Tutorial 7 - How to schedule appointments automatically within Dynamics 365 #KnowYourMaplytics

Tutorial 7 of the #KnowYourMaplytics series focuses on auto scheduling appointments within Dynamics 365. This tutorial builds upon previous tutorials that covered visualizing data, searching records, plotting and categorizing records, route optimization, and utilizing routes with the Dynamics 365 Sales Mobile App. Auto scheduling allows for the automatic planning of appointments for multiple field reps, taking into account client availability and resource requirements. Recurring appointments can also be scheduled based on frequency. The video provides a step-by-step demonstration of how to use the auto scheduling feature, including choosing preferences, generating a draft schedule, and previewing and scheduling appointments. Maplytics by Inogic seamlessly integrates maps with Dynamics 365 and offers features such as radius/proximity search, appointment planning, route optimization, real-time tracking, and territory management. For more information, visit the provided links.

Video 10m Inogic

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