Calender 365: Streamlining your Dynamics CRM Operations

Out of all the apps, Calendars make our lives better with their one of the most important utilities. Which is scheduling our day, week, or even months. It makes a big difference to people whose schedules tend to be fully packed.

Especially in the business world where they have tons of meetings, phone calls, to-do lists in their CRM. Managing it without a calendar could lead them nowhere.

In Microsoft Dynamics, there is a default calendar module available which enables you to view certain events. But apart from just viewing your events, what if you could do much more with it? For example, updating data right from the calendar, tracking a lead’s progress and more.

Calendar 365 is an exclusive Microsoft Dynamics Plugin which brings your CRM data and calendar at one place.

Here is how you can boost the productivity of your team with it:

Scheduled Activities

You have an important meeting. You sent an invite to all the team members but missed to include one of them. Now, it might create a mess as you will have no idea about their schedule. But, when you have a Dynamics CRM calendar plugin in place, you can easily create and manage meetings from one place which include all the team members. No more managing a single activity at multiple places.

Reminders

What is the point of having a CRM containing 99.9% of your details, and then choosing other tools for managing meetings and reminders? Microsoft Dynamics CRM Calendar helps you to keep up with all your meetings with reminders. Now you will never miss a meeting as you get reminders directly in your CRM.

Effective Operations

Once you complete an event in a simple calendar, you generally log in to the CRM and make updates. Calendar solution for Dynamics CRM facilitates you by editing rights in the calendar itself. You do not have to go back and forth between calendars and CRM to add summaries. For example, after a certain event, you can easily convert that contact into the lead from the calendar which directly gets saved in the system.

Filters

Color: Red, Style: Polo, Size: L. This is how our filters look like when we shop from a large chunk of products. Specified with essential aspects. The same thing is required for calendar management as we manage our calendars for a long period of time. You come in the morning, and see a lot of meetings and tasks there. But when there is a filter feature in place, you can easily select the day, time, name or any other details you have set in the calendar. And done! No more confusion.

Shared Calendar

At the time of scheduling any meeting, you have to check what other members are up to and have to ask them about their daily schedules. But with the calendar plugin installed, you can stay on top of that. It eliminates this redundant communication and helps you get more done. This is possible because of the functionality of the shared calendar. As they share their calendars, you can monitor their activities and add your suggestions to improve their overall productivity and manage other meetings.

Interactive Overviews

With the extended functionality of the calendar, you can leverage the views it provides. You can easily see what your team members’ daily schedule looks like. With the neat and clean bifurcation of data, color adjustments it becomes easy for you to make decisions. If needed you can even delete the activity to manage their overall schedules. Download it, send it to others, save it. It’s all based on your requirements.

You can do it all with Calendar 365

We made Calendar 365 with an intent to extend the functionalities you get with Microsoft’s default calendar. You can easily schedule, manage, and view activities that include your CRM data. Having such a calendar in place, you will not need to manage your data in different places. If you still want to know how it would work with your system, you can opt for our 30 days trial.

Conclusion

To make a difference in your business, start with small changes. Adding a calendar to your everyday tool kit definitely saves a lot of your time & resources. And helps your team to manage their tedious schedules, improves productivity, and efficiency which contributes in streamlining business operations.

Original Blog: https://www.appjetty.com/blog/calendar-365-streamlining-dynamics-crm-operations

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