Calendar 365: Streamlining your Dynamics CRM Operations

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Calendar 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 leads 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
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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
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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. Its
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 Microsofts 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.
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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-s
treamlining-dynamics-crm- operations