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AppJetty At A Glance
AppJetty MappyField 365 provides a map visualization of the Dynamics CRM records. You can manage the sales activities, define the routes, and perform different actions for the team.
You can plot the records on the map by selecting the required entities. When you plot the records on the map, the records will be plotted using the different pins for different entity records. You can change the push pin appearance for the specific records to recognize it on the map easily. You can also add a custom icon to personalize the entity records on the map. Let’s see how you can plot records using a customized pin of your choice. Step 1: Navigate to MappyField 365After logging into Dynamics 365, click on MappyField 365 from the Dynamics 365 apps dashboard. Step 2: Plot records on MappyField 365 mapNow, plot the records on the map by selecting the CRM entities that are configured from Entity mappings. Under the Plot tab, select the Entity and its Records view. When you click on the ‘Plot’, you will see the pin by default. By clicking on the +Add Legend, you can add more entities and the pins will be selected automatically for the new entity. The pins that are selected here will be plotted on the map. Here, the ‘Accounts’ & ‘Contacts’ entities are selected. Now clicking on the Search button, the entity records will be plotted on the map where the pins will differentiate the entity records. So from the pin color, you can visualize the entity records and perform the actions accordingly on the map. Step 3: Pin selection and customizationStep 3A: Change the pin shape and colorNow, if you want to change the pin for the specific entity, MappyField 365 enables you to change, not just a pin color but you can select the pin’s shape as well to differentiate the plotted entity records. Under the ‘Plot’ tab, by clicking on the pin icon of the ‘Contacts’ entity, the pin selection tool will open. You can select the options of shape and color as per given combinations. By selecting any of them (pin shape & color), the pin of the entity records will be changed and it will be replaced on the map. Step 3B: Add customize Pin iconYou can also add your push pin icon by browsing the image icon from your local drive to define and visualize the pins of the specific entity record on the map. You can add the icon for the specific pin by clicking on the add + icon. By clicking on the add + icon, select Custom Pin popup will appear from where you can add an icon to define the pin for the specific entity records. Here you must insert the SVG file with a height of 30px and a width of 20px. You can download an SVG file for a sample or you can add a new SVG file. Once you have uploaded the SVG file, click on the Save Icon button that will add the selected icon to the pin selection. Now, by clicking on the newly added customize pin, the pins will be replaced with the new icon on the map. You can see the new customized pin for the Contact records on the map. In this way, the users of MappyFIeld 365 can customize and change the pin icon to differentiate the plotted records on the map. It can help you get a visual overview of different records. Source : https://www.appjetty.com/blog/how-to-customize-the-push-pins-for-entity-records-to-visualize-on-the-map/ We cannot ignore the fact the world sculpts itself in a new shape every day with the injection of ecommerce. Entrepreneurship also has its own kind of technology driven motivation. Ecommerce, Entrepreneurship, and technical innovations, all go hand in hand. Moreover, they all play a major role in sculpting our world.
What does an eCom entrepreneur need? The primary thing that creates a mature entrepreneur is an idea. In addition to an idea, having a knack of grabbing opportunities develops entrepreneurship. Entrepreneurs must know that the growth of their business is directly related to the user's happiness! The more the users enjoy their shopping experience, the more they tend to like you. Apart from the shopping experience, another aspect you need to focus is on customer relationship management. Microsoft Dynamics CRM is one such tool that governs this. To boost relationship management, various other tools from AppJetty are the products that you need. Inventory and Warehouse Management in our hyperactive world is a serious task. In fact, to manage the supply chain and the delivery system itself a mammoth task! Managing the inventory with a few, other tasks necessitate the tools for your online portals. AppJetty has the capacity and range of products that act as catalysts for your online firm. It is a one stop solution for all your eCom troubles. Here we discuss the top five, AppJetty powered dynamics CRM tools that aid you in managing your customers. Here are the five best MS CRM dynamics 365 Plugins to enhance your managerial skills:
1. Calendar 365 for Dynamics CRMThe Calendar 365 for Dynamics CRM helps you manage all your vital activities like tasks, appointments, phone calls, letters, fax, emails, and custom activities effortlessly. You can view the calendar in multiple view formats like List View, Timeline View, Gantt View, Top down View, and Agenda View along with Day, Day Span, Week, and Month View. Why Calendar 365 for Dynamics CRM? An ideal CRM software should take care of tasks of all your departments and help the workers of your firm to connect with the clients in a healthier way. It lets you bring all the workers on a common platform. It takes ownership of different aspects of your firm and improves productivity. Calendar 365 for Dynamics CRM is a calendar solution for Dynamics CRM, which helps management of activities. It helps you keep track of all the CRM users. It gives you a bird’s eye view on yours and your team members’ tasks. You will never miss important events and deadlines as you always get notifications. A super admin authorization allows you to personalize the look of the tasks in the calendar according to the priority. You can also view holidays apart from managing day-to-day activities, specified by the admin. With the assistance of Microsoft Dynamics CRM activity calendar Plugin, you can also look at the activities form one of the statuses including “Cancelled,” “Completed” “Open,” and “Scheduled.” Investing into Calendar 365 for Dynamics CRM can be a wise investment idea. Request Demo 2. Mappyfield 365 for Dynamics CRMHaving all your contacts’ information in CRM and a separate map to reach them becomes tedious. Instead, if you are able to visualize all your CRM contacts with full details right on the map; you can get rid of back and forth and save time. Our Mappyfield 365 for Dynamics CRM empowers you with that ability. It is a next-gen CRM mapping plugin that helps you visualize all your CRM data on the map. Further, you also get the support for PowerApps (CDS) with it. This ready-to-integrate and interactive mapping plugin is an ideal fit for all the sales managers and reps. Our team has ensured to equip this tool with all the cutting-edge features you seek in a mapping tool. This tool provides territory alignment and management, geo-analytical dashboard, live tracking, heat maps, check-in/check-out for users, route optimization and sharing, and any other feature you name. If you want to streamline your sales territory management, this plugin is worth considering. Request Demo 3. Inventory ManagerBefore understanding product features, you should understand the importance of inventory management. Inventory Manager is the most vital element of any business and manufacturing economy. It manages the demand and supply chain after the manufacture of goods and before shipping them to the delivery location. If there is inventory mismanagement, your supply chain can have bottlenecks. The products may suffer an unwanted halt in the supply chain, pushing the delivery dates to the shore. It may result in compromises with the profits. In addition, it also leaves your customers dissatisfied. Eventually, all of it ends up giving you incremental negative consequences. What is Microsoft Dynamics 365 Inventory Management? Microsoft Dynamics 365 Inventory Management is an enhancement of our purchasing assistant tool. It is a full-fledged technical inventory manager for your Microsoft Dynamics 365 inventory management. It lets you manage and keep a track of your entire inventory. As it is an upgrade of the purchasing assistant tool, you can generate purchase orders, add, and modify suppliers. Inventory Manager aids in an inward and outward flow of stocks. Wouldn’t it be worth an investment if you could maintain your stocks and provide timely delivery to your customers? And have a tool which guides you and alerts you for the goods which are low in stock? With this tool, you won’t ever run out of stock and never have too much of stock! If you are looking to streamline your purchase and stock keeping procedure then Microsoft CRM Inventory Management is everything you need. Inventory management creates an environment where you can trust the changing supply chain requirements. It creates an environment where the accuracy of your inventory is absolute. Custom Dynamics 365 Auto NumberingA numbering tool is another such tool that gives you the best platform for managing your customers. Microsoft Dynamics CRM Auto Numbering Plugin is an essential tool for managing your numbering pattern in the CRM. It can never be universal as not all businesses have the same nature of requirements to label their records. However, it is critical to computerize them all the same. Do you want to assign a dynamic pattern to the numbering system of your CRM Records? Do you want to assign a prefix and suffix to your numbering pattern? Well, AppJetty’s Custom Dynamics 365 Auto Numbering Tool gives you this opportunity. The tool allows you to assign prefix and suffix based on the date of record, letters, or the combination of both. It can also be the static set of both. This solves the major challenge of managing your numbering system. The displeasure from writing complex codes repeatedly to manage the unique identifiers of the customer records ends with the auto-numbering tool! In fact, with this tool; you can add clear numbers by generating auto-numbering to your CRM records. CRM Dynamics tool allows you to define your preferred prefix and suffix. Smart Alerts for Dynamics CRMSmart Alerts is a Microsoft Dynamics 365 Alerts Notification Plugin that enables CRM users to add and manage alerts for diverse entities in their CRM. You can effortlessly add all the critical data and information to individuals as well as bulk records. The Microsoft Dynamics CRM lacks the trait of displaying notifications and alerts. This creates prolonging response cycles. Moreover, unaddressed customer issues and some missed deadlines! To address this challenge, you require a feature that provides you with alerts on vital CRM entities. Smart Alerts is a carefully developed Microsoft Dynamics CRM Alerts Plugin that enables CRM users to add and manage alerts for different entities in the CRM. Once you incorporate Smart Alerts to your CRM, it becomes easy for you to add critical data/information to individual and bulk records. The users get a pop-up alert in the form of a message whenever they access that record. Using the Dynamics CRM Smart Alerts plugin, you can create and view bulk alerts. Moreover, you can add multiple alerts for each record, set alert types, add start and expiry date for each record and do much more! Smart Alerts for Dynamics CRM helps you in creating and managing pop-up alerts. These are in relation to tasks, information, and workflows which need implementation at the right time. These alerts help you to be quick while prospecting, list building, lead qualifying, and many other processes. By accomplishing tasks on time and curbing the response cycles, your team will be able to enhance their yield up. Source : https://www.appjetty.com/blog/five-must-plugins-microsoft-dynamics-365-crm/ AppJetty MappyFIeld 365, a plugin for Dynamics365, lets you plot the CRM records on the map to help the sales team perform different tasks and activities. Along with the Route optimization, schedule the activities and search the routes. Find nearby locations on the MappyField 365 map using the default Bing map integration. In this blog, we explain how to search for any POI (Point of Interest) location like Restaurant, Cafe, Gas Station, Hospital, Pharma nearby on the map. Suppose, your sales representative (or service executive) is working in the field for visiting clients for appointments or meetings. The sales rep got a call that the client is not available for an hour, at that time where and what should they do? Either go there and wait for the final call or find the place somewhere else to take some rest and plan the next meetings. So the AppJetty MappyField 365 helps the users to search any nearby locations on the map itself. You can do this based on inserting the address manually and based on the nearby location of the specific entity records from the map. Because MappyField 365 is integrated with Bing Maps, users will get the mapped nearby location. Follow the below steps to find the POI location from the MappyField 365: - Navigate to the MappyField 365 -> ‘Map’ - Find the POI in three different ways: > “POI” tab header menu > Nearby location of the selected entity record > Context Menu - By right-clicking on the map - Search “Other POI” locations from the list Step 1: Navigate to MappyField 365After logging into Dynamics 365, click on MappyField 365 from the Dynamics 365 apps dashboard. Step 2: Search the POI on MappyField 365 mapTo search and plot the specific Point Of Interest locations on the map in 3 different way: - From POI tab - Nearby specific entity record - From Context Menu Step 2.1: Open POI tabYou can search the POI records under the POI tab from the header. By clicking on ‘POI’, the menu will appear from where you can search any Point of Interest location by inserting the specific address. Location: Enter the address of the specific location for which you want to find POI. Here the Seattle location is selected. Now, select the POI which you want to find for the location. Here ‘Restaurant’ and ‘Coffe shops’ are selected as POI. Now, click on the Go button, it will plot the selected POI on the map nearby the selected ‘location’ and you will get all the plotted POI details in the right panel. Here you can check the Restaurants & Coffee shops records on the map and check the address &contact details from the right side slider. Step 2.2: Search POI nearby any record’s locationNow, plot the records on the map by selecting the CRM entities that are configured from Entity mapping. Under the Plot tab, select the Entity and its Records view. Here the account records are plotted on the map. Now, by clicking on any record, you will get the record’s detailed slider from the right side. Search in the ‘Point of Interest’ option. Select the POI and click on Go. You can see the selected POI locations on the map with address details and contact details. Step 2.3: From the Context menu:By right-clicking on the map it opens the context menu, from here you will get the ‘Set As POI Location’ option. Now, by clicking on the ‘Set As POI Location’, the POI option will open under the ‘Plot’ tab. You will get the address details of the location where you right-clicked on the map. After selecting the POI, click on the Go button to plot the selected POI records on the map. So based on the requirement, the sales reps can search the nearby POI location using three different ways. Step 3: Search Other POI on MappyField 365 mapBy clicking on “Other”, you will get the list of the POI locations. By selecting any POI from the list, the locations are plotted on the map nearby the selected or added location. From the list, ATM & Pharma options are selected. Now, after selecting the POI locations, click on the GO button to search the POI on the map. In this way, any sales reps/service executives find the POI locations and manage their activities. Source: https://www.appjetty.com/blog/how-to-search-point-of-interest-near-any-location-on-mappyfield-365/ Your team can get more organized and more reliable by adding a calendar to Microsoft Teams. By connecting AppJetty Calendar 365, a Dynamics 365 app, with Microsoft Teams, your scheduling tasks will be easier.
By connecting with Microsoft Teams, the calendar records will sync on both sides and keep updating all your meetings and events of Calendar365. The calendar on Microsoft Teams will help the team members who are using Microsoft Teams. They can easily manage the activities and upcoming tasks, events, appointments, etc. of the Calendar 365 app from Microsoft Teams. Now, you can follow the below steps to add a calendar to Microsoft Teams: > Enable Microsoft Teams integration feature (Dynamics 365 side) > Install Dynamics 365 in Microsoft Teams > Add Calendar 365 using the Sitemap editor form the Dynamics 365 > Directly select the Calendar 365 app (as a model-driven app) from the Microsoft Teams Step 1: Enable Microsoft Teams integration featureFirst, you must enable the integration feature from the Dynamics 365 settings. For that, follow the steps: - Sign in as a system administrator to your customer engagement app in Dynamics 365. - Go to Settings > Administration > System Settings > General tab. - To enable a basic collaboration experience, select Yes for “Enable Basic Microsoft Teams Integration”. - Once you enable it, it may take 5 - 10 mins to process further. Step 2: Install the Dynamics 365 app to Microsoft TeamsNow, Install the Dynamics 365 app and set up the Microsoft Teams collaboration channel tab, and follow the below steps: - Click on Apps and add Dynamics 365 (or just D365) in search. - From the result, click on the “Dynamics 365” app to add to Teams. - Open the D365 App and click on settings to select the “Environment”(Org) and model-driven app (D365 app) that you want to view in Microsoft teams. - Now, to view the selected Model-Driven Apps Data in Microsoft Teams, click on Dashboard where you can view the selected app in Microsoft Teams with D365 data. Step 3: Add a calendar to Microsoft TeamsThere are 2 ways to add Calendar 365 in Microsoft Teams: - Using Sitemap editor - Directly adding Calendar 365 as a model-driven app Step 3.1: Add Calendar 365 pages in Dynamics 365 app to Microsoft TeamsYou can add the pages of Calendar 365 which you have selected in Microsoft Teams. - Go to Apps Sitemap editor (Ex.: “CRM Hub”). - Edit Site Map and select the group in which you want to add calendar 365 page and then click on + Add and select SubArea. - Under the SUB AREA setting select the below properties: > Type = Web Resource > URL = finalCalendar > Title = Calendar (you can add your custom title here) - Save the modification and click on the Publish button. After publishing from Dynamics 365, make sure the same application is selected in Microsoft teams as a Dynamics 365 app. Now, by clicking on My Dashboard, you can see the calendar of the Calendar 365 in Microsoft teams. From the activity calendars of Calendar 365, you can perform the activities for your teams from Microsoft Teams. Step 3.2: Directly add Dynamics 365 app in Microsoft TeamsYou can directly select “Calendar 365” under the Dynamics 365 app that you want to access as a model-driven app. - Calendar 365 is available as a Model-Driven app so you can also directly select Calendar 365 in Microsoft Teams application selection. - Now, you will get the activity calendars of Calendar 365 under the My Dashboard. You can check the scheduled activities and manage accordingly from here. - What the action performs from here will sync into Calendar 365 on the Dynamics365 side. In this way, you can connect Calendar 365 with Microsoft Teams and your team can also access the Calendar 365 records and activities from Microsoft Teams. Source : https://www.appjetty.com/blog/how-to-connect-the-dynamics-365-calendar-app-with-the-microsoft-teams-app Dynamics 365 by Microsoft is a popular CRM due to its engaging features like easy customization, intelligent insights, high productivity, and security. Bing Maps, the mapping service by Microsoft, is also in high demand. Well-detailed maps with multiple layers, modern and easy-to-use interface, freedom to save locations to the personal library, etc. are the features that make it popular. If you have Dynamics 365, you can integrate Bing Maps to scale up your business. If you also want to learn how to make the best use of Dynamics 365 Bing Maps integration, keep reading further for the steps. Integrate Bing MapsThe first step you need to follow is creating a Bing Maps account. In addition to that, you will also need to create an API key. To create that, there are a few steps you need to follow. First, log in to Bing Maps Dev Center using your Microsoft account. Navigate to “My Account” and click on “My Keys”. Fill the form that shows up and click “Create”. You will get your API key details. After getting the API key, you will need a Bing Maps key to authenticate your application and for Dynamics 365 Bing Maps Integration. Talking of Bing Maps keys, there are two types - the basic key which comes free of cost, and the enterprise key that you have to pay for. As the name indicates, the basic key is for small businesses while the enterprise key is for big businesses with a large customer base. The best part is that you can customize the features of Bing Maps to suit your business requirements easily with a Bing Maps key (or licensing key). To get help customizing your Bing Maps as per your business, you can take the help of development services. Our MS-certified professional developers can help you customize your Bing Maps and make it an ideal fit for your business. To explore more, check out Mappyfield. Request Demo Manage Bing Maps for Your BusinessOn turning Bing Maps on, users can see the map of a customer’s location on viewing entities like contacts, leads, or accounts. Here are the steps to follow to obtain Dynamics 365 Bing Maps integration for your Dynamics 365 organization. For On-Premises Organizations1. Go to Settings and click on Administration. 2. Select System Settings. 3. Go to the General tab, 4. On the General tab, navigate to Enable Bing Maps. 5. Click Please enter the Bing Maps key and enter your license key. 6. Click OK. For Online Organizations1. Go to Settings and click on Administration. 2. Select System Settings. 3. On the General tab, navigate to Enable Bing Maps. 4. Click Show Bing Maps on forms, and choose between Yes or No. 5. Click OK. How to Use Bing Maps in MappyfieldMappyfield, our Dynamics CRM mapping plugin allows for easy visualization of CRM data on the map. If you have Dynamics 365 and want to visualize CRM data with Bing Maps, Mappyfield can help you out. Mappyfield helps establish a seamless connection between your Dynamics 365 and Bing Maps. You can integrate Bing Maps into your CRM with Mappyfield. If you want, you can use Bing Maps as it is. If need be, you can also customize Bing Maps with your licensing key - basic or enterprise. Our developer team can help customize one or more default features of Bing Maps for you to suit your organization. This way, you can use default Bing Maps features as they are or customize them as you want with Mappyfield. In other words, Mappyfield facilitates a Microsoft Dynamics CRM Bing Maps integration for your business. Features You Can Get with Dynamics 365 Bing Maps IntegrationThere are some features in Mappyfield that are native to default Bing Maps features. Dynamics 365 Bing Maps Integration using Mappyfield enables you to use them seamlessly. Here are some highlight features of Mappyfield that you can use after Microsoft Dynamics CRM Bing Maps integration. - Route Optimization and Sharing - With Mappyfield, you can create optimized routes and share them with your on-field resources. By finding nearby customers in their territories, they can also cover more customers in less time, and boost productivity. - Check-In/Check-Out - With Microsoft Dynamics CRM Bing Maps Integration, you can also track the progress of your on-field resources. You can view the check-ins and check-outs of their appointments, tasks, etc. in real-time. In fact, you can visually trace their daily progress on the go right on the map. - Proximity/Radius Search - You can search your contacts by proximity (radius), region, or shape. You can then create a category-specific view of multiple plotted entities on Dynamics 365 Bing Maps Integration. - Live Tracking - With live tracking, you can stay on top of every single movement of your resources throughout the day. Full knowledge of their whereabouts can reduce the redundant communication between you and them. This can help increase the overall productivity of your organization. By now, you must have understood that Dynamics 365 Bing Maps integration helps extend the functionality of your Dynamics 365. With everything from CRM entities to on-field resources’ live locations right on the map, your management efficiency soars as well. Ready to Get Microsoft Dynamics CRM Bing Maps Integration?If you also want to enhance the productivity of your Dynamics 365 with CRM data visualization, it is time you integrated Bing Maps. Our Mappyfield can help streamline your integration of Dynamics 365 with Bing Maps. With over 14 years of experience in CRM and app extensions for Magento, WooCommerce, Shopify, etc.; we assure you the best-in-class integration services. Our MS-certified professional developers can provide you with all the assistance you need for the integration and customization of Bing Maps. In case you are just beginning and don’t know where to start, we have got you covered. We can guide you on the various aspects and get you the clarity you need before you proceed. We also provide a 30-days free trial window to give you enough time to get familiar with our product. To check out our Mappyfield plugin and integrate it with your Dynamics 365, click here to book a demo. Request Demo Source:https://www.appjetty.com/blog/make-the-most-dynamics-365-bing-maps-integration/ According to an analysis by Deloitte Access Economics, Australia Post’s delivery services contributed to an additional $2.4 bn during the COVID-19 crisis in comparison to last year. Australia Post continued to serve as a lifeline for around ⅔ businesses that reported revenue declines globally.
If you are a Shopify store owner looking to offer one of the best global shipping services, i.e. AusPost shipping services to your customers, you are at the right place. Our AppJetty Auspost Shipping is a feature-rich Auspost Shopify app that can be an ideal fit for your Shopify store. By letting you manage Australia Post shipping rates right from your store, our Shopify Australia Post app helps streamline your shipping management. You can also calculate shipping rates easily without referring to the official Australia Post site every now and then. Below are the salient features of our Australia Post Shopify app that make it worth your consideration for your store. 1. Multiple Options for Assignment of Product Dimensions With our AusPost Shopify app, you can choose any of the three ways given below to assign dimensions to products in your store. – Manual Assignment – With manual assignment, you can assign dimensions individually to all the products in your store. – Bulk Assignment – As the name suggests, you can set common dimensions to all the products in bulk in your store. This can help you cut down on the time that you would otherwise use in manual assigning dimensions. Bulk assignment is more ideal for a big store with a large collection of categories of similar items. – Default Assignment – Default assignment is for those products for which product dimensions don’t fit the pre-defined parcel sizes. The store admin can configure default dimensions for such products for the purpose of shipping rate calculation. 2. Auto-Update of Shipping Services In case there are any changes in AusPost services you avail, our AusPost Shopify app provides the re-sync feature. This feature enables you to accommodate all those changes in your store and have them reflect on the frontend for your customers. This eliminates the need to go back and forth between your store and the AusPost official site to refer to services. 3. Live Shipping Rates Our AusPost Shopify app allows small businesses with low volume of shipments to fetch live shipping rates during checkout for customers. All that the business owner needs to do is to enter the API key registered with Australia Post to use live shipping rates to calculate applicable delivery charges. 4. Contract Shipping Rates There are some businesses with a high volume of shipments. For those businesses, merchants can enter account no., user no., and password to fetch contract shipping rates during checkout. This helps them avail concessional rates that Auspost offers for large volumes of shipments. 5. Choice of Shipping Services With our Shopify Australia Post app, you can also manage multiple Australia Post shipping services. In case of multiple shipping services, you can enable or disable one or more of them in real time as and when you need to. Only those shipping services that you enable will be visible to customers leaving out the rest. How to Set Up Shopify Australia Post? If you want to install Shopify Australia Post, there are a few steps you need to follow: 1. Log in to your Shopify account as Admin. 2. Search for the AppJetty Australia Post and select it. 3. After you select AppJetty Australia Post, click on the “Add App” button below it. 4. When you click on the “Add App” button, a “Log in to your Shopify store” pop-up will appear on the screen. 5. Insert your Shopify store link there and click on the “Login” button. When you click on “Log In”, you will get redirected to the “Install” page. 6. In the final step, install the Shopify Australia Post app by clicking on the “Install App” button. There are a few benefits that you can get by using our Shopify Australia Post app. You can integrate it with your Shopify store easily and start managing shipments in no time. The app is ready-to-integrate and requires no advanced knowledge of programming. Thus, Shopify Australia Post is a go-to app for those with budget restrictions and want to start the business at minimal costs. The easy and speedy calculation of shipping rates saves your time assures your customers of more transparency. They also find it easy to take the decision of placing an order or opt out with shipping rates displayed. As the store admin, you also don’t need to refer to the Australia Post official site every time to calculate shipping rates. This saves your time and effort which you can utilize in other important tasks. For example, you can focus more on improving your buyer’s journey with some innovative ideas. You can analyze your customers’ behavioral patterns to utilize them for your business. With the flexibility in shipping services Australia Post Shopify app provides, management of shipping rates becomes even better. At any time, you can enable or disable shipping services available for you as per your contract. For example, if you can’t afford to offer a high-cost shipping service due to a temporary recession; you can disable it. Afterwards, you can enable it again at the right time. This functionality not only provides flexibility but also upkeep profitability. Over to You Australia Post shipping services have undoubtedly been one of the most efficient worldwide. If you also are looking to integrate AusPost shipping services, you can check out our AppJetty AusPost Shipping app. For additional support and queries, you can always get in touch with us. Original Blog: https://www.appjetty.com/blog/auspost-shipping-app-shopify-manage-shipping-rates-better/ Out of a number of factors that enhance customers’ delivery experience, zip code validation is an important factor. You may have visited several e-commerce sites and checked for the product deliverability by entering your zip code. Amazon, eBay, and all other major e-retail sites offer zipcode-based validation to their customers.
Its biggest advantage is that customers know whether a product is deliverable or not to their address. This helps avoid any further back and forth to inform customers about non-deliverability. So, if you are also a Shopify store owner looking to offer Shopify zip code validation, our AppJetty Zipcode Validator can be an ideal fit. It helps customers check for product availability at their location by entering zip codes and enhances their shopping experience. It has got a number of engaging features that help increase customers’ retention and boost sales. Keep reading to find out the remarkable features that can fit all your requirements from an ideal zip code validator app. Zip Code-Based Availability Check AppJetty Zipcode Validator enables customers to check for the availability of a product for delivery to their address via zip codes. This feature eliminates the possibility of any confusion or miscommunication later. It also enhances transparency of a business as there is no need for any enquiries or customer support later. Customers don’t place the orders for non-deliverable products and there are no issues like manual enquiries or order cancellations later. Shipping Rates as Per Zip Codes Delivery rates may differ depending on various factors like distance, region, dimensional weight, etc. If a customer knows the delivery charge for a product delivery, they can decide to check out or opt out accordingly. Our Zip Code Validator for Shopify enables the store admin to configure and display different delivery rates for different locations to customers. Further, customers can also see the delivery charges based on the shipping method they pick. This way, they get full clarity of all the shipping costs and can take the right decision accordingly. It also helps increase transparency and customers’ trust. Whitelist/Blacklist Zip Codes The store admin can whitelist or blacklist zip codes based on deliverability of individual products to those zip codes. While a particular product is deliverable in whitelisted zip codes, it may not be deliverable in blacklisted zip codes. By segregating zip codes, they can manage deliveries better and restrict customers from blacklisted zones from placing orders via Zipcode Validator for Shopify. Shopify Zip Code Validation Widget Customization The store admin can also choose to customize the Shopify zip code validation widget to engage customers better. They can also preview it before making it live to change it if need be. They can change the color and text of both Shopify zip code validation labels and buttons to enhance their look and feel and match them with the store theme. Custom Delivery/Unavailability Messages The store owner can also customize and preview the delivery availability/unavailability message preview before displaying it to customers. This helps simplify Shopify zip code validation for customers through a simple message for them to read. Restriction of Product Addition to Cart Page Enabling this option can help restrict the addition of products that are not deliverable to specific zip codes to the cart page. This helps avoid any further issues like cancellations after checkout. Specification of Zip Code Rules The store owner can add the list of zip codes for Shopify zip code validation in more than one way. They can add only one zip code at a time if they have a small store but sporadic deliverable areas. They can also add a full range of zip codes if the deliverable area is large. They can import a CSV file with all the pin codes as well. In addition, they can also edit and delete post code rules for any product in real-time as per requirements. Defining Zip Code Restriction Rule The store owner can define zip code restriction rules for Shopify Zip Code Validation. With this, they can manage deliveries of essential and non-essential items to different regions. It proves to be more useful especially in situations during the Covid prevailing these days. They can apply the rules on a particular product, a particular category/collection of products, or all the products in the store. Further, they can also set four priority levels (Low, Medium, High, Very High) for zip codes that lie in both blacklisted and whitelisted zip codes. Following is an example to help you understand it better: Suppose a customer from a blacklisted zip code area orders an essential product. And the other customer from the same area orders a non-essential product. The store admin can set the priority “high” for the essential product. Display of Estimated Delivery Time Giving a clear estimate of the delivery time or day to a customer helps make their choice easier. Zipcode Validator for Shopify enables the store owners to display the estimated delivery date and time to customers for better transparency and sales. Compatibility with AppJetty Delivery Date Manager Our Shopify Zip Code Validator is fully compatible with our other product – AppJetty Delivery Date Manage. It can thus allow the store owner to let customers pick a delivery date and time slot of their preference and boost their chances of conversion. Final Words So, you have already seen that zip code validation is an essential feature for better engagement and sales. This is the reason why you should offer it to your customers. If you want to give your customers the freedom to check for the product availability, you can check out our feature-rich AppJetty Zip Code Validator for Shopify. Original Blog: https://www.appjetty.com/blog/shopify-zip-code-validation-enhance-deliveries/ Activity management is a big part of managing a team. The better managed this is, the more efficient your team will be. It helps everyone stay on top of their tasks based. There are several factors that come into play while managing a team’s activities.
To manage and schedule the activities of Dynamics CRM, AppJetty Calendar 365 provides many functionalities & features to manage all the CRM activities including custom activities from the activity calendar of Calendar 365. Calendar 365 provides two types of calendars. In Calendar 365, the sales managers with Dynamics CRM administrator rights can configure and decide what the fields and the title will show for the activity on the Calendar. You can select the attributes (fields) for the Tooltip, Detail & Title for all the activities individually. - Title of the activity - Details on the tooltip by hovering the mouse cursor on the activity, and - “Detail view” (popup) by clicking on the activity. Once the attributes are configured, it will display in both of the activity calendars of Calendar 365. Tooltip attributes help to display details in a small box by moving the mouse cursor on the activity. From the tooltip, any user can easily visualize the activities and take an overview of all the activities. From this blog, you will get an overview of how to configure the ‘activity appearance’ to show on the calendar. You need to follow the below steps: - Navigate to the Calendar 365 configuration - Select the attributes (fields) for the activity - View the activity appearance - Title, Tooltip & Detail view in the activity calendars Step-1: Navigate to the ‘Calendar 365’From the Dynamics CRM Dashboard, find the “Calendar 365” app and click on it. OR By clicking on Calendar 365, you will navigate to the Activity calendar of the Calendar365. Step-2: Open the ‘Calendar 365 ConfigurationFrom the page of the Calendar 365 Configuration, scroll down to the ‘Activities’ section where you can configure all the activities individually to show in the calendar. Step-3: Set the attributes for the ‘Appointments’ activityLet’s see how to set the attributes for the ‘Tooltip’, ‘Details’ & ‘Title’ of the appointment activity. - Tooltip Attribute: Select the tooltip attributes to be included in the ‘activity tooltip’ that appears when hovering the mouse cursor on the activity in the calendar. - Details Attribute: Select the details attributes to be included in the ‘activity detail popup’ that appears on clicking the activity in the calendar. By default, the 5 attributes (Subject, Start Time, End Time, Owner, Regarding) for ‘Tooltip Attributes’ & ‘Detail Attributes’ will already be selected. You can select a minimum of 1 and a maximum of 10 attributes for both attributes. - Title Attribute: Select the title attribute to be displayed as the ‘title of activity’ in the calendar. The ‘Title Attribute’ comes with the default selection of the ‘Subject’ attribute. You can select only one attribute from the list. Note: Admin users can select these attributes for all the activities individually and it will display in both of the calendars of Calendar 365. After selecting the attributes for activity appearance in the calendar, click on the ‘Save’ button, and refresh the Calendar once. Step-4: Visualize activity in CalendarLet’s see how the activity appears in the activity calendars of ‘Calendar 365’. Activity Title: - Once you or the users navigate to the activity calendar page, you will get multiple activities displaying the ‘title’. Generally, the subject will appear as the ‘title’ of the activity, but you can change & select the ‘Title attribute’ under that specific activity from the Calendar 365 configuration. Tooltip: - By hovering the mouse cursor on any activity, the details of the activity will be displayed on the ‘tooltip’. - Here you can see the tooltip details of the ‘appointment’ activity. You can also see the tooltip details of the activity when there are multiple activities on a single date. Activity details (popup details): - By clicking on any activity, the details of the activity will be displayed in the popup with various actions for the activity. Being a sales manager or Dynamics user with admin rights, you can manage the attributes of all the activities individually and it will be visualized in the calendar. Happy organizing with the Dynamics 365 marketing calendar. Source : https://www.appjetty.com/blog/configure-tooltip-popup-title-attributes-to-display-in-calendar-365-activities Task management is not easy. The task management for a company or a team is even more complicated. One has to make sure there are no conflicting schedules and all the work is done on time. There are plenty of tools that can help you with that, but let’s face it, adding one more tool to work with is not going to help with productivity at all. Rather it will only increase the work of creating calendar entries, asking for everyone’s availability etc. This is where we bring in AppJetty Calendar 365. Integrating AppJetty Calendar 365 with DynamicsCRM will help you to manage CRM activities from the activity calendar of Calendar 365. AppJetty Calendar 365 for DynamicsCRM provides two types of activity calendars: “Resource Calendar” and “Customer Calendar”. Admin users can manage activities like appointments, calls, meetings, tasks, etc. along with multiple filters for Users, Teams, Activities, Facility-equipment, Contacts, etc. from the activity calendar. Other users (team members) can plan marketing/sales activities from the activity calendar. Admin users and the team members who have rights to add/edit the activities can add the activities or any events on the calendar and schedule the work accordingly. When adding and managing the activities on the calendar, sometimes the users need to manage multiple activities on a single day and their schedule may be in conflict. To get alerts for conflicting activities based on the time, the “Conflict Management” functionality is provided in Calendar 365 to avoid any conflict while adding activities to the calendar. The users with Dynamics CRM admin rights can enable “Conflict Management” from the Calendar 365 configuration. Once the ‘Conflict Management’ option is enabled, you and the other team members will get an alert when conflicts occur at the time of scheduling of activities/appointments. The scheduling alerts will popup for all the activities except for custom activities. This is how to do it: Step 1: Navigate to the Calendar 365You can find the Calendar 365 App on the Dynamics 365 screen. Click on it to navigate to its activity calendar. OR By clicking on Calendar 365, you will navigate to the Activity calendar of the Calendar365. Step 2: Go to the ‘Calendar 365 ConfigurationBy clicking on the ‘Settings’ icon from the top-right corner, the Calendar 365 configuration page will redirect to a new tab. Scroll down to the “Conflict Management” option to enable the Scheduling alert message. After checking the checkbox click on the “Save” button to save the configuration. So now the user will be notified when any activity conflicts with other activity. Step 3: Let’s see how activity conflict occurs on the activity CalendarIf you have configured any options or any activities, refresh the calendar once to get the latest changes as per the configuration. Here one task activity is already added that is scheduled at 3 pm. So now, when you or other team members try to “Create” any activity, a newly created activity is conflicted with any already scheduled activity and will display the “Scheduling Alerts” popup message. Note: You will not get the “Scheduling Alerts” popup for any Custom activities. In the Scheduling Alerts, you will get two buttons to perform the action for the conflicting activities. By clicking on the IGNORE AND SAVE button, it will create an activity with a conflict icon on the calendar. But, if you do not want to add the activities at the same time, click on the CANCEL button to avoid the activity and It will not create an activity. If the “IGNORE AND SAVE” button is clicked, the users can see the conflict icon (!) on both of the activities that indicate the activities are in conflict. By moving the mouse cursor on the activity, the user will get the hover message of the activity conflicts. So, by enabling “Conflict Management” in dynamics 365 service calendar, the user can identify conflict activities on the calendar and set up the events accordingly. A better visibility during planning and scheduling activities makes for much smoother execution. You can take a look at the product right here. Live Demo Source : https://www.appjetty.com/blog/enable-conflict-management-in-calendar-365/ Having your own business means being on your toes the whole day. From taking decisions, serving customers, to taking care of your employees. It all takes up a lot of time, effort, and energy. One of the biggest issues that we have seen in ecommerce is delivery issues. Customers often complain about this, and if the delivery service is not to their expectations or bad then you are very likely to lose them. Over the years, many businesses have worked on their customer service and delivery issues to retain customers and provide timely deliveries. Looking at all these issues of ecommerce companies, we came up with your one stop solution i.e. Magento 2 Delivery Date Extension. There are a lot of ecommerce businesses that use our extension and lessen their burden of delivery. It has given customers an ease to select their preferred delivery date. Additionally, it helps businesses to send their delivery agents on the specified date and save up time and unnecessary back and forth. Let’s see a quick brief of the remarkable existing features of Magento 2 Delivery Date Extension: 1. Same day delivery: From the backend, admin can configure and set same day delivery option. If enabled, customers can ask for the same day delivery and you can set pricing for that as well as limit per day delivery. It allows businesses to define their additional cost for same day delivery and limit per day delivery intakes. Thus depending on the count they can decide the delivery date and move forward. 2. Track orders: Using Magento 2 order delivery date, the backed admin gets all detailed reports about deliveries, to-be delivered products, return orders, and more. Additionally, admin can keep track of orders that are out for deliveries. They can know the exact location of the product so if customers enquire about their orders you can let them know details. 3. Display extension on product page and checkout: To make your customer select the particular date for delivery it is important to make sure that customers can see this feature. Considering this situation, we made sure that Magento 2 Delivery date extension displays on the product page as well as on the checkout page. This makes it easier for customers to select their preferred date for delivery. 4. Manage delivery date, time, delivery quota, and more: From the backend, admin can configure delivery time, set limit for same day delivery, show working days, specify range of dates when you are not working, and more. Once all these things are configured, your customer can see them and place orders accordingly. This helps both you and your customers in placing orders and delivering it. Looking at all the ways our extension is helping businesses be more transparent and serve their customers better, our research team came up with more ways we can help. This led to us adding more features to Magento 2 Delivery date extension. Let’s see them in detail and understand how it will help businesses serve more:
Just imagine, your customer is expecting delivery tomorrow but doesn’t know the specific time it will arrive. They have further appointments to attend or go somewhere. This makes it difficult for them to leave the place until the order arrives or they have to keep calling the delivery person and know where their order has reached and when it will arrive. To avoid all this chaos, with a time slot, now your customers can select the particular time they want delivery along with day and date. This decreases all the back and forth, saves time of customers and your delivery personnel as well.
Email reminders are also for the delivery staff so they are always updated regarding upcoming deliveries, changes in the time of delivery and more. This ensures that they are able to work effectively and there are no missed deliveries or miscommunication.
This will help your customers to get deliveries according to their need and even enhances your company’s reputation of great customer service.
Wrapping it up: Our Magento 2 Delivery Date Extension has helped many companies serve their customers in the right way. Ecommerce stores are highly popular and competitive. There are not many things that you can do to stand out from the crowd. Therefore you can get ahead of the curve by making sure you have something extra which makes your customers come back to your store. Original Blog: https://www.appjetty.com/blog/product-delivery-gets-easier-with-delivery-date-scheduler/ |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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