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Blog posts February 2020

Common Shipping Glitches and Ways to Fix Them

Common Shipping Glitches and Ways to Fix Them

If customers place orders on your site, they also expect a hassle-free delivery experience. While several glitches can ruin this, delivery failure is one of the most common ones. This is where integrating a Magento 2 estimate Delivery Date extension with your Magento store, or practicing some …

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Australia Post and How a Simple API Can Transform Shipping


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With the shift to online, we no longer need to buy things by going to brick and mortar stores. Estores have taken over. From last eCommerce enterprises to small niche stores, we have all our needs covered. You can easily order an item from anywhere in the world and have it reach somewhere else. …

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How to Stay on Top of Your Clients with Nearby Data Search

You can use your CRM to the most when it comes to on field activities. You need the right tools for this, and a Dynamics 365 mapping is the way to go about this.

The reason for using a third party tool is simply because Dynamics itself does not provide an extensive default option. But let’…

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How to Visualize Records on Map using Drawing Toolbar

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Dynamics CRM allows you to plot one entity record on the map at a time directly. We wrote a guide explaining how you can do it. On the other hand, a Dynamics CRM Map integration allows you to plot multiple entity records. On top of that, you can use a drawing tool to visualize your records in…

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3 Key Steps to Plan Multi-Stop Routes with Dynamics CRM

3 Key Steps to Plan Multi Stop Routes with Dynamics CRM

 

Less time on the road means more time with customers, which can drive more business.

Any sales rep would agree that multi-stop route planning is one of the most tedious parts of their job that consumes most of their time.

An ineffective route planning can not only affect your sales…

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Create, Assign and Re-assign Sales Territories in Dynamics CRM

 


 

To maximize the potential of targeted markets, organizations create sales territories based on factors like customer segment, geography, sales potential, its history or the combination of all these factors. Creating sales territory not only helps the company to earn better but also…

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How to Plot Entity Records on Map in Dynamics 365

 

 

The more scattered your data is, the harder it gets for you to understand and make any decisions. Moreover, to understand your current customer base as well as your opportunities and leads, it is imperative to have an overview of all your accounts, contacts, and leads.

So, in this…

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5 Points to Consider Before Translating a Website

5 Points to Consider Before Translating a Website
Are you a business owner who’s already made it big in domestic markets?

If yes, then what’s your next venture?

Out of umpteen ideas running through your mind, one must surely be of taking your business global. And it’s a great idea without a second thought. But have you braced yourself f…

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Revamp Your Marketing with Quick Maps

Revamp Your Marketing with Quick Maps(1)

A strong marketing plan is the most critical aspect for the success of any business. Now, strong does not mean just working long hours. It means a plan that is focused on achieving goals that drive results; and your business.

To keep your plan strong through and through in this changing lands…

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How to View/Create/Edit Customers’ Activities in Dynamics Calendar

 

 

 

Managing CRM and calendar separately for activities becomes tedious and time-consuming. You have to manually update changes in Calendar as well as CRM. If you use the default calendar that Dynamics 365 provides, you’ll need to create the activity for every individual contact se…

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Make Your Busy Schedule a Productive One with Dynamics Calendar

 

 

Over 25 million meetings happen every day in the United States alone. This gives us an idea of how difficult it can be to control a calendar schedule.

Now, between these meetings and 5-feet long to-do list, sometimes you lose sight of the important tasks. However, there are little tweaks …

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Improving Appointment Scheduling in Healthcare with Dynamics CRM

Improving Appointment Scheduling in Healthcare with Dynamics CRM

As per the data by the AHRQ, about 10 percent of patients are not getting access to the appointments on-time. On the contrary, the primary care appointments have risen by 5.4 percent since the Affordable Care Act.

This is a critical issue, especially in the industry where on-time treatment is…

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How to Manage Activities with Dynamics Calendar

How to Manage Activities with Dynamics Calendar
Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members.

Here the question arises, how can you make the most out of them?

For examp…

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13 blog posts