In the corporate world, where every moment can have a substantial impact on expenses.It could become too much to handle when there are several tasks to complete on time.
You may have tools like the calendar to assist you in staying on schedule. They are insufficient, though. Due to their inability to be integrated with CRM, you must manually update each task in the calendar for each task in the CRM. It is really exhausting. Furthermore, making updates while in motion could heighten the risk of errors or data loss. This type of management may lead to erroneous data and further reduce productivity.
Here comes the Dynamics 365 Calendar, which is a unique plugin included in the Dynamics package. It facilitates the integration of calendars and data. It becomes simpler to manage the operations as it interacts with CRM and there is no need for independent management or back and forth between modules. There are numerous other advantages a Microsoft Dynamics CRM calendar may offer your company. Let’s explore the importance of Dynamic 365 Calendar.
What is the Dynamics 365 Calendar?
With its smooth integration with Dynamics CRM, the Dynamics 365 Calendar plugin is useful for an efficient meeting, task, and activity management. The calendar’s integration with the CRM allows it to show all CRM entities, improving scheduling for tasks-related meetings.
Reason Why Dynamics 365 Calendar is the Best Choice for Dynamics CRM Users
- Share Calendar
Being unaware of the tasks that your team members are working on at any given time can be extremely daunting. Imagine that your team works on-site, and you need to call them frequently with updates or the other way around.
The style of management and communication that markedly obstructs production.In addition, the disruption that frequent calls bring about can be annoying and make it difficult for your staff to focus on important work.
However, Calendar 365 offers a solution to these problems. It makes it easier for managers and team members to share calendars, eliminating the need for constant emails, shared links, or phone conversations. Everyone can easily keep tabs on the current actions of every team member with this tool.
You can also add tasks and make direct changes to your employees’ calendars in your capacity as a manager. This feature makes things more transparent, encourages teamwork, and reduces unwanted interruptions, enabling everyone to remain informed and focused on their tasks.
- Manage Multiple Activities
The days of juggling different calendars and tools for your endless activities are over. All your tasks are expertly streamlined in one convenient area with Microsoft Dynamics 365 Calendar.
Dynamics 365 Calendar is the one-stop solution for all things related to creating, changing, and removing tasks and meetings, as well as assigning and reassigning tasks to team members, filtering data, setting up recurring activities, and sending follow-up reminders to clients.
For instance, when you want to concentrate on tasks assigned to a particular person. You may easily add complex filters to display tasks based on status or priority and filter the data depending on the account.
Additionally, you can use CRM data to send follow-up reminders straight from the calendar if a client has forgotten about a scheduled meeting. You can effectively organize your activities with Microsoft Dynamics 365 Calendar, eliminating the need for numerous applications or laborious procedures.
- Real-time Reminders
For instance, imagine yourself in a situation where you have a meeting in ten minutes and expect a notification from your calendar. Unfortunately, it doesn’t, and fifteen minutes later, you get a call from a team member telling you that the meeting is still going on—which may be awkward.
Beyond the awkward social situation, being late for a meeting can cause you to miss important talks and points. With the help of this integrated dynamic calendar application, unpleasant situations can be avoided by setting reminders for particular assignments or meetings.
Whether you prefer pop-ups or screen notifications for your reminders, you can personalize them to ensure you get alerts on time.
- No Repetitive Data Entry
After a job or event is finished, entering data into Dynamics CRM can be difficult and time-consuming. It is inefficient to move notes from the calendar to the CRM so everyone can see them, especially if you have several meetings daily.
This workflow is made more efficient by integrating Microsoft Dynamics 365 Calendar, which enables immediate data insertion and editing within the calendar and guarantees automatic reflection in Dynamics CRM.
Repetitive data entry is no longer necessary due to this connection, which speeds up and improves the efficiency of the process. You may now easily manage and update information, which increases overall productivity.
- Multi-Language Support
Interacting with team members both internally and externally requires effective communication. It is critical that everyone be able to manage their responsibilities in the language of their choice efficiently.
For example, a new team member may not speak Spanish fluently, even though it may be the prevalent language in the company. It can be problematic if your default language of the tool is Spanish.
Understanding the value of adaptability, Calendar 365 provides multilingual support. This feature facilitates inclusive and smooth team communication by enabling you and other calendar users to manage tasks and take required actions in your favourite language.
- Automate Appointment Scheduling
Predicting and arranging the time needed for each activity can be incorrect based only on planning. Unexpected jobs can pop up in the middle of ongoing ones, taking up time and making it difficult to keep things organized and running well at the same time.
Microsoft Dynamics 365 Calendar provides a solution to these problems. It offers a centralized platform for organizing and constructing all kinds of activities.
It is simple to add tasks to the calendar for events like team meetings, product launches, board meetings, and customer training. Additionally, adaptability allows you to incorporate personalized tasks, guaranteeing a thorough approach to work administration.
- Device Compatibility
It is not always possible for team members to be hooked to their computers, and as a manager, you might occasionally have to leave your desk to attend client meetings or social gatherings. How can they keep on top of their work? Dynamic 365 Calendar is the best option.
You can easily manage your time, tasks, activities, and appointments using this tool at any time, from anywhere. With your phone, you may easily check your schedule and tasks even while you are not in the office due to a meeting.
The Microsoft Dynamics CRM calendar promotes mobility and productivity while on the go by enabling you to remain connected and organized no matter where you are.
- Improved Resource Management
Using different technologies for different jobs takes time, especially for managers in charge of the duties, vacation time, and team meetings. Errors may occur when juggling multiple platforms, such as one for task assignments and another for leave requests.
Imagine a situation in which different systems handle task assignments and leave approval. Managers run the danger of inadvertently giving an important assignment to a departing employee and then realizing that they made a mistake at the end of the day.
Calendar plugins are quite helpful in streamlining these procedures and eliminating the necessity for several tools. For example, the Dynamics calendar allows staff members to request leaves straight on the calendar, and managers may accept these requests right there in the same interface.
- Configuration Options
Organizing your calendar based on your preferences is essential when you have a busy schedule full of appointments and assignments. Not everyone might be in favour of the default list view or the colour blue. This is why it is crucial to be able to colour-code your tasks and see them in a variety of formats, including lists, graphs, Gantt charts, and more.
You may add unique touches to your calendar with this customization, which will help you see your chores and plan more clearly. You can adjust the dashboard to get a thorough picture of all of your tasks as well as those of your teammates.
This lets you personalize the dashboard to show the objects and information that are most relevant and significant to you. The dashboard serves as a single point of contact for all the pertinent data you require in a rapid and organized manner.
Moreover, you can generate and store different calendar configurations as templates. This is handy as it allows you to quickly flip between several calendar displays or formats by just picking the relevant template. By doing away with the need to manually set up the calendar each time, this not only guarantees consistency but also saves time.
Bottom line
The Dynamics 365 calendar provides an easy way to increase worker productivity. It allows you to monitor worker productivity by keeping track of jobs that are finished within deadlines. Furthermore, users can easily manage their activities and tasks, updating task statuses on their own. Look for a Dynamics 365 calendar plugin provider if you want to take advantage of these benefits.