How to Create Multiple Views in Dynamics Calendar

How to Create Multiple Views in Dynamics Calendar

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM).

Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors.

Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential.

Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month.

Steps to create multiple views in Dynamics Calendar:

Step 1: Go to Settings → Customizations → Customize the System

Dynamics settings customizationCustomize the system

Step 2: Select Entities → Appointment

Select entities appointments

Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”Select calendar control

Step 4: Configure the display settings like start date, description, end date, minimum event duration, etc.

Configure display settings

Step 5: Click on save -> Publish All Customizations

Publish all customization

After saving all the configurations, you will be able to view all the appointments in the calendar. By default, Dynamics 365 provides 3 views in its calendar: Day, Week, Month. You can choose between them according to your usage.

Day ViewMonth View

Even though there are three views for you to sort through your activities but actually you can’t do much from the calendar itself. You can not add, edit, or delete activities from the Dynamics 365’s calendar.

Now if you spend a lot of time shuffling between calendars and your CRM, then it’s time to add an independent calendar solution to your stack.

You can browse for such a solution on MS AppSource and choose the one which fits your requirements.

In this blog, we’ve taken Calendar 365, a Dynamics CRM Service Calendar, to show multiple calendar views that you can create and benefit from.

There are five views in Calendar 365 to check the activities as per the schedule days, dates and times. With this calendar, you get a full-functioning calendar from which you can add, edit, or delete activities.

Calendar 365 comes with two calendars. Resource Calendar, to manage the organization’s resources, and Customer Calendar, to manage customers.

Once you’ve installed Calendar 365 and on the calendar screen, you’ll see three options in the left panel: Resources, Users, and Views.

To create a unique view, navigate to Views drop-down list. Then select the view according to your requirement.Views

There are four types of views of Calendar 365 and they are as follows:

– Top Down View

– Gantt View

– Timeline View

– Agenda View

Note: You can create all Calendar Views in Resource Calendar and Customer Calendars individually.

Top Down View

– This view provides you a Top Down view of the calendar in which you can view a column per member on the horizontal axis and time on the vertical axis, and a plain view of activities. Members can be user/team, account, contact or facilities/equipment depending on choice selected by you.

– In addition, you can view the calendar in Top Down View in the Day and Week view format.

Day View:

– You can see the activities for the day in the Top Down View.

Day View

Day Span View:

– You configure the number of days from default configurations in Day Span View of Top Down view.Day Span ViewWeek View:

– You can see the activities for the week in the Top Down view as well by selecting the ‘Week’ option.

Week View

– Similarly, in Month View, you will see the details month wise with the dates.

Gantt View

– Gantt view is to view activities scheduled for a specific day/time. It is a horizontal bar chart that visually represents an activity or task with the start and end dates.

– You can view the Resources or Customers in top down display and date range in a horizontal display. Here, resources can be Team/User & Facilities/Equipment and customers can be Accounts or Contacts and are displayed based on your selection of calendar view.

– In Gantt view, you can also view all or individual Events (Activities) along with its details like name of the event, start date, end date, and resource name (as configured to view from the configurations page).

– In addition, you can view the calendar in Gantt View as per the Day, Day Span, Week or Month format.

Day View
Day Span ViewWeek ViewMonth View

Timeline View

– A Timeline view of the calendar which provides a simple sequential overview of the calendar separated by day and the selection of the Users/Teams & Facility/Equipment in Resource Calendar and Accounts, Contacts in Customer Calendar.

– In addition, you can view the calendar in Timeline View as per the Day, Week or Month format.

Day View

Day ViewWeek ViewMonth View

Agenda View

– An Agenda view of the calendar which provides you a sequential list view with grouping options for other resources like accounts, contacts, facilities/equipment or users/teams or by date as per your requirement.

– In addition, you can view the calendar in Agenda View as per the Day, Week or Month format.

Day View

Day Span View

Week View

Month View

There’s a lot of untapped potential in your Dynamics CRM. And with the right applications and software, you can streamline your organization’s multiple processes.

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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.

Ecommerce Localization: Your Key to Grow Your Business Globally

Online business will be the future of the retail industry. Don’t believe me? Well, here is a stat that may change your opinion. According to Nasdaq’s findings, 95% of purchases will be online or via e-commerce by 2040.

Also, the world is turning into a global village. Thanks to the rapid advancement of digital technology we have today. So, if you dream of taking your business beyond your country’s boundaries, here is the deal for you.

Go online if you haven’t yet. And the second thing – go for ecommerce localization and not translation, for your online store. Confused?

Well, there is a difference between ecommerce localization and simple translation. Stay tuned to find that out.

Ecommerce Localization v/s Ecommerce Translation

People most often use the word localization and translation interchangeably when it comes to ecommerce. Well, they are similar but not the same.

Think of it this way:

Every localized site is a translated site but every translated site may not be necessarily a localized site.

Let’s dig deeper to know more.

Ecommerce localization is the adaptation of your online store to a foreign language and culture. It doesn’t mean translating just the content on your site. Ideally, your localized online store should have content tailored to your target region’s culture.

On the other hand, translation is simply translating the content into your target language without considering your target market’s cultural aspects and local norms.

Why Ecommerce Localization Matters – Importance and Benefits

Put yourself in your target audience’s shoes. Would you like to view your favorite site in French if you are an Australian? You won’t. So, the same thing holds for your target country’s audience. They will prefer to view your site in their native language – and not yours. Hence the concept of ecommerce localization!

Benefits of Ecommerce Localization

Helps Penetrate into Local Markets Better

Ecommerce localization gives you an edge over the other non-native brands eying a target country. You can give a tough competition to local e-retailers by localizing your store well. You can also localize your branding across various channels and appeal to local customers better. This way, you can take your customers’ localized experience up a notch.

Helps Build Trust and Increase Visibility

As per CSA’s survey, 60% of over 3000 global customers surveyed in 10 non-English speaking countries including Brazil, China, France, Germany, Indonesia, Japan, etc. rarely buy anything from English-only e-stores. It means that you can miss out on a big opportunity to tap into non-English speaking countries without ecommerce localization.
That is why, by localizing your e-store for different languages – especially other than English; you can widen your growth opportunities. When customers notice your efforts to localize their shopping experience, it will compel them to return the favor by showing loyalty to your brand. It will build trust in your target customers and attract higher repeat sales over time.

Decrease in Customer Support Issues

At times, customer support issues are nothing but the result of miscommunication. The customer may misinterpret or miss any information in the product description or visuals. As a result, they may end up buying a product only to face issues later. You can reduce these instances dramatically with ecommerce localization.
When all the elements of your e-store are culturally and linguistically accurate, your customers are less likely to miss or misinterpret something. Besides, if you hire a customer support agent who knows their native language, it can be a cherry on top.
If you localize reviews on your site, they can work magic for your store. This is because local customers like to see positive reviews in their native language and of their use case. Localized reviews accelerate the process of decision-making by letting them verify the validity of a product’s usability.

Best Practices to Follow for Ecommerce Localization

Adhere to the Local Rules and Norms

Be a Roman when in Rome. There is a difference in cultures of different countries. Learn the local communication ethics and rules prior to ecommerce localization. You should know the way to address your customers on your website based on your target market.

For instance, informal tone is quite acceptable in the West. On the other hand, the East may prefer a more formal tone of interaction on your website. Further, Western countries are generally more liberal and open to various topics including sensitive ones (homosexuality, atheism, etc.) as well. On the contrary, certain countries of the world – especially in the Middle-East may not find your posts with such references pleasing.

So, respect the conservative sensibilities.

Don’t Ignore Social Media

Some professionals make a mistake of underestimating the power of localized experience on social media. Localizing your site isn’t enough. If you don’t localize your social media accounts to resonate with your target audience, ecommerce localization is incomplete.

Leverage Localized User-Generated Content

For around 9 in 10 customers, an online review is important for them. 72% say that positive reviews increase their trust in a brand. This implies that you should display your customers’ reviews in your target audience’s language to make it work.
It means, if a customer is Spanish, they must be able to view and submit reviews in Spanish.

Tap into the Local Festival Shopping Sale around the World

The more you tap into local festivals, the higher are the chances of customers relating to your brand. While some festivals like Christmas, Eid, Black Friday, Holi, etc. are global phenomena; every country has its own unique festivals.

For example, Carnival in Italy and Brazil and La Tomatina in Spain are highly popular. So, ensure to make the most of these special festival seasons in your target countries. Localize your marketing efforts, marketing content, and even offerings to interest your customers. If required, hire a local marketing expert to help you build the best marketing strategy for festivals.

Localize Your Mobile App

Mobile shopping is no longer a far-fetched talk. In fact, mobile commerce sales are forecast to touch $3.56 tn in 2021. So, don’t restrict your ecommerce localization only to your website. Expand it to your mobile app as well. Before publishing, check for any errors in intended translation and see to it that the final translation is completely error-free.

Process Payments in Local Currencies

Enable your customers to pay for anything they buy in their own currency. Integrate the feature of currency conversion in your shopping cart and checkout page to localize shopping experience.

Say YES to Ecommerce Localization – Get Ahead of the Curve

Now that you know how valuable ecommerce localization is for your business, it is high time you set it right. By following localization best practices for your ecommerce website, your sales can skyrocket.

If you are looking for an easy way to localize your online store, our Magento 2 Language Translator can be the right fit for you. It has got WYSIWYG editor, database search and translate, instant translations, mass translate, and all the other features you seek in a language translation plugin.

You can get a live demo, and reach out to us to integrate the extension with your store!

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Posted 1 week ago

Why You Should Choose a Dynamics Mapping Tool?

Are your sales reps continuously complaining about the chaotic way of managing tasks? Do they often confuse and end up reaching the wrong door with the wrong product? Or is reaching on time trouble for them?

That indicates that you need a solution that can streamline your sales team’s operations and help them work effectively. A tool like Dynamics 365 Field Mapping could prove helpful.  

It would help them automate their tasks. For instance, a sales manager can track all the activities and know – how a rep performs on the field.

Wondering what more it has to offer?

Let us see how Dynamics CRM Mapping Field helps boost sales.

  1. Appointment Management

In 9 to 5 official hours, your sales reps have to meet multiple clients at different locations and times and manage all the desk tasks. It could be difficult for them to handle meetings and tasks effectively and on time.

That is when the Dynamics CRM Mapping tool will help you with appointment management. Using it, your team can get an overview of their tasks with marked priorities. Further, they can reach their clients on time. Besides, the module would reduce the unwanted paperwork to manage clients’ details and other appointments.

  1. Record Mapping

With a mapping tool, you can map your records on the map and view them using different filters. You can filter the data based on region, drawing territory, proximity, etc. It will give a visual understanding of the territories, regions, product demand, and more. Overall, it would help make better decisions.  

  1. Location-based Targeting

With location-based targeting, your sales reps can target customers according to the location. They can research a specific location and give data to the marketing team, who can then plan marketing strategies. It would also help the team understand their potential clients.

  1. Heat Map Visualization

No one likes scrolling through the Excel sheet to get the correct information. It can be a pain for the sales team, who needs to know the lead count and customer information to take the next step.

But with Dynamics CRM Mapping Field, you can now view the data in different ways like pie charts, column charts, heat maps, etc. With heat maps, you can get a bird’s eye view of the records and activities.

It will not only enhance work efficiency but also provide needful data at the right time.

  1. Route Optimization

The important rule of business is never to let customers wait. When it comes to sales reps, it becomes more critical to reach a place on time. Well, it’s possible with a Dynamics Mapping tool. It has a route optimization feature using which your in-house team and sales reps can reach a place on time. They can find optimized routes and reach clients faster. This way, they won’t miss out on the meetings or take the wrong route.

You can access defined routes from Google Maps, Waze Maps, or Apple Maps.

  1. Live On-Field Tracking

It’s difficult for an on-field sales team to report every activity to managers. It’s frustrating and time-consuming to update everything.

With live-field tracking, you can track your on-field team, know their location, upcoming meeting details, and even share the optimized route.

  1. Secure Sharing

Data security is vital for businesses. With a security template, you can share all the confidential information across your team without any fear of data leaks.

This means that you won’t have to use different apps for security purposes.

  1. Territory Management

With the Dynamics Mapping tool, you can visualize and create territories. You can also assign territories to your sales team directly from the CRM.

And thus, having a Dynamics 365 Field Mapping Tool is essential for your business.

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Industries that can Benefit from Magento 2 Mobile App

Till a few years back, online businesses relied heavily on eCommerce websites. However, the advent of technology, the growing competition, and the use of mobile devices have made mobile apps – a must-have for businesses.

While there are numerous eCommerce platforms, Magento is one of the most popular options. And a Magento 2 mobile app can scale up your business. If you have a Magento store, you can get the best out of it. With Magento 2 app builder, you can even customize your app, or to be precise, build and launch your app in hours. Besides, it will let your customers access your business while on the go.

If you’re wondering whether a mobile app is suitable for your business or not, then read this article. It covers different industries that can benefit from it.

  1. Grocery

One industry that has seen a tremendous growth rate in the past year is grocery. People are ordering grocery items online due to the fear of infecting themselves. This change that has emerged out of necessity will soon become a habit.

If you have a grocery store, it’s time to build a grocery mobile app. However, make sure that your grocery app has all the standard features such as registration, profile management, product catalog, order tracking, address management, online payment, push notifications, etc.

  1. Fashion

Fashion is in itself an evergreen trend! Even amid pandemic, people haven’t stopped buying custom t-shirts and printed masks. In fact, they are the latest trend—a mask in contrast with a T-shirt/apparel.

So, as a fashion store owner, you can amp up your business with a Magento 2 mobile app that provides live data sync, multilingual support, social media authentication, and voice and barcode search. You can also include a wishlist, single-page checkout, order management, multiple payment gateways, and other native app features.

These features would help drive customer engagement.

  1. Home Decor

People’s love for modern art pieces and ecstatic decor items is never-lasting. However, the pandemic has given it a new direction. Home decor has become a new hobby. People are not second-guessing while buying an indoor plant or a piece of furniture.

So, an online home decor business must have a mobile app with features including a DIY layout editor, firebase analytics, product social sharing, autofill address, one-page checkout, product filter, and payment options, etc.

It will create an immersive shopping experience and also drive sales.

  1. Jewelry

The jewelry business is not going out of fashion anytime soon. The market may go up and down, but it has strong roots.

So, if you’re in the jewelry business, make sure that you have a mobile app. It will help you catch customers’ attention and increase retention.

But while building, ensure that the app has all the necessary features – featured product banner, wishlist management, product filter, coupons and offers, live data sync, firebase analytics, and more.

  1. Healthcare

People are more mindful of their health now. They know the importance of good health, and we can witness its effect on the app stores. There are more healthcare apps in the market, and the number is increasing because people are demanding online services – video consultation, online booking, digital prescription, telemedication, and so on.

Considering this demand, it’s necessary that healthcare industries opt for a mobile app. With it and the features such as detailed doctor profiles, medical records, effective matching, medical monitoring, communication history, and 24*7 support, they can provide patients with the best services.

Wrapping Up

Automotive, logistics, real-estate are a few of the other industries that can benefit from a Magento 2 mobile app.

It’s a great asset to businesses having a Magento store. It can simplify shopping and enhance customer experience. Besides, a Magento 2 mobile app builder can make it easy for you to move your store to a mobile app. With drag and drop, you can build your own app and launch it within an hour or two.

Posted 1 week ago

7 ECommerce Delivery Ideas to Boost Sales

Jack, an online clothing store owner, received 2X more orders than what he received regularly. All thanks to a single change that he brought in his store.

That one change was a solution for all his pain points – long delivery periods, late deliveries, cart abandonment, poor customer experience, reduced sales, lack of eCommerce delivery options, etc.

It provided him with benefits like – increased brand loyalty, lower cart abandonment, enhanced upselling, and better delivery experience.

He calls that one change – Magento 2 Delivery Date extension. A simple delivery extension benefited him with convenience – the most important factor for driving sales. However, he says that having the extension doesn’t guarantee results. You need to put in some efforts – implement some strategies. Those efforts are the ideas that we’ll learn in this article.

  1. Provide Multiple Delivery Options

While integrating Magento 2 estimated delivery date extension, make sure you offer customers multiple delivery options such as same-day delivery, next-day, two-day, or others. It will give them control over their orders and delivery speed.

  1. Offer Free Shipping

If you can afford to give out free shipping, then go for it without a second thought. Offer free shipping when a purchase exceeds a certain amount. For standard deliveries – customers who can’t wait to receive their orders, the free-shipping tactic could help increase engagement.

You can even compensate for delivery charges by adjusting it in selling price.

  1. Give Delivery Incentives

Use the Magento 2 Delivery Date extension creatively. Utilize price incentives to attract customers and boost sales—for example, a time-sensitive incentive or a price-sensitive incentive. Examples include – order by tomorrow evening and get a freebie, free shipping on orders above $200, etc.

These kinds of incentives can drive conversions.

  1. Display Delivery Dates

If you want to enhance the customer experience, display delivery dates, time, and price on the checkout page. Use Magneto 2 estimated delivery date extension to allow them to choose their delivery date and time.

The extension provides the feature that makes it convenient for customers to decide when to receive their order delivery. It helps them pick the suitable option based on price and delivery availability.

  1. Share Tracking Information

Enable your customers to track their packages. It will win their trust. There are various solutions that you can choose from to offer package tracking info. Real-time tracking would help build brand loyalty and credibility.

  1. Adopt BOPIS

BOPIS stands for Buy Online Pick In-Store service. It provides a mix of online and in-store shopping experiences. Around 90% of the customers find BOPIS convenient. If you have x number of physical stores, you can provide an in-store pickup option with eCommerce delivery.

If you want, you can integrate a store locator too. It will enable customers to pick the products from their nearby store.

  1. Offer Zip Code Validation

The worst thing is updating customers about the delivery unavailability after they have gone through all the order purchasing steps.

So, the good idea is to let them check the availability before the checkout. It would be better if they could check it even before adding the product to the cart.

The zip code validation will prevent unwanted cancellations and increase transparency.

Also, you can integrate a zipcode validator tool to make the process easy and fast. The extension will allow you to blacklist or whitelist the zipcodes. You can even customize the zipcode check labels and buttons.

Let Customers Control their Orders

Allow customers to take control of their deliveries. Let them choose their delivery date and time slot. It will give them more flexibility in the orders. As a result, the chances of their returning back to your store are high.

You can also give them a cut-off time to place orders, especially for same-day delivery. Besides, you can specify working and non-working days, holidays, and other leaves.

Hence, integrate a Magento 2 Delivery Date extension to make all this possible.

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