the territory, and you can use this territory in MappyField 365 for plotting data.

Geographies for Existing Territories from CRM-8

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This blog is originally published on:
https://www.appjetty.com/blog/define-geographies-territories/

Boost Your Mobile App Sales This Holiday Season

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Christmas means the shopping season. There are a lot of discounts, sales, and promotions going on to encourage customers to buy more. Companies use all possible mediums to reach out to their customers.

We all know how much time people spend on their phones. This would be a great opportunity to market your products through a mobile app.

There is a lot that m-commerce can offer. With the help of holiday-themed marketing campaigns, you can definitely drive more engagement. Your app would see more app installs and sales.

You need the right strategy to market your app this holiday season. We will share some marketing ideas for your mobile apps, so you have a fruitful Christmas.

How long do you want the sales to go on?

Christmas shopping season

The holiday mood starts in November and goes on till February. There are a lot of variations that can be made in these four months to attract more customers. We mostly expect the sales to increase around Christmas, but it may come as a surprise to you, all the campaigns perform much better after Christmas.

Make a list of all the important days you want to target before and after Christmas. Now, if you are launching a new app or already have one, you can target specific holidays.

For example, if you are about to launch a dating app, Valentine’s would be ideal. You can start marketing campaigns in a few days. Or if you are launching an online shopping app, Black Friday, Christmas, Thanksgiving, and New Year would be ideal times.

When to start promoting?

5 Days Left

If you want to make the most out of the holiday season, it is best to start early. Customers would probably start searching for gifts in November.

So, if you start to market during that time, you are likely to catch more eyes. You can create a buzz about all the exciting things happening this holiday season.

You might need some changes in your app for ads. Ensure all the content is ready and goes well with the ad structure on your app.

App Store Optimization

App Store Optimization

When you run ads, a lot of new people are going to download the app from the app store. This means your app store content should be optimized as per your upcoming marketing campaign. The standard practice of app store optimization is to update the app description, screenshots, etc., before intensive marketing campaigns. This will give more insights as well as look familiar.

It will definitely help increase store visibility and boost SEO rankings. Promoting deals and discounts by optimizing descriptions and screenshots on the app store will attract more eyes compared to other apps in the same category.

Notifications…Notifications…Notifications

Notifications

Encouraging visitors to your app is not enough. You need to push them to buy the product they like. That is why push notification plays a major role in improving conversion rates. You need to figure out unique content to engage customers with the brand.

Push notifications are the easiest way to connect with customers. You can send them personalized messages or use a tone that makes them feel you are in direct contact with them. Say something based on their previous purchase history, wishlist, or the product lying in the cart.

If the notification is engaging, they will click on it, and that click will take them to recommended products or the homepage, saying more about offers/discounts/sales.

Even though push notifications are the most creative way to engage with your customers, you don’t want to overdo those. Maintain the fine line between being engaging and irritating, and you will save your apps from being uninstalled.

Holiday-Themed Campaigns

Holiday-Themed Campaigns

All competitors would be trying their best to grab attention. You would want to make sure that your app gets an ample amount of attention. With the help of icons and images, try to optimize the apps as much as possible to make the theme appropriate.

Ensure all the platforms where your business exists to follow a uniform theme visually and contextually. The point here is to make space in every customer’s mind. Use social media platforms to share information about upcoming sales, offers, and discounts. All these will together help you drive more customers to open the app.

How Magento App Builder Can Help Businesses

An app built with our Magento App Builder has all that you will need this holiday season. Be it push notifications, sale announcements, sale times, recommended product sections, and whatnot.

For all who are still planning to launch their mobile app, we have a special recommendation for you.

Magento 2 Mobile App Builder!

It is a framework using which you can build custom apps. The framework supports RTL, multiple payment gateways, Firebase analytics, deep linking, and more.

The App Builder is capable of offering the best customer experience with features like one-page checkout, secure payment gateways, customizable dashboards, multiple product listing page views, and more.

Using our Magento 2 Native App Builder, you can have an app ready-to launch within a week. The look and feel of the app, because of its robust features, feels like it was made from scratch.

There is no other way to build mobile apps this fast and enter the m-commerce market within a week. So, you can still make good sales this Christmas by building the mobile app with our App Builder.

All you have to do is sign up and contact our sales team. They will be happy to explain the product in detail. You can also sign up for the demo, it will give you more clarity on how our App Builder works.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/mobile-app-builder-sales-boost-christmas/

Scheduled Delivery: A Perfect Way to Boost Sales This Christmas

The festive season is around the corner. You would try the best possible theories to improve your sales as a business owner. You will offer discounts, have Black Friday sales, and whatnot.

But did you know you can improve your sales by improving the functionality of your store?

Customer experience plays a huge role here. We all know how much this factor can make a difference in your sales number. One way to achieve this is to upgrade your Shopify store, and our Shopify Delivery Date app is the perfect example.

The app adds functionality to your Shopify store, allowing customers to choose the delivery date and time. Let us learn how you can schedule delivery by integrating the Shopify Delivery Date app.

How to plan a Scheduled Delivery in an eCommerce Store?

Let’s start with an obvious scenario where a customer orders a product from an ecommerce store. The delivery schedule shows that the order will be delivered to the customer in 5 days. But the customer is going out of town and won’t be home on that day.

So what would be the customer’s reaction to this?

Either they would ask neighbors or a security person to collect.

Sometimes, when orders get delivered at unexpecting hours, chances of failed delivery increase. Customers might not be home when the order arrives. Multiple attempts are required to deliver the package, and sometimes, the order has to be returned because of failed delivery attempts.

But if you have integrated an Order Scheduling plugin into your Shopify store, you can give complete control over choosing a delivery date for customers. They can decide the delivery date and time.

Majorly this plugin covers two features:

1. Schedule Delivery

The scheduled delivery feature falls after the customer has entered their address and before the checkout process. Once the customer has entered the delivery address, based on the zip code of the delivery address, they will see a calendar. The calendar will show available and restricted dates.

Customers can choose any date from the available dates. Restricted dates can be manually handled by the admin from the backend.

You can add data about how many days it will take to prepare and deliver the product to the client and, based on these calculations, restrict that many days on the calendar. Thus, customers can only select the days after the buffer days.

Schedule Delivery

(Source)

For example, a customer from city A is ordering a product on the 10th. It takes you two days to prepare and deliver the product. So, the Delivery Date Manager would restrict the 11th and 12th for the preparation and delivery of the product. Customers would be able to select date 13th and later as their delivery dates.

To give more precise information about the order delivery, our Order Delivery Date Manager also offers delivery time slots. Customers can choose the time slot that works best for them.

For example, if the customer chooses the 10th for delivery, the app will ask them to choose the time from the given time slots.

Admin has full control over the time slots. They can customize it day-wise and limit the number of orders for respective time slots.

So, if you have restricted number of deliveries for a particular time slot to 5, it would restrict that time slot once the order number reaches 5.

Just to ensure customers have the best user experience and smooth navigation, we also display messages to guide customers. For example, if the customer chooses the restricted date, the message saying, “Restricted date.

Please choose from the available date” will be displayed. Once the customer successfully selects the date, the message showing “Please choose the preferred time slot” will be displayed. All the messages are customizable. You can give the message that would best explain to your customer what their next step should be.

There is a lot of competition for any product that you sell. Customers will choose to buy from your store if you give them the flexibility to choose and deliver the order exactly when they want.

2. Reschedule or Cancel Delivery

One more flexibility that can attract more customers is the reschedule/cancel order feature. This feature is not only beneficial to customers but also businesses. Let’s find out how.

First, let us understand it from the customers’ perspective. A customer would have full authority to cancel or recharge the delivery in case they are not available to receive the order. Thus, even though they have any other commitments on the delivery date, they can change it and receive their order on another date.

Reschedule or Cancel Delivery

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From a business perspective, you reduce the chances of failed delivery and save money for multiple delivery attempts. Admin can configure before how many days you want to allow customers to reschedule or cancel the order.

If the customer thinks that they don’t need the product anymore, they can cancel it, and you would save courier charges and efforts to package and send the order.

Similarly, if customers won’t be available in the time slot they selected, you can allow them to change the time slot to avoid multiple delivery attempts.

Why should you allow customers to select their delivery schedule?

If you still have doubts or are confused about whether you should invest in such an app, we have your back. Order Delivery Date Manager might be your chance to make your sales game strong. We have some points to help you understand how a small app can make a huge difference in your relationship with your customer.

Don’t keep them waiting

Don’t keep them waiting

(Source Giphy)

There was a time when we used to go out and get what we wanted at that very exact moment. Ecommerce stores were active even before the pandemic hit. But the pandemic skyrocketed sales of ecommerce businesses. Customers developed the habit of ordering online.

There are two factors that customers feel are a drawback to shopping online. First, they cannot touch the product; the other one is that they must wait for the order to arrive.

For the first option, you can use videos and have a detailed description for customers to know more about how the product would look and feel. For the latter, offering a scheduled delivery would take away their anxiety about when their product will arrive.

Well, not all businesses can offer same-day or next-day delivery like Amazon, but if your customers like what you sell, scheduled delivery is the best way to make their interest in you stronger.

Reduces back and forth and saves time

When you don’t give customers a delivery date, deliver before/after the delivery date, or don’t allow customers to choose the date, the possibility of them not being available is high. And when there is no one to receive the product, multiple things can happen.

Reduces back and forth and saves time

(Source)

The delivery person will call to ask if they can drop the parcel in the neighborhood and if that is not possible, they have to make a second attempt. Whatever the reason is, they have to communicate with the customers.

Sometimes, customers don’t pick up the call, and there is a lot of back and forth in the communication. This back and forth can be reduced upto a great extent with our Order Delivery Date Manager. Improve your employee’s productivity by reducing such tasks and, at the same time, elevate the overall customer experience with your brand.

Best for gifting purposes

We all like to surprise our loved ones on special occasions. But buying gifts prior to the special day increases the chances of them knowing what you bought for them. Time has changed, people nowadays not only gift a card or a mug saying ‘You are the Best,’ clothes, gadgets, and shoes, but it can also be anything. When we say ecommerce stores, there are high chances the products you sell are giftable.

Best for gifting purposes

(Source)

If you allow your customers to choose the delivery date, they will be more than happy to choose your brand over others, even if they deliver the product the next day. Customers’ excitement to receive the product on a special day is more than simply getting the gift. Such experiences would make them keep coming back.

Who doesn’t like options?

In the times no one wants to be anyone’s option, we clearly like getting options!

Customers would be more than delighted when they see multiple options to select from. They can choose a delivery date as well as the time of the delivery.

like options

(Source)

Amazon’s Prime Delivery option was successful because customers like being treated special. They are ready to pay a few extra bucks.

This shows minor changes in your strategy can greatly impact the way you do business.

In this tough competitive environment, customer satisfaction is the only key to making a difference in the crowd.

Reform the way you do business

To add more to what our Order Delivery Date Manager app has to offer, you have managed two more types of delivery apart from the standard delivery process.

If you have a physical store as well, you can add locations of those to your store. Your customers could see the location of the store and select whether they want to pick up the order from the store itself. They might choose this option if they live nearby and want to avoid paying shipping charges. Additionally, your physical store will also get more attention. Customers might buy other products as well when they see them in person.

The other type of delivery option is local delivery. If you have a warehouse in the same city as the customer, you can offer same-day or next-day delivery options. This feature is your way to compete, at least upto some extent, with giant businesses offering same-day delivery.

For more information, book a demo with us and get more clarity on how these features work.


All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:
https://www.appjetty.com/blog/scheduled-delivery-ecommerce-boost-sales/

Microsoft Bookings Vs. Calendly: Which One is Best for Dynamics 365 Users?

One of the most challenging parts of a business is managing time with prospects and existing customers.

Scheduling appointments with new and existing clients and managing time with all is a tough task.

To manage appointments, businesses often use a scheduling app. There are so many in the market, but there is an ongoing debate between MS Bookings and Calendly.

These two platforms have similar intent but are quite different in terms of features and pricing.

So if you want to know what will fit the best to you as a Dynamics 365 user, stay here. By the end of this blog, you will have an answer!

Microsoft Bookings

Microsoft Bookings is an appointment scheduling app and a part of Microsoft 365. With its easy-to-use interface, you can use it to manage appointments and schedules. It becomes easy for customers to book, reschedule or cancel meetings.

MS booking is compatible with small-sized businesses. It is also integrable with Outlook and other private calendars of your website.

Looking at the features MS Bookings has to offer, it allows users to create templates for recurring appointments. So, appointment booking becomes much easier and faster for customers and the resources handling it.

To use MS Bookings, you have to subscribe to MS 365. You can’t use MS Booking as an individual app. You get access to it even if you purchase a basic plan of MS 365. But if you don’t want to subscribe to MS 365 plan, you won’t be able to use the calendar as well.

As discussed above, it fits the requirements of small businesses but won’t be able to fulfill the demands of enterprises. So, if you have a growing business, it might not be the best choice for your business. But if you are already subscribed to MS 365, not willing to pay extra for a calendar, and have basic requirements, MS Bookings is a decent choice.

Calendly

Calendly is software for booking appointments and managing schedules. It is popular for its meeting scheduling features. Using this feature, customers have to select a time slot, and their appointment will be booked.

Like MS Bookings, Calendly is also integrable with other calendars. You can also import a file of your existing schedule to Calendly.

Other than the meetings scheduling feature, Calendly has various other features that work for all business sizes. All the features it provides are fully customizable.

Calendly has a free plan with basic features. But if you want to use advanced features as well, you have to choose a paid plan. So even if you are a small business and have limited users and usage, you still have to pay to use more functionalities.

Calendly is an independent app. If you want to integrate your CRM with Calendly, you have to pay third-party extensions for integrating CRM. So, you will be paying for one more thing if you want the CRM integration with it.

Cons of Using MS Bookings

  • MS Bookings lacks integration with CRM and other tools.
  • It offers basic personalization, which is way less than what Calendly’s paid plan has to offer.
  • You might find it difficult to use MS Bookings, but it gets easier with their step-by-step guide and regular use.

Cons of Using Calendly

  • Free version has limited features. Small businesses have to compulsory purchase a paid plan.
  • It offers integration with CRMs, but there are challenges associated with it. You have to pay third-party service providers for integration. Thus, you have to pay at two different places to use Calendly with your CRM.

Which one is the best?

The best scheduling app for you would totally depend on your business requirements. Make a list of the features you require and compare those within both apps. The next step would be price. For a small business, prices are going to matter a lot.

For MS Bookings, you have to be a Microsoft 365 user. If you are and only have basic requirements like scheduling a meeting and managing schedules, MS Bookings might be the best choice for you.

You won’t have to pay extra for an app and can use it to better plan your days. But here, you have limited features and limited growth chances.

If you use any other platform, Calendly can be your tool. It is not platform specific and comes with a lot of features designed to make the meeting scheduling process easy for users.

But if businesses wish to use their CRM data while managing schedules, they have to pay extra to third-party extensions to integrate CRM into Calendly.

As you know, Calendly offers only limited functionalities in the free plan, you have to purchase a paid plan for business activities. Additionally, you also have to pay extra for the integration extensions.

Thus, you are paying at two places. Small businesses might find it costly as you have to pay extra over Calendly’s pricey-paid plans.

MS Bookings vs. Calendly?

Still not sure which one to choose?

We have a bonus suggestion for you! 👉 Calendar 365

Our Calendar 365 is a plugin made especially for Dynamics 365 users. You don’t have to pay any third-party service providers for integrations. This plugin will add functionalities to your CRM.

It has an intuitive interface and is loaded with features to simplify your daily scheduling activities.

Calendar 365 is way more affordable than Calendly, as you have to pay only for the plugin.

You don’t have to manage the calendar as an extra tool. It is within the CRM, making it easy to use.

You get an easy meeting scheduling link feature along with a lot of others like Resource, Entity, and Customer Calendar that is fully configurable.

Book a Demo with us to know why it is the best choice for Dynamics 365 users.

 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:

https://www.appjetty.com/blog/msbookings-versus-calendly/

How to Create Draft Territory in Mappyfield Dynamics 365

As a Sales VP, you might want to try new territories, but you are not sure about creating one. That is when the draft territory feature of the Dynamics 365 map plugin comes in. 

In Dynamics 365 MappyField, we have provided a Draft Territory feature with which you can create draft territories. Such territories will be saved as drafts and not in CRM. You can apply such territories to the map whenever you need it. 

Step 1: To create a Draft Territory, open Territory Management and select the Search Option. For Example, select by Region ➤ Country ➤ Enter UK, then click on Plot

Territory Management-1

Draft Territories will not be in the Territory drop-down (in the territory list). Users can save territory from the draft, or if they don’t want to create territory, they can also draft territory.

Step 2: Now click on the Hand Tool, which will be used to select the plotted territories.

Territory Management-2

Step 3: After selecting the tool, right-click on the territory and click on Create New Territory.

Territory Management-3

Step 4: Enter Territory Name, select the Manager and click on the “Save As Draft” button.

Territory Management-4

Once the territory is saved as a draft, it will be shown in the Draft Territory tab.

Territory Management-5

You can view TerritorySave Territory (Convert territory draft to original), and also Delete it if users don’t further use that draft territory.

Territory Management-6

You can also View the territory and make it a default territory by clicking on the “Eye” and “+” icon respectively. 

Territory Management-7
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on: 

https://www.appjetty.com/blog/create-draft-territories-dynamics365/

Is Low Code the Future of Mobile App Development?

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If you seek interest in digital space, phrases like low code and no code development are popular these days.

We live in times when every company has digitized itself to mark its presence. At some point, you will require an app that supports your business’s internal and external functions.

The constant demand for digitization has given birth to a lot of innovations. There is a continuous demand to bring an easier solution to the market, using which more businesses can solve their problems.

Innovation of low code development platforms simplified the development process for businesses. You can execute your plan quickly if you have a platform that reduces coding requirements. The development time reduces, and so does the complexity.

The introduction of low code development platforms for mobile application development is a game changer, majorly for eCommerce businesses.

There are certain challenges that these low-code app builders promise to overcome.

Not Enough Resources

The in-house IT teams are usually occupied with daily IT operations that they are unable to focus on the enterprise level or customer-centric app development. You might not have enough resources to handle the routine operations and development.

Low Budget

Hiring a development company or adding a whole new development department to your IT team might cost you a lot. If you are a startup or a small business, it might be quite heavy on your pockets.

Instant Execution

Instant deployment of your idea is not possible if you follow a custom development process. Traditional methods take time as you need to develop from scratch.

The Future of Low-Code App Builders

In order to expand the business, mobile app development is the need of an hour. If you have the right methodology, you can extract most of the available data and resources and deliver the results in the market as soon as possible.

A low-code application development platform is the perfect solution if you don’t want to spend a huge chunk of money on developing native apps. You might have doubts about how worthy this platform might be. Here are some compelling reasons to prove that low-code development app builder is the future of mobile application development.

1. Highly Flexible

If you develop mobile apps using a custom development process, from planning to testing, there are a lot of small and big processes included. A lot of professionals are involved in all these processes. It becomes necessary for them to coordinate with each other. If it gets messed up somewhere, the whole flow will be disturbed. As a result, the development time will increase even more.

With our Magemob App Builder, the development cycle becomes much shorter as there is very less part of the app that needs development. For most of the features, you can just drag and drop. As lesser development is involved, you have more control over the development process. You would receive desired results in a shorter period with our Magemob App Builder.

2. Feature Full

Today’s digital era users are severely spoiled by the options available to them. Additionally, it skyrockets their expectations. Everyone wants to utilize a system that is simple to understand.

Low-code development platforms make it simple for the user to handle the workflow and alter the apps. It also makes use of capabilities that can outperform those of any traditional platform.

3. Low Failure Rates

Large projects have a high failure rate. They have difficulties as a result of high costs, rigid deadlines, and unclear expectations. Businesses can fix it by implementing low-code application development. You would not need the project without the need to hire pricey IT specialists.

It significantly lowers the failure rate, which means you won’t exceed the cost or time. Additionally, when the company creates the app on its own, the chance of failure also reduces.

4. Fast Development

You can develop any software or workflow in only a few days instead of months! Not only are you releasing the produced app to the market more quickly in this case, but you are also addressing customer input and making modifications as necessary. You will start getting returns on your investment faster.

5. Cost Reduction

Organizations annually spend a huge amount of money on system maintenance. Due to this, there is either very little or no money left over to fund current and future initiatives.

Low-code application development is the savior. It takes less time and money to construct an application because of the high speed and short development period. It enables the company to consider making financial investments in other technologies.

6. Less Bugs

Low-code, with its reduced quantity of coding and maintenance, means having fewer problems when compared with conventional code and development, bug issues, and testing. Because there are fewer bugs, both the development process and the time are greatly accelerated.

7. Connectivity

The world has seen significant change as a result of social media, machine learning, artificial intelligence, and Big Data.

It is a must to have connections across devices, data, processes, and people to accomplish this. App Builder offers the ideal framework for app integration and ensuring seamless interoperability. It is compatible with cloud-based data storage programs as well.

8. Deployment

In the past, organizations used specialized code to make every aspect of the project go smoothly. Additionally, maintaining consistency within the code is difficult.

With the arrival of the low-code development platform, this issue is resolved. It enables companies to simultaneously develop and deliver applications for a variety of platforms. In order to increase accessibility and control, low-code mobile app development is highly preferred.

9. Prototyping

The days of developers writing lengthy code are long gone. Once created, these code blocks would then undergo an A/B test to demonstrate their effectiveness. The user can now see exactly what to include and exclude in the application. Rapid prototype testing saves time, lowers costs, and opens up more research opportunities.

Closing Thought

If you wish to develop a mobile app for Android and iOS, our Magento 2 mobile app builder is the best choice. It is a low-code development platform that will help you build mobile apps in less than a month. Our developers customize the app as per your business needs. To know more about our Magento 2 native app builder, book your demo right away!

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:

https://www.appjetty.com/blog/low-code-mobile-app-development/

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All You Need to Know About Odoo V11

How to Geocode Contacts and Accounts in MappyField

howtogeocodecontactsandaccountsinmappyfield.jpg

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. Click on Ok.

Step 5: After clicking OK, an alert message saying geocoding is in process and will continue in the background will open up. Click on OK. This process will take a while.

Step 6: After the process is completed, you can check the latitude and longitude of the Contacts.

Step 7: Now you see that contact or account on the map.

Step 8: You can also check Non-Geocoded records. By clicking on the Non-Geocoded Record button from CRM navigation.

On clicking of Non-Geocoded Records button, it will navigate to the Non-Geocoded record Section. Here is a list of All Non-Geocoded records.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/geocode-contacts-latitude-longitude/

How Delivery Date Manager Simplifies Order Management for Business

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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.

Updated Dashboard-1

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 using our plugin.

If you add Store pickup, it will ask you to add store locations of all your offline store. If you want to offer local delivery options to your customers, you would add zip codes of all those areas.

You get a listing of all the orders and the required information like:

  • Order number
  • Number of items
  • Delivery date
  • Delivery slot
  • Comments/Remarks
  • Order placed on date
  • Status of order
  • Type of delivery
  • Current delivery status

Updated Dashboard-2

There are a lot of filters to use from so that you get a list of orders you are looking for. Filters will give better visualization. You will have only the required information in hand.

Updated Dashboard-3

You not only have viewing rights, but you can export the order list as well. You can export the list after using filters so that you have a list of specific orders only.

Email Notifications

Email Notifications

Keeping customers updated about the current status of their orders will surely reduce tickets, and your support team can focus more on handling complex situations that need personal attention.

When it comes to offering the best customer service, email plays an important role. It is an authentic medium to share required information with your customers.

Considering this fact, our Shopify Order Delivery Date Manager allows you to enable/disable email notifications. The emails are fully customizable. You can keep different email bodies for shipping and store pickup.

Similarly, you can change the email title and background color, add images, logo, etc. What refers to logos and visuals, you can create them with the logo maker or other design alternatives. Thus, every email sent using our plugin is customizable.

Cancel/Reschedule Delivery

Cancel Reschedule Delivery

Even when you ask customers for their preferred delivery date and time, there are chances that they might not be available to receive the order. In such cases, you have to make multiple delivery attempts.

This is a clear waste of time and effort for your delivery person. To reduce such incidents, allow customers to reschedule delivery times and dates.

Now, you might think that if customers change the delivery dates and times last moment, it will mess up your schedule. If the delivery guy is already out for delivery, there is no point in rescheduling.

As a solution to this, what you can do is set a time frame. Customers will be allowed to reschedule delivery only up to a configured time period. Admin can configure the time as per your workflow. Customers can only schedule in the given time frame.

You can add a “Reschedule Delivery” link on the thank you page. This will inform customers that they can reschedule the delivery in case anything important comes up.

Shipping Profiles

Shipping Profiles

To make the lives of admins a little easier, we have introduced shipping profiles. Shipping profile is a set of rules for specific locations and products. You can create a general shipping profile to use as a default for all the locations/products or create a custom profile for specific locations/products.

Shipping profiles work best for discounts, sales, and offers. You can add all your calculations, and it will show the result that fulfills the logic you have added.

You can set unique rates for certain cart amounts, weekdays, delivery dates, etc., by creating unique profiles for all.

Try Shopify Order Delivery Manager Plugin

If you have a Shopify store, our ODDM is a must-have plugin. It will simplify delivery management, and you will have more control over the small things that matter the most when it comes to personalization.

Get in touch with our support team and get details of all the other features.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/simplify-delivery-date-manager/

Calendar 365 Vs. Microsoft Bookings: Which one is Best for Dynamics 365 Users?

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 works best with small and medium-sized businesses.

When it comes to integration, MS Bookings integrates only with Microsoft apps. So you can sync an employee’s Outlook calendar with the booking appointments page automatically. However, you can’t integrate your personal website calendar or a Google calendar with it.

The major drawback here is that you have to be using one of their premium plans to use MS Bookings, as it comes as a part of the package. If you are not using those plans, you cannot use MS Bookings directly.

Calendar 365 – Who can use it?

Calendar 365 is an appointment scheduling plugin for Dynamics 365 users. You can schedule collision-free meetings, track different activities, monitor resource schedules, and improve visualization of any time box activities with a calendar view.

Not only appointment management but Calendar 365 is also an end-to-end activity management solution. With this plugin, it is easy to monitor upcoming as well as ongoing events.

Your CRM data is secure, as there is no need to export data. All the functionalities are added within the CRM.

Calendar 365 Vs. MS Bookings for Dynamics 365 Users

To make it easier to compare the two, here is the detailed comparison between the two:

Features

Calendar 365

Microsoft Bookings

Pricing

Best in the market! Request a quote now.

You need to buy a complete Office 365 subscription plan, which starts at 6$ per month.

User Interface

Easy navigation and clean interface. It’s simple to create new events and even edit existing ones.

The interface is quite cluttered and not user-friendly. You cannot easily add new appointments, change event details, or edit existing ones.

Customization

Offers a wide range of customization options. For example, you can set up custom emails, notifications, and even set up reminders.

You only have access to basic customization options such as meeting scheduling, email templates, and calendar views.

Integration

Integrates with Google and Outlook calendars to schedule meetings on Google Meet or MS Teams.

Microsoft Bookings supports integration with only Microsoft apps.

Time Zone Detection

Available

Not Available

Employee Scheduling

Available

Available

Group Scheduling

Available

Not Available

Why is the Calendar 365 plugin best for Dynamics 365 users?

Calendar 365 is specially made for Dynamics 365 users. Once you integrate it with the CRM, you will get access to all its advanced features within the CRM.

Its intuitive interface will make appointment scheduling activities easy. You get Resource, Entity, and Customer Calendar along with customization rights. With the number of features you get, Calendar 365 is an affordable solution.

If you still aren’t able to decide, let’s have a call. We would be more than happy to help you.

Contact Us!

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/calendar365-msbookings-dynamics365/

How to Approve/Reject Pending Check-in/Check-out in MappyField 365

howtoapprove_rejectpendingcheckin_checkoutinmappyfield365.png

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.

Check-in MappyField 365-1
Check-in MappyField 365-2

=> If the user checks in the appointment late, then they need to add a reason for the late check-in.

Check-in MappyField 365-3
Check-in MappyField 365-4

=> If Check-in is pending, then users will get the error message when they try to check out.

Check-in MappyField 365-5

=> 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 check-ins.

Check-in MappyField 365-6
Check-in MappyField 365-7

=> Admin has two ways to approve or reject pending check-in.

First is to select the pending check-in and click on the Approve or Reject button. Here admin can perform this action on bulk data.

Check-in MappyField 365-8

The second way is to open the record in Edit mode and select the status manually in the Check-In Status field.

Check-in MappyField 365-9
Check-in MappyField 365-10

=> All the approved check-ins will be shown in the Approved Check-Ins view.

Check-in MappyField 365-11

The same flow will work for the pending checkouts. You will get all the views like Approved Check In/Check Out, Rejected Check in/Check Outs, Pending Check in/Check out, etc.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/check-in-check-out-in-dynamics365-map/

How to Define Geographies for Existing Territories from CRM

 

Dynamics 365 map gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the Advanced Setting.

Geographies for Existing Territories from CRM-1

Step 1: After navigating to the Advance Settings, you will see the Sales Territory option in the Business Management Setting.

You can manage territories and their geography from the Sales Territory setting.

Geographies for Existing Territories from CRM-2

Step 2: After clicking on the sales territory, you will get the list of All Territories. You can also create new territories and their geography by clicking on a New button.

Geographies for Existing Territories from CRM-3

Step 3: After clicking on the New button, you can add a new territory and its geography.

Geographies for Existing Territories from CRM-4

Step 4: Enter the Territory Name and Save the territory. Once you create a new territory, then you can define the geography of that territory.

Geographies for Existing Territories from CRM-5

Step 5: By clicking on the Define Geography tab, you can define Region for that territory. Click on Territory Management and then plot the area by clicking on the Plot button.

Geographies for Existing Territories from CRM-6

Step 6: After the territory is plotted, click on the Hand icon, select the plotted area and click on create a New Geography option.

Geographies for Existing Territories from CRM-7

Step 7: You can see the list of geography, and you can add multiple geographies for one territory. Then Save the territory, and you can use this territory in MappyField 365 for plotting data.

Geographies for Existing Territories from CRM-8

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This blog is originally published on:
https://www.appjetty.com/blog/define-geographies-territories/

How to Add Asset and Route in the Map

How do you manage routes for different assets (trucks)? Some might carry hazardous material or be extra large to fit on smaller roads!

 

We have provided Asset Management in Dynamics 365 MappyField so users can easily plot their route by trucks (assets).

 

You can see the assets list from the Asset tab, which is shown in the image below using Dynamics 365 map plugin.

 

Step 1: You can add a new asset by clicking on the New button.

Asset Management-1

Step 2: You need to enter the truck details that are required, and you can select Hazardous Material, if need be, like in the image below.

Asset Management-2
Asset Management-3

Step 3: After filling in the required details, Save it. Once the detail is saved, you can see all the assets listed in the Active Assets. You can also Edit & Delete it as per your requirement.

Asset Management-4

Step 4: You can use these Assets (Trucks) when you define a route to transport the products. Enter your waypoint and then click on the Truck icon.

Asset Management-5

Step 5: Now insert the Asset details like truck type, length, height & width, etc., and press the Go button to set the route.

Asset Management-6

Step 6: After clicking on the Go button, the Routes tab will open on the Right side of the screen.

Asset Management-7
 All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/add-asset-find-route-dynamics365-map/

Boost Your Mobile App Sales This Holiday Season

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Christmas means the shopping season. There are a lot of discounts, sales, and promotions going on to encourage customers to buy more. Companies use all possible mediums to reach out to their customers.

We all know how much time people spend on their phones. This would be a great opportunity to market your products through a mobile app.

There is a lot that m-commerce can offer. With the help of holiday-themed marketing campaigns, you can definitely drive more engagement. Your app would see more app installs and sales.

You need the right strategy to market your app this holiday season. We will share some marketing ideas for your mobile apps, so you have a fruitful Christmas.

How long do you want the sales to go on?

Christmas shopping season

The holiday mood starts in November and goes on till February. There are a lot of variations that can be made in these four months to attract more customers. We mostly expect the sales to increase around Christmas, but it may come as a surprise to you, all the campaigns perform much better after Christmas.

Make a list of all the important days you want to target before and after Christmas. Now, if you are launching a new app or already have one, you can target specific holidays.

For example, if you are about to launch a dating app, Valentine’s would be ideal. You can start marketing campaigns in a few days. Or if you are launching an online shopping app, Black Friday, Christmas, Thanksgiving, and New Year would be ideal times.

When to start promoting?

5 Days Left

If you want to make the most out of the holiday season, it is best to start early. Customers would probably start searching for gifts in November.

So, if you start to market during that time, you are likely to catch more eyes. You can create a buzz about all the exciting things happening this holiday season.

You might need some changes in your app for ads. Ensure all the content is ready and goes well with the ad structure on your app.

App Store Optimization

App Store Optimization

When you run ads, a lot of new people are going to download the app from the app store. This means your app store content should be optimized as per your upcoming marketing campaign. The standard practice of app store optimization is to update the app description, screenshots, etc., before intensive marketing campaigns. This will give more insights as well as look familiar.

It will definitely help increase store visibility and boost SEO rankings. Promoting deals and discounts by optimizing descriptions and screenshots on the app store will attract more eyes compared to other apps in the same category.

Notifications…Notifications…Notifications

Notifications

Encouraging visitors to your app is not enough. You need to push them to buy the product they like. That is why push notification plays a major role in improving conversion rates. You need to figure out unique content to engage customers with the brand.

Push notifications are the easiest way to connect with customers. You can send them personalized messages or use a tone that makes them feel you are in direct contact with them. Say something based on their previous purchase history, wishlist, or the product lying in the cart.

If the notification is engaging, they will click on it, and that click will take them to recommended products or the homepage, saying more about offers/discounts/sales.

Even though push notifications are the most creative way to engage with your customers, you don’t want to overdo those. Maintain the fine line between being engaging and irritating, and you will save your apps from being uninstalled.

Holiday-Themed Campaigns

Holiday-Themed Campaigns

All competitors would be trying their best to grab attention. You would want to make sure that your app gets an ample amount of attention. With the help of icons and images, try to optimize the apps as much as possible to make the theme appropriate.

Ensure all the platforms where your business exists to follow a uniform theme visually and contextually. The point here is to make space in every customer’s mind. Use social media platforms to share information about upcoming sales, offers, and discounts. All these will together help you drive more customers to open the app.

How Magento App Builder Can Help Businesses

An app built with our Magento App Builder has all that you will need this holiday season. Be it push notifications, sale announcements, sale times, recommended product sections, and whatnot.

For all who are still planning to launch their mobile app, we have a special recommendation for you.

Magento 2 Mobile App Builder!

It is a framework using which you can build custom apps. The framework supports RTL, multiple payment gateways, Firebase analytics, deep linking, and more.

The App Builder is capable of offering the best customer experience with features like one-page checkout, secure payment gateways, customizable dashboards, multiple product listing page views, and more.

Using our Magento 2 Native App Builder, you can have an app ready-to launch within a week. The look and feel of the app, because of its robust features, feels like it was made from scratch.

There is no other way to build mobile apps this fast and enter the m-commerce market within a week. So, you can still make good sales this Christmas by building the mobile app with our App Builder.

All you have to do is sign up and contact our sales team. They will be happy to explain the product in detail. You can also sign up for the demo, it will give you more clarity on how our App Builder works.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/mobile-app-builder-sales-boost-christmas/

Scheduled Delivery: A Perfect Way to Boost Sales This Christmas

The festive season is around the corner. You would try the best possible theories to improve your sales as a business owner. You will offer discounts, have Black Friday sales, and whatnot.

But did you know you can improve your sales by improving the functionality of your store?

Customer experience plays a huge role here. We all know how much this factor can make a difference in your sales number. One way to achieve this is to upgrade your Shopify store, and our Shopify Delivery Date app is the perfect example.

The app adds functionality to your Shopify store, allowing customers to choose the delivery date and time. Let us learn how you can schedule delivery by integrating the Shopify Delivery Date app.

How to plan a Scheduled Delivery in an eCommerce Store?

Let’s start with an obvious scenario where a customer orders a product from an ecommerce store. The delivery schedule shows that the order will be delivered to the customer in 5 days. But the customer is going out of town and won’t be home on that day.

So what would be the customer’s reaction to this?

Either they would ask neighbors or a security person to collect.

Sometimes, when orders get delivered at unexpecting hours, chances of failed delivery increase. Customers might not be home when the order arrives. Multiple attempts are required to deliver the package, and sometimes, the order has to be returned because of failed delivery attempts.

But if you have integrated an Order Scheduling plugin into your Shopify store, you can give complete control over choosing a delivery date for customers. They can decide the delivery date and time.

Majorly this plugin covers two features:

1. Schedule Delivery

The scheduled delivery feature falls after the customer has entered their address and before the checkout process. Once the customer has entered the delivery address, based on the zip code of the delivery address, they will see a calendar. The calendar will show available and restricted dates.

Customers can choose any date from the available dates. Restricted dates can be manually handled by the admin from the backend.

You can add data about how many days it will take to prepare and deliver the product to the client and, based on these calculations, restrict that many days on the calendar. Thus, customers can only select the days after the buffer days.

Schedule Delivery

(Source)

For example, a customer from city A is ordering a product on the 10th. It takes you two days to prepare and deliver the product. So, the Delivery Date Manager would restrict the 11th and 12th for the preparation and delivery of the product. Customers would be able to select date 13th and later as their delivery dates.

To give more precise information about the order delivery, our Order Delivery Date Manager also offers delivery time slots. Customers can choose the time slot that works best for them.

For example, if the customer chooses the 10th for delivery, the app will ask them to choose the time from the given time slots.

Admin has full control over the time slots. They can customize it day-wise and limit the number of orders for respective time slots.

So, if you have restricted number of deliveries for a particular time slot to 5, it would restrict that time slot once the order number reaches 5.

Just to ensure customers have the best user experience and smooth navigation, we also display messages to guide customers. For example, if the customer chooses the restricted date, the message saying, “Restricted date.

Please choose from the available date” will be displayed. Once the customer successfully selects the date, the message showing “Please choose the preferred time slot” will be displayed. All the messages are customizable. You can give the message that would best explain to your customer what their next step should be.

There is a lot of competition for any product that you sell. Customers will choose to buy from your store if you give them the flexibility to choose and deliver the order exactly when they want.

2. Reschedule or Cancel Delivery

One more flexibility that can attract more customers is the reschedule/cancel order feature. This feature is not only beneficial to customers but also businesses. Let’s find out how.

First, let us understand it from the customers’ perspective. A customer would have full authority to cancel or recharge the delivery in case they are not available to receive the order. Thus, even though they have any other commitments on the delivery date, they can change it and receive their order on another date.

Reschedule or Cancel Delivery

(Source)

From a business perspective, you reduce the chances of failed delivery and save money for multiple delivery attempts. Admin can configure before how many days you want to allow customers to reschedule or cancel the order.

If the customer thinks that they don’t need the product anymore, they can cancel it, and you would save courier charges and efforts to package and send the order.

Similarly, if customers won’t be available in the time slot they selected, you can allow them to change the time slot to avoid multiple delivery attempts.

Why should you allow customers to select their delivery schedule?

If you still have doubts or are confused about whether you should invest in such an app, we have your back. Order Delivery Date Manager might be your chance to make your sales game strong. We have some points to help you understand how a small app can make a huge difference in your relationship with your customer.

Don’t keep them waiting

Don’t keep them waiting

(Source Giphy)

There was a time when we used to go out and get what we wanted at that very exact moment. Ecommerce stores were active even before the pandemic hit. But the pandemic skyrocketed sales of ecommerce businesses. Customers developed the habit of ordering online.

There are two factors that customers feel are a drawback to shopping online. First, they cannot touch the product; the other one is that they must wait for the order to arrive.

For the first option, you can use videos and have a detailed description for customers to know more about how the product would look and feel. For the latter, offering a scheduled delivery would take away their anxiety about when their product will arrive.

Well, not all businesses can offer same-day or next-day delivery like Amazon, but if your customers like what you sell, scheduled delivery is the best way to make their interest in you stronger.

Reduces back and forth and saves time

When you don’t give customers a delivery date, deliver before/after the delivery date, or don’t allow customers to choose the date, the possibility of them not being available is high. And when there is no one to receive the product, multiple things can happen.

Reduces back and forth and saves time

(Source)

The delivery person will call to ask if they can drop the parcel in the neighborhood and if that is not possible, they have to make a second attempt. Whatever the reason is, they have to communicate with the customers.

Sometimes, customers don’t pick up the call, and there is a lot of back and forth in the communication. This back and forth can be reduced upto a great extent with our Order Delivery Date Manager. Improve your employee’s productivity by reducing such tasks and, at the same time, elevate the overall customer experience with your brand.

Best for gifting purposes

We all like to surprise our loved ones on special occasions. But buying gifts prior to the special day increases the chances of them knowing what you bought for them. Time has changed, people nowadays not only gift a card or a mug saying ‘You are the Best,’ clothes, gadgets, and shoes, but it can also be anything. When we say ecommerce stores, there are high chances the products you sell are giftable.

Best for gifting purposes

(Source)

If you allow your customers to choose the delivery date, they will be more than happy to choose your brand over others, even if they deliver the product the next day. Customers’ excitement to receive the product on a special day is more than simply getting the gift. Such experiences would make them keep coming back.

Who doesn’t like options?

In the times no one wants to be anyone’s option, we clearly like getting options!

Customers would be more than delighted when they see multiple options to select from. They can choose a delivery date as well as the time of the delivery.

like options

(Source)

Amazon’s Prime Delivery option was successful because customers like being treated special. They are ready to pay a few extra bucks.

This shows minor changes in your strategy can greatly impact the way you do business.

In this tough competitive environment, customer satisfaction is the only key to making a difference in the crowd.

Reform the way you do business

To add more to what our Order Delivery Date Manager app has to offer, you have managed two more types of delivery apart from the standard delivery process.

If you have a physical store as well, you can add locations of those to your store. Your customers could see the location of the store and select whether they want to pick up the order from the store itself. They might choose this option if they live nearby and want to avoid paying shipping charges. Additionally, your physical store will also get more attention. Customers might buy other products as well when they see them in person.

The other type of delivery option is local delivery. If you have a warehouse in the same city as the customer, you can offer same-day or next-day delivery options. This feature is your way to compete, at least upto some extent, with giant businesses offering same-day delivery.

For more information, book a demo with us and get more clarity on how these features work.


All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:
https://www.appjetty.com/blog/scheduled-delivery-ecommerce-boost-sales/

Calendar 365: Best Alternative to Calendly for Dynamics 365 Users

calendar365bestalternativetocalendlyford365users.png

Calendly is one of the most loved appointment scheduling platforms with over 10 million users.

But is it the best choice for all kinds of users?

Probably not!

If you are an individual or a small business, you have to compulsory purchase a paid plan if you want to have access to their advanced features.

If you are a Dynamics 365 user, you have to pay extra to Zapier to integrate your CRM.

This will add up the price, which is not something everyone can afford. Even if you can, you don’t necessarily have to!

We have a much much better solution for you!

Calendar 365!

There is a lot to compare between Calendly and Calendar 365. This article will give you clear insights into why we say Calendar 365 is a great alternative to Calendly.

Calendly – Overview

Calendly is a meeting scheduling app that helps you manage your schedules efficiently. It is loaded with all the features that scheduling software requires. The app includes workflows and integrations that work best if you have cross-functional teams.

They have a free plan for small businesses and individuals with limited features. But large teams might require more customization and features, which are covered in their paid plans. For Dynamics 365 users, Calendly offers third-party integrations like Zapier to integrate CRM with Calendly, but you have to pay extra.

Calendar 365 – Overview

Calendar 365 is a meeting scheduling plugin for Dynamics 365 users. The plugin lets you schedule collision-free meetings, monitor your resources’ schedules, keep track of different activities, and visualize any time-box activities in calendar view.

Calendar 365 is an end-to-end activity management solution. Monitoring the progress of all the ongoing and upcoming activities becomes easy. As you can use all these functionalities within the CRM, there is no need to export CRM data. Thus, there is no data security risk. Moreover, you don’t have to manage any third-party extension like Zapier for CRM integration, which means you reduce the number of challenges as well.

Calendly vs. Calendar 365 for Dynamics 365

Here is a quick recap of the major differences between Calendly and Calendar 365 for Dynamics 365 users.

Features

Calendly

Calendar 365

Pricing

High subscription plan + Zapier integration charges

Affordable plan + No third-party integration required

Connected Contacts

Not available

All CRM Contacts

Custom Design and Branding

Not available

Customizable

Multi-language Support

Not available

Available

Room/Conference Booking

Not available

Available

Why is Calendar 365 better for Dynamics 365 users than Calendly?

Dynamics 365 CRM users can have a more seamless appointment scheduling experience with a plugin than using a separate tool.

Calendar 365 plugin integrates with the Dynamics 365 CRM, and this integration brings a lot of advantages:

  • Calendar 365 is a plugin that integrates directly with the CRM. Unlike Calendly, you won’t need Zapier-like third-party extensions for integrations.
  • As you don’t need third-party integrations, the cost will also reduce. Calendly subscription plans are already pricey, plus you have to pay extra for integrations. But with Calendar 365, you save your hard-earned money.
  • There are chances that you face challenges while integrating your CRM with other extensions. You might not have a seamless experience with CRM, so no worries.
  • Any CRM or non-CRM users can book appointments. You don’t have to necessarily add them to your CRM, and it is not mandatory for them to be registered Dynamics 365 CRM users.
  • No need to manage the calendar as an extra tool. All the Calendar functionalities and appointment scheduling features will be added within the CRM.

All these advantages show that Dynamics 365 users shouldn’t blindly choose Calendly because everyone else is using it. You can have access to much better and more features than Calendly in the Calendar 365 plugin, and that too at an affordable rate.

Other features of Dynamics 365 Calendar plugin

Calendar 365 is not only a better alternative of Calendly in terms of appointment scheduling, but it has amazing features that can help you wisely plan your day.

Resource Calendar

Managing all the activities associated with your resources becomes much easier with Calendar 365. Our calendar shows the availability of resources and the activities they are involved in.

So, if managers want to see who is assigned what tasks, they can do so with our resource calendar. Management will have better visibility of the ongoing tasks and resources associated with them.

To improve visualization, our calendar offers different types of views like Top Down, Timeline, Gantt, and Agenda views. Different views help you build a better context of all the data on the page.

Customer Calendar

Our calendar tracks the complete sales lifecycle of customers. The calendar shows how your resources interact with the customers and the activities associated with them.

Thus, it will be easier for the managers to give suggestions on the ongoing activities or have an overview of activities. Activity management becomes much easier with our Calendar 365.

Entity Calendar

Any custom requirement of yours will be fulfilled by Calendar 365. It allows you to choose custom entities and activities for your custom requirements. You get a customizable form with different entities to choose from.

As the entity calendar is all about customizing your requirement and showing it on a calendar, it also allows you to color code entities. Thus, colors will help you recognize the entities and the activities associated with them visually.

Final Words

The above discussion makes it pretty easy to understand that Dynamics 365 should choose the Calendar 365 plugin over Calendly. It is the one and only alternative of Calendly for Dynamics 365 users.

Appointment scheduling activities become much easier with the Calendar plugin as once it is integrated, your work is done. Our team also helps you with the integration process.

The prices are much more affordable compared to Calendly. You get a lot more features as well. So let’s set up a meeting and we will tell you all the ways that Calendar 365 can work for you.

 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:
https://www.appjetty.com/blog/alternative-of-calendly-calendar365/

Microsoft Bookings Vs. Calendly: Which One is Best for Dynamics 365 Users?

One of the most challenging parts of a business is managing time with prospects and existing customers.

Scheduling appointments with new and existing clients and managing time with all is a tough task.

To manage appointments, businesses often use a scheduling app. There are so many in the market, but there is an ongoing debate between MS Bookings and Calendly.

These two platforms have similar intent but are quite different in terms of features and pricing.

So if you want to know what will fit the best to you as a Dynamics 365 user, stay here. By the end of this blog, you will have an answer!

Microsoft Bookings

Microsoft Bookings is an appointment scheduling app and a part of Microsoft 365. With its easy-to-use interface, you can use it to manage appointments and schedules. It becomes easy for customers to book, reschedule or cancel meetings.

MS booking is compatible with small-sized businesses. It is also integrable with Outlook and other private calendars of your website.

Looking at the features MS Bookings has to offer, it allows users to create templates for recurring appointments. So, appointment booking becomes much easier and faster for customers and the resources handling it.

To use MS Bookings, you have to subscribe to MS 365. You can’t use MS Booking as an individual app. You get access to it even if you purchase a basic plan of MS 365. But if you don’t want to subscribe to MS 365 plan, you won’t be able to use the calendar as well.

As discussed above, it fits the requirements of small businesses but won’t be able to fulfill the demands of enterprises. So, if you have a growing business, it might not be the best choice for your business. But if you are already subscribed to MS 365, not willing to pay extra for a calendar, and have basic requirements, MS Bookings is a decent choice.

Calendly

Calendly is software for booking appointments and managing schedules. It is popular for its meeting scheduling features. Using this feature, customers have to select a time slot, and their appointment will be booked.

Like MS Bookings, Calendly is also integrable with other calendars. You can also import a file of your existing schedule to Calendly.

Other than the meetings scheduling feature, Calendly has various other features that work for all business sizes. All the features it provides are fully customizable.

Calendly has a free plan with basic features. But if you want to use advanced features as well, you have to choose a paid plan. So even if you are a small business and have limited users and usage, you still have to pay to use more functionalities.

Calendly is an independent app. If you want to integrate your CRM with Calendly, you have to pay third-party extensions for integrating CRM. So, you will be paying for one more thing if you want the CRM integration with it.

Cons of Using MS Bookings

  • MS Bookings lacks integration with CRM and other tools.
  • It offers basic personalization, which is way less than what Calendly’s paid plan has to offer.
  • You might find it difficult to use MS Bookings, but it gets easier with their step-by-step guide and regular use.

Cons of Using Calendly

  • Free version has limited features. Small businesses have to compulsory purchase a paid plan.
  • It offers integration with CRMs, but there are challenges associated with it. You have to pay third-party service providers for integration. Thus, you have to pay at two different places to use Calendly with your CRM.

Which one is the best?

The best scheduling app for you would totally depend on your business requirements. Make a list of the features you require and compare those within both apps. The next step would be price. For a small business, prices are going to matter a lot.

For MS Bookings, you have to be a Microsoft 365 user. If you are and only have basic requirements like scheduling a meeting and managing schedules, MS Bookings might be the best choice for you.

You won’t have to pay extra for an app and can use it to better plan your days. But here, you have limited features and limited growth chances.

If you use any other platform, Calendly can be your tool. It is not platform specific and comes with a lot of features designed to make the meeting scheduling process easy for users.

But if businesses wish to use their CRM data while managing schedules, they have to pay extra to third-party extensions to integrate CRM into Calendly.

As you know, Calendly offers only limited functionalities in the free plan, you have to purchase a paid plan for business activities. Additionally, you also have to pay extra for the integration extensions.

Thus, you are paying at two places. Small businesses might find it costly as you have to pay extra over Calendly’s pricey-paid plans.

MS Bookings vs. Calendly?

Still not sure which one to choose?

We have a bonus suggestion for you! 👉 Calendar 365

Our Calendar 365 is a plugin made especially for Dynamics 365 users. You don’t have to pay any third-party service providers for integrations. This plugin will add functionalities to your CRM.

It has an intuitive interface and is loaded with features to simplify your daily scheduling activities.

Calendar 365 is way more affordable than Calendly, as you have to pay only for the plugin.

You don’t have to manage the calendar as an extra tool. It is within the CRM, making it easy to use.

You get an easy meeting scheduling link feature along with a lot of others like Resource, Entity, and Customer Calendar that is fully configurable.

Book a Demo with us to know why it is the best choice for Dynamics 365 users.

 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:

https://www.appjetty.com/blog/msbookings-versus-calendly/

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How to Geocode Contacts and Accounts in MappyField

howtogeocodecontactsandaccountsinmappyfield.jpg

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. Click on Ok.

Step 5: After clicking OK, an alert message saying geocoding is in process and will continue in the background will open up. Click on OK. This process will take a while.

Step 6: After the process is completed, you can check the latitude and longitude of the Contacts.

Step 7: Now you see that contact or account on the map.

Step 8: You can also check Non-Geocoded records. By clicking on the Non-Geocoded Record button from CRM navigation.

On clicking of Non-Geocoded Records button, it will navigate to the Non-Geocoded record Section. Here is a list of All Non-Geocoded records.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/geocode-contacts-latitude-longitude/

How Delivery Date Manager Simplifies Order Management for Business

howdeliverydatemanagersimplifiesordermanagementforbusiness.png

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.

Updated Dashboard-1

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 using our plugin.

If you add Store pickup, it will ask you to add store locations of all your offline store. If you want to offer local delivery options to your customers, you would add zip codes of all those areas.

You get a listing of all the orders and the required information like:

  • Order number
  • Number of items
  • Delivery date
  • Delivery slot
  • Comments/Remarks
  • Order placed on date
  • Status of order
  • Type of delivery
  • Current delivery status

Updated Dashboard-2

There are a lot of filters to use from so that you get a list of orders you are looking for. Filters will give better visualization. You will have only the required information in hand.

Updated Dashboard-3

You not only have viewing rights, but you can export the order list as well. You can export the list after using filters so that you have a list of specific orders only.

Email Notifications

Email Notifications

Keeping customers updated about the current status of their orders will surely reduce tickets, and your support team can focus more on handling complex situations that need personal attention.

When it comes to offering the best customer service, email plays an important role. It is an authentic medium to share required information with your customers.

Considering this fact, our Shopify Order Delivery Date Manager allows you to enable/disable email notifications. The emails are fully customizable. You can keep different email bodies for shipping and store pickup.

Similarly, you can change the email title and background color, add images, logo, etc. What refers to logos and visuals, you can create them with the logo maker or other design alternatives. Thus, every email sent using our plugin is customizable.

Cancel/Reschedule Delivery

Cancel Reschedule Delivery

Even when you ask customers for their preferred delivery date and time, there are chances that they might not be available to receive the order. In such cases, you have to make multiple delivery attempts.

This is a clear waste of time and effort for your delivery person. To reduce such incidents, allow customers to reschedule delivery times and dates.

Now, you might think that if customers change the delivery dates and times last moment, it will mess up your schedule. If the delivery guy is already out for delivery, there is no point in rescheduling.

As a solution to this, what you can do is set a time frame. Customers will be allowed to reschedule delivery only up to a configured time period. Admin can configure the time as per your workflow. Customers can only schedule in the given time frame.

You can add a “Reschedule Delivery” link on the thank you page. This will inform customers that they can reschedule the delivery in case anything important comes up.

Shipping Profiles

Shipping Profiles

To make the lives of admins a little easier, we have introduced shipping profiles. Shipping profile is a set of rules for specific locations and products. You can create a general shipping profile to use as a default for all the locations/products or create a custom profile for specific locations/products.

Shipping profiles work best for discounts, sales, and offers. You can add all your calculations, and it will show the result that fulfills the logic you have added.

You can set unique rates for certain cart amounts, weekdays, delivery dates, etc., by creating unique profiles for all.

Try Shopify Order Delivery Manager Plugin

If you have a Shopify store, our ODDM is a must-have plugin. It will simplify delivery management, and you will have more control over the small things that matter the most when it comes to personalization.

Get in touch with our support team and get details of all the other features.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/simplify-delivery-date-manager/

Calendar 365 Vs. Microsoft Bookings: Which one is Best for Dynamics 365 Users?

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 works best with small and medium-sized businesses.

When it comes to integration, MS Bookings integrates only with Microsoft apps. So you can sync an employee’s Outlook calendar with the booking appointments page automatically. However, you can’t integrate your personal website calendar or a Google calendar with it.

The major drawback here is that you have to be using one of their premium plans to use MS Bookings, as it comes as a part of the package. If you are not using those plans, you cannot use MS Bookings directly.

Calendar 365 – Who can use it?

Calendar 365 is an appointment scheduling plugin for Dynamics 365 users. You can schedule collision-free meetings, track different activities, monitor resource schedules, and improve visualization of any time box activities with a calendar view.

Not only appointment management but Calendar 365 is also an end-to-end activity management solution. With this plugin, it is easy to monitor upcoming as well as ongoing events.

Your CRM data is secure, as there is no need to export data. All the functionalities are added within the CRM.

Calendar 365 Vs. MS Bookings for Dynamics 365 Users

To make it easier to compare the two, here is the detailed comparison between the two:

Features

Calendar 365

Microsoft Bookings

Pricing

Best in the market! Request a quote now.

You need to buy a complete Office 365 subscription plan, which starts at 6$ per month.

User Interface

Easy navigation and clean interface. It’s simple to create new events and even edit existing ones.

The interface is quite cluttered and not user-friendly. You cannot easily add new appointments, change event details, or edit existing ones.

Customization

Offers a wide range of customization options. For example, you can set up custom emails, notifications, and even set up reminders.

You only have access to basic customization options such as meeting scheduling, email templates, and calendar views.

Integration

Integrates with Google and Outlook calendars to schedule meetings on Google Meet or MS Teams.

Microsoft Bookings supports integration with only Microsoft apps.

Time Zone Detection

Available

Not Available

Employee Scheduling

Available

Available

Group Scheduling

Available

Not Available

Why is the Calendar 365 plugin best for Dynamics 365 users?

Calendar 365 is specially made for Dynamics 365 users. Once you integrate it with the CRM, you will get access to all its advanced features within the CRM.

Its intuitive interface will make appointment scheduling activities easy. You get Resource, Entity, and Customer Calendar along with customization rights. With the number of features you get, Calendar 365 is an affordable solution.

If you still aren’t able to decide, let’s have a call. We would be more than happy to help you.

Contact Us!

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

The Article is originally published on: 

https://www.appjetty.com/blog/calendar365-msbookings-dynamics365/

How to Approve/Reject Pending Check-in/Check-out in MappyField 365

howtoapprove_rejectpendingcheckin_checkoutinmappyfield365.png

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.

Check-in MappyField 365-1
Check-in MappyField 365-2

=> If the user checks in the appointment late, then they need to add a reason for the late check-in.

Check-in MappyField 365-3
Check-in MappyField 365-4

=> If Check-in is pending, then users will get the error message when they try to check out.

Check-in MappyField 365-5

=> 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 check-ins.

Check-in MappyField 365-6
Check-in MappyField 365-7

=> Admin has two ways to approve or reject pending check-in.

First is to select the pending check-in and click on the Approve or Reject button. Here admin can perform this action on bulk data.

Check-in MappyField 365-8

The second way is to open the record in Edit mode and select the status manually in the Check-In Status field.

Check-in MappyField 365-9
Check-in MappyField 365-10

=> All the approved check-ins will be shown in the Approved Check-Ins view.

Check-in MappyField 365-11

The same flow will work for the pending checkouts. You will get all the views like Approved Check In/Check Out, Rejected Check in/Check Outs, Pending Check in/Check out, etc.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/check-in-check-out-in-dynamics365-map/

How to Define Geographies for Existing Territories from CRM

 

Dynamics 365 map gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the Advanced Setting.

Geographies for Existing Territories from CRM-1

Step 1: After navigating to the Advance Settings, you will see the Sales Territory option in the Business Management Setting.

You can manage territories and their geography from the Sales Territory setting.

Geographies for Existing Territories from CRM-2

Step 2: After clicking on the sales territory, you will get the list of All Territories. You can also create new territories and their geography by clicking on a New button.

Geographies for Existing Territories from CRM-3

Step 3: After clicking on the New button, you can add a new territory and its geography.

Geographies for Existing Territories from CRM-4

Step 4: Enter the Territory Name and Save the territory. Once you create a new territory, then you can define the geography of that territory.

Geographies for Existing Territories from CRM-5

Step 5: By clicking on the Define Geography tab, you can define Region for that territory. Click on Territory Management and then plot the area by clicking on the Plot button.

Geographies for Existing Territories from CRM-6

Step 6: After the territory is plotted, click on the Hand icon, select the plotted area and click on create a New Geography option.

Geographies for Existing Territories from CRM-7

Step 7: You can see the list of geography, and you can add multiple geographies for one territory. Then Save the territory, and you can use this territory in MappyField 365 for plotting data.

Geographies for Existing Territories from CRM-8

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This blog is originally published on:
https://www.appjetty.com/blog/define-geographies-territories/

How to Add Asset and Route in the Map

How do you manage routes for different assets (trucks)? Some might carry hazardous material or be extra large to fit on smaller roads!

 

We have provided Asset Management in Dynamics 365 MappyField so users can easily plot their route by trucks (assets).

 

You can see the assets list from the Asset tab, which is shown in the image below using Dynamics 365 map plugin.

 

Step 1: You can add a new asset by clicking on the New button.

Asset Management-1

Step 2: You need to enter the truck details that are required, and you can select Hazardous Material, if need be, like in the image below.

Asset Management-2
Asset Management-3

Step 3: After filling in the required details, Save it. Once the detail is saved, you can see all the assets listed in the Active Assets. You can also Edit & Delete it as per your requirement.

Asset Management-4

Step 4: You can use these Assets (Trucks) when you define a route to transport the products. Enter your waypoint and then click on the Truck icon.

Asset Management-5

Step 5: Now insert the Asset details like truck type, length, height & width, etc., and press the Go button to set the route.

Asset Management-6

Step 6: After clicking on the Go button, the Routes tab will open on the Right side of the screen.

Asset Management-7
 All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/add-asset-find-route-dynamics365-map/

Boost Your Mobile App Sales This Holiday Season

boostyourmobileappsalesthisholidayseason.png

Christmas means the shopping season. There are a lot of discounts, sales, and promotions going on to encourage customers to buy more. Companies use all possible mediums to reach out to their customers.

We all know how much time people spend on their phones. This would be a great opportunity to market your products through a mobile app.

There is a lot that m-commerce can offer. With the help of holiday-themed marketing campaigns, you can definitely drive more engagement. Your app would see more app installs and sales.

You need the right strategy to market your app this holiday season. We will share some marketing ideas for your mobile apps, so you have a fruitful Christmas.

How long do you want the sales to go on?

Christmas shopping season

The holiday mood starts in November and goes on till February. There are a lot of variations that can be made in these four months to attract more customers. We mostly expect the sales to increase around Christmas, but it may come as a surprise to you, all the campaigns perform much better after Christmas.

Make a list of all the important days you want to target before and after Christmas. Now, if you are launching a new app or already have one, you can target specific holidays.

For example, if you are about to launch a dating app, Valentine’s would be ideal. You can start marketing campaigns in a few days. Or if you are launching an online shopping app, Black Friday, Christmas, Thanksgiving, and New Year would be ideal times.

When to start promoting?

5 Days Left

If you want to make the most out of the holiday season, it is best to start early. Customers would probably start searching for gifts in November.

So, if you start to market during that time, you are likely to catch more eyes. You can create a buzz about all the exciting things happening this holiday season.

You might need some changes in your app for ads. Ensure all the content is ready and goes well with the ad structure on your app.

App Store Optimization

App Store Optimization

When you run ads, a lot of new people are going to download the app from the app store. This means your app store content should be optimized as per your upcoming marketing campaign. The standard practice of app store optimization is to update the app description, screenshots, etc., before intensive marketing campaigns. This will give more insights as well as look familiar.

It will definitely help increase store visibility and boost SEO rankings. Promoting deals and discounts by optimizing descriptions and screenshots on the app store will attract more eyes compared to other apps in the same category.

Notifications…Notifications…Notifications

Notifications

Encouraging visitors to your app is not enough. You need to push them to buy the product they like. That is why push notification plays a major role in improving conversion rates. You need to figure out unique content to engage customers with the brand.

Push notifications are the easiest way to connect with customers. You can send them personalized messages or use a tone that makes them feel you are in direct contact with them. Say something based on their previous purchase history, wishlist, or the product lying in the cart.

If the notification is engaging, they will click on it, and that click will take them to recommended products or the homepage, saying more about offers/discounts/sales.

Even though push notifications are the most creative way to engage with your customers, you don’t want to overdo those. Maintain the fine line between being engaging and irritating, and you will save your apps from being uninstalled.

Holiday-Themed Campaigns

Holiday-Themed Campaigns

All competitors would be trying their best to grab attention. You would want to make sure that your app gets an ample amount of attention. With the help of icons and images, try to optimize the apps as much as possible to make the theme appropriate.

Ensure all the platforms where your business exists to follow a uniform theme visually and contextually. The point here is to make space in every customer’s mind. Use social media platforms to share information about upcoming sales, offers, and discounts. All these will together help you drive more customers to open the app.

How Magento App Builder Can Help Businesses

An app built with our Magento App Builder has all that you will need this holiday season. Be it push notifications, sale announcements, sale times, recommended product sections, and whatnot.

For all who are still planning to launch their mobile app, we have a special recommendation for you.

Magento 2 Mobile App Builder!

It is a framework using which you can build custom apps. The framework supports RTL, multiple payment gateways, Firebase analytics, deep linking, and more.

The App Builder is capable of offering the best customer experience with features like one-page checkout, secure payment gateways, customizable dashboards, multiple product listing page views, and more.

Using our Magento 2 Native App Builder, you can have an app ready-to launch within a week. The look and feel of the app, because of its robust features, feels like it was made from scratch.

There is no other way to build mobile apps this fast and enter the m-commerce market within a week. So, you can still make good sales this Christmas by building the mobile app with our App Builder.

All you have to do is sign up and contact our sales team. They will be happy to explain the product in detail. You can also sign up for the demo, it will give you more clarity on how our App Builder works.

All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This Article is originally published on:

https://www.appjetty.com/blog/mobile-app-builder-sales-boost-christmas/

Scheduled Delivery: A Perfect Way to Boost Sales This Christmas

The festive season is around the corner. You would try the best possible theories to improve your sales as a business owner. You will offer discounts, have Black Friday sales, and whatnot.

But did you know you can improve your sales by improving the functionality of your store?

Customer experience plays a huge role here. We all know how much this factor can make a difference in your sales number. One way to achieve this is to upgrade your Shopify store, and our Shopify Delivery Date app is the perfect example.

The app adds functionality to your Shopify store, allowing customers to choose the delivery date and time. Let us learn how you can schedule delivery by integrating the Shopify Delivery Date app.

How to plan a Scheduled Delivery in an eCommerce Store?

Let’s start with an obvious scenario where a customer orders a product from an ecommerce store. The delivery schedule shows that the order will be delivered to the customer in 5 days. But the customer is going out of town and won’t be home on that day.

So what would be the customer’s reaction to this?

Either they would ask neighbors or a security person to collect.

Sometimes, when orders get delivered at unexpecting hours, chances of failed delivery increase. Customers might not be home when the order arrives. Multiple attempts are required to deliver the package, and sometimes, the order has to be returned because of failed delivery attempts.

But if you have integrated an Order Scheduling plugin into your Shopify store, you can give complete control over choosing a delivery date for customers. They can decide the delivery date and time.

Majorly this plugin covers two features:

1. Schedule Delivery

The scheduled delivery feature falls after the customer has entered their address and before the checkout process. Once the customer has entered the delivery address, based on the zip code of the delivery address, they will see a calendar. The calendar will show available and restricted dates.

Customers can choose any date from the available dates. Restricted dates can be manually handled by the admin from the backend.

You can add data about how many days it will take to prepare and deliver the product to the client and, based on these calculations, restrict that many days on the calendar. Thus, customers can only select the days after the buffer days.

Schedule Delivery

(Source)

For example, a customer from city A is ordering a product on the 10th. It takes you two days to prepare and deliver the product. So, the Delivery Date Manager would restrict the 11th and 12th for the preparation and delivery of the product. Customers would be able to select date 13th and later as their delivery dates.

To give more precise information about the order delivery, our Order Delivery Date Manager also offers delivery time slots. Customers can choose the time slot that works best for them.

For example, if the customer chooses the 10th for delivery, the app will ask them to choose the time from the given time slots.

Admin has full control over the time slots. They can customize it day-wise and limit the number of orders for respective time slots.

So, if you have restricted number of deliveries for a particular time slot to 5, it would restrict that time slot once the order number reaches 5.

Just to ensure customers have the best user experience and smooth navigation, we also display messages to guide customers. For example, if the customer chooses the restricted date, the message saying, “Restricted date.

Please choose from the available date” will be displayed. Once the customer successfully selects the date, the message showing “Please choose the preferred time slot” will be displayed. All the messages are customizable. You can give the message that would best explain to your customer what their next step should be.

There is a lot of competition for any product that you sell. Customers will choose to buy from your store if you give them the flexibility to choose and deliver the order exactly when they want.

2. Reschedule or Cancel Delivery

One more flexibility that can attract more customers is the reschedule/cancel order feature. This feature is not only beneficial to customers but also businesses. Let’s find out how.

First, let us understand it from the customers’ perspective. A customer would have full authority to cancel or recharge the delivery in case they are not available to receive the order. Thus, even though they have any other commitments on the delivery date, they can change it and receive their order on another date.

Reschedule or Cancel Delivery

(Source)

From a business perspective, you reduce the chances of failed delivery and save money for multiple delivery attempts. Admin can configure before how many days you want to allow customers to reschedule or cancel the order.

If the customer thinks that they don’t need the product anymore, they can cancel it, and you would save courier charges and efforts to package and send the order.

Similarly, if customers won’t be available in the time slot they selected, you can allow them to change the time slot to avoid multiple delivery attempts.

Why should you allow customers to select their delivery schedule?

If you still have doubts or are confused about whether you should invest in such an app, we have your back. Order Delivery Date Manager might be your chance to make your sales game strong. We have some points to help you understand how a small app can make a huge difference in your relationship with your customer.

Don’t keep them waiting

Don’t keep them waiting

(Source Giphy)

There was a time when we used to go out and get what we wanted at that very exact moment. Ecommerce stores were active even before the pandemic hit. But the pandemic skyrocketed sales of ecommerce businesses. Customers developed the habit of ordering online.

There are two factors that customers feel are a drawback to shopping online. First, they cannot touch the product; the other one is that they must wait for the order to arrive.

For the first option, you can use videos and have a detailed description for customers to know more about how the product would look and feel. For the latter, offering a scheduled delivery would take away their anxiety about when their product will arrive.

Well, not all businesses can offer same-day or next-day delivery like Amazon, but if your customers like what you sell, scheduled delivery is the best way to make their interest in you stronger.

Reduces back and forth and saves time

When you don’t give customers a delivery date, deliver before/after the delivery date, or don’t allow customers to choose the date, the possibility of them not being available is high. And when there is no one to receive the product, multiple things can happen.

Reduces back and forth and saves time

(Source)

The delivery person will call to ask if they can drop the parcel in the neighborhood and if that is not possible, they have to make a second attempt. Whatever the reason is, they have to communicate with the customers.

Sometimes, customers don’t pick up the call, and there is a lot of back and forth in the communication. This back and forth can be reduced upto a great extent with our Order Delivery Date Manager. Improve your employee’s productivity by reducing such tasks and, at the same time, elevate the overall customer experience with your brand.

Best for gifting purposes

We all like to surprise our loved ones on special occasions. But buying gifts prior to the special day increases the chances of them knowing what you bought for them. Time has changed, people nowadays not only gift a card or a mug saying ‘You are the Best,’ clothes, gadgets, and shoes, but it can also be anything. When we say ecommerce stores, there are high chances the products you sell are giftable.

Best for gifting purposes

(Source)

If you allow your customers to choose the delivery date, they will be more than happy to choose your brand over others, even if they deliver the product the next day. Customers’ excitement to receive the product on a special day is more than simply getting the gift. Such experiences would make them keep coming back.

Who doesn’t like options?

In the times no one wants to be anyone’s option, we clearly like getting options!

Customers would be more than delighted when they see multiple options to select from. They can choose a delivery date as well as the time of the delivery.

like options

(Source)

Amazon’s Prime Delivery option was successful because customers like being treated special. They are ready to pay a few extra bucks.

This shows minor changes in your strategy can greatly impact the way you do business.

In this tough competitive environment, customer satisfaction is the only key to making a difference in the crowd.

Reform the way you do business

To add more to what our Order Delivery Date Manager app has to offer, you have managed two more types of delivery apart from the standard delivery process.

If you have a physical store as well, you can add locations of those to your store. Your customers could see the location of the store and select whether they want to pick up the order from the store itself. They might choose this option if they live nearby and want to avoid paying shipping charges. Additionally, your physical store will also get more attention. Customers might buy other products as well when they see them in person.

The other type of delivery option is local delivery. If you have a warehouse in the same city as the customer, you can offer same-day or next-day delivery options. This feature is your way to compete, at least upto some extent, with giant businesses offering same-day delivery.

For more information, book a demo with us and get more clarity on how these features work.


All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:
https://www.appjetty.com/blog/scheduled-delivery-ecommerce-boost-sales/

Calendar 365: Best Alternative to Calendly for Dynamics 365 Users

calendar365bestalternativetocalendlyford365users.png

Calendly is one of the most loved appointment scheduling platforms with over 10 million users.

But is it the best choice for all kinds of users?

Probably not!

If you are an individual or a small business, you have to compulsory purchase a paid plan if you want to have access to their advanced features.

If you are a Dynamics 365 user, you have to pay extra to Zapier to integrate your CRM.

This will add up the price, which is not something everyone can afford. Even if you can, you don’t necessarily have to!

We have a much much better solution for you!

Calendar 365!

There is a lot to compare between Calendly and Calendar 365. This article will give you clear insights into why we say Calendar 365 is a great alternative to Calendly.

Calendly – Overview

Calendly is a meeting scheduling app that helps you manage your schedules efficiently. It is loaded with all the features that scheduling software requires. The app includes workflows and integrations that work best if you have cross-functional teams.

They have a free plan for small businesses and individuals with limited features. But large teams might require more customization and features, which are covered in their paid plans. For Dynamics 365 users, Calendly offers third-party integrations like Zapier to integrate CRM with Calendly, but you have to pay extra.

Calendar 365 – Overview

Calendar 365 is a meeting scheduling plugin for Dynamics 365 users. The plugin lets you schedule collision-free meetings, monitor your resources’ schedules, keep track of different activities, and visualize any time-box activities in calendar view.

Calendar 365 is an end-to-end activity management solution. Monitoring the progress of all the ongoing and upcoming activities becomes easy. As you can use all these functionalities within the CRM, there is no need to export CRM data. Thus, there is no data security risk. Moreover, you don’t have to manage any third-party extension like Zapier for CRM integration, which means you reduce the number of challenges as well.

Calendly vs. Calendar 365 for Dynamics 365

Here is a quick recap of the major differences between Calendly and Calendar 365 for Dynamics 365 users.

Features

Calendly

Calendar 365

Pricing

High subscription plan + Zapier integration charges

Affordable plan + No third-party integration required

Connected Contacts

Not available

All CRM Contacts

Custom Design and Branding

Not available

Customizable

Multi-language Support

Not available

Available

Room/Conference Booking

Not available

Available

Why is Calendar 365 better for Dynamics 365 users than Calendly?

Dynamics 365 CRM users can have a more seamless appointment scheduling experience with a plugin than using a separate tool.

Calendar 365 plugin integrates with the Dynamics 365 CRM, and this integration brings a lot of advantages:

  • Calendar 365 is a plugin that integrates directly with the CRM. Unlike Calendly, you won’t need Zapier-like third-party extensions for integrations.
  • As you don’t need third-party integrations, the cost will also reduce. Calendly subscription plans are already pricey, plus you have to pay extra for integrations. But with Calendar 365, you save your hard-earned money.
  • There are chances that you face challenges while integrating your CRM with other extensions. You might not have a seamless experience with CRM, so no worries.
  • Any CRM or non-CRM users can book appointments. You don’t have to necessarily add them to your CRM, and it is not mandatory for them to be registered Dynamics 365 CRM users.
  • No need to manage the calendar as an extra tool. All the Calendar functionalities and appointment scheduling features will be added within the CRM.

All these advantages show that Dynamics 365 users shouldn’t blindly choose Calendly because everyone else is using it. You can have access to much better and more features than Calendly in the Calendar 365 plugin, and that too at an affordable rate.

Other features of Dynamics 365 Calendar plugin

Calendar 365 is not only a better alternative of Calendly in terms of appointment scheduling, but it has amazing features that can help you wisely plan your day.

Resource Calendar

Managing all the activities associated with your resources becomes much easier with Calendar 365. Our calendar shows the availability of resources and the activities they are involved in.

So, if managers want to see who is assigned what tasks, they can do so with our resource calendar. Management will have better visibility of the ongoing tasks and resources associated with them.

To improve visualization, our calendar offers different types of views like Top Down, Timeline, Gantt, and Agenda views. Different views help you build a better context of all the data on the page.

Customer Calendar

Our calendar tracks the complete sales lifecycle of customers. The calendar shows how your resources interact with the customers and the activities associated with them.

Thus, it will be easier for the managers to give suggestions on the ongoing activities or have an overview of activities. Activity management becomes much easier with our Calendar 365.

Entity Calendar

Any custom requirement of yours will be fulfilled by Calendar 365. It allows you to choose custom entities and activities for your custom requirements. You get a customizable form with different entities to choose from.

As the entity calendar is all about customizing your requirement and showing it on a calendar, it also allows you to color code entities. Thus, colors will help you recognize the entities and the activities associated with them visually.

Final Words

The above discussion makes it pretty easy to understand that Dynamics 365 should choose the Calendar 365 plugin over Calendly. It is the one and only alternative of Calendly for Dynamics 365 users.

Appointment scheduling activities become much easier with the Calendar plugin as once it is integrated, your work is done. Our team also helps you with the integration process.

The prices are much more affordable compared to Calendly. You get a lot more features as well. So let’s set up a meeting and we will tell you all the ways that Calendar 365 can work for you.

 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:
https://www.appjetty.com/blog/alternative-of-calendly-calendar365/

Microsoft Bookings Vs. Calendly: Which One is Best for Dynamics 365 Users?

One of the most challenging parts of a business is managing time with prospects and existing customers.

Scheduling appointments with new and existing clients and managing time with all is a tough task.

To manage appointments, businesses often use a scheduling app. There are so many in the market, but there is an ongoing debate between MS Bookings and Calendly.

These two platforms have similar intent but are quite different in terms of features and pricing.

So if you want to know what will fit the best to you as a Dynamics 365 user, stay here. By the end of this blog, you will have an answer!

Microsoft Bookings

Microsoft Bookings is an appointment scheduling app and a part of Microsoft 365. With its easy-to-use interface, you can use it to manage appointments and schedules. It becomes easy for customers to book, reschedule or cancel meetings.

MS booking is compatible with small-sized businesses. It is also integrable with Outlook and other private calendars of your website.

Looking at the features MS Bookings has to offer, it allows users to create templates for recurring appointments. So, appointment booking becomes much easier and faster for customers and the resources handling it.

To use MS Bookings, you have to subscribe to MS 365. You can’t use MS Booking as an individual app. You get access to it even if you purchase a basic plan of MS 365. But if you don’t want to subscribe to MS 365 plan, you won’t be able to use the calendar as well.

As discussed above, it fits the requirements of small businesses but won’t be able to fulfill the demands of enterprises. So, if you have a growing business, it might not be the best choice for your business. But if you are already subscribed to MS 365, not willing to pay extra for a calendar, and have basic requirements, MS Bookings is a decent choice.

Calendly

Calendly is software for booking appointments and managing schedules. It is popular for its meeting scheduling features. Using this feature, customers have to select a time slot, and their appointment will be booked.

Like MS Bookings, Calendly is also integrable with other calendars. You can also import a file of your existing schedule to Calendly.

Other than the meetings scheduling feature, Calendly has various other features that work for all business sizes. All the features it provides are fully customizable.

Calendly has a free plan with basic features. But if you want to use advanced features as well, you have to choose a paid plan. So even if you are a small business and have limited users and usage, you still have to pay to use more functionalities.

Calendly is an independent app. If you want to integrate your CRM with Calendly, you have to pay third-party extensions for integrating CRM. So, you will be paying for one more thing if you want the CRM integration with it.

Cons of Using MS Bookings

  • MS Bookings lacks integration with CRM and other tools.
  • It offers basic personalization, which is way less than what Calendly’s paid plan has to offer.
  • You might find it difficult to use MS Bookings, but it gets easier with their step-by-step guide and regular use.

Cons of Using Calendly

  • Free version has limited features. Small businesses have to compulsory purchase a paid plan.
  • It offers integration with CRMs, but there are challenges associated with it. You have to pay third-party service providers for integration. Thus, you have to pay at two different places to use Calendly with your CRM.

Which one is the best?

The best scheduling app for you would totally depend on your business requirements. Make a list of the features you require and compare those within both apps. The next step would be price. For a small business, prices are going to matter a lot.

For MS Bookings, you have to be a Microsoft 365 user. If you are and only have basic requirements like scheduling a meeting and managing schedules, MS Bookings might be the best choice for you.

You won’t have to pay extra for an app and can use it to better plan your days. But here, you have limited features and limited growth chances.

If you use any other platform, Calendly can be your tool. It is not platform specific and comes with a lot of features designed to make the meeting scheduling process easy for users.

But if businesses wish to use their CRM data while managing schedules, they have to pay extra to third-party extensions to integrate CRM into Calendly.

As you know, Calendly offers only limited functionalities in the free plan, you have to purchase a paid plan for business activities. Additionally, you also have to pay extra for the integration extensions.

Thus, you are paying at two places. Small businesses might find it costly as you have to pay extra over Calendly’s pricey-paid plans.

MS Bookings vs. Calendly?

Still not sure which one to choose?

We have a bonus suggestion for you! 👉 Calendar 365

Our Calendar 365 is a plugin made especially for Dynamics 365 users. You don’t have to pay any third-party service providers for integrations. This plugin will add functionalities to your CRM.

It has an intuitive interface and is loaded with features to simplify your daily scheduling activities.

Calendar 365 is way more affordable than Calendly, as you have to pay only for the plugin.

You don’t have to manage the calendar as an extra tool. It is within the CRM, making it easy to use.

You get an easy meeting scheduling link feature along with a lot of others like Resource, Entity, and Customer Calendar that is fully configurable.

Book a Demo with us to know why it is the best choice for Dynamics 365 users.

 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This article is originally published on:

https://www.appjetty.com/blog/msbookings-versus-calendly/

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