Dynamics 365 calendar is a plugin that integrates with your CRM. In this article, we have covered several reasons to make you understand how it is useful for your business.
Time is money. Managing time is the key to a successful business. And for effective time management, we plan tasks, activities, meetings, and whatnot. So that, at the end of the day, we achieve the most out of it. The point is we plan our day to save time and increase productivity. But what if the “time” we are trying to save is going behind planning those things.
Say for example, if updating one task or activity in your CRM takes 5 minutes of your time. So if you have 10 tasks to do, it will take 50 minutes. Now if you plan to update those tasks in the calendar it will again cost 50 minutes of your time. The point is, all the planning for time-saving is not working here. Just assigning and updating tasks is taking a lot of time.
You can solve this problem with a Dynamics 365 calendar plugin. This tool is something every business needs. Now onwards, you don’t need to waste time adding things manually to your calendar. This calendar seamlessly syncs with your CRM so that you save time from such repetitive tasks.
Do you want to know more about this plugin and how it can benefit your business? Keep reading.
Easy Activity and Resource ManagementHave you ever faced challenges while scheduling meetings? Or say have you faced any issue of inviting someone for a meeting who already has one scheduled for the same slot? I know your answer will be a big fat YES!!
But not anymore. With Dynamics 365, it becomes easy to manage activities and schedule meetings, plan appointments, assign to-do tasks for yourself or team members, etc. In addition to this, you can add birthdays, events, and work anniversaries of your employees to your calendar.
Dynamics 365 calendar lets you view your employee's work and meeting schedules. So, while approving leave or scheduling a meeting, you can go through their assigned tasks and schedules and then take decisions accordingly.
Quick SharingDynamics 365 calendar allows sharing calendars with your team members. With this calendar, you can view the tasks and schedules of your team members. This enhances team collaboration and productivity. So, no need to ask questions while planning any tasks or activities. Just view the calendars of your team members and plan accordingly.
Total CustomizationDefault settings are boring, aren’t they? What if I say you can customize your calendar. Cool, isn't it! Change of color, different views of lists, graphs, and more. You can customize the template the way you like, and your personalized dashboard is ready.
Adding different pieces of information like activities and tasks of customers to your calendar can make it messy and confusing. This dynamics calendar plugin allows you to create multiple calendars. A separate calendar for customers will ensure you don't miss or repeat any tasks of yours.
Haven’t we all missed or were late at meetings because we forgot or weren’t notified about it in time. Well, after integrating dynamics calendar plugin, you won't miss any meetings. Based on your preference, it will remind you by sending notifications on screen or by email.
Multilingual SupportIf some of your team members are not very comfortable with the language used in the calendar then they will not be able to use it appropriately. With Dynamics 365 calendar, you can have multiple language support. This will give freedom to your team members to create their calendars in their preferred language. This will help them describe the task well and have clarity in their work.
Seamless Integration With CRMUsually, you mark your tasks open, complete, close in your CRM. Now, what if you forget to update your calendar? The next day it will create confusion while going through your to-do list. But not with Dynamics 365 Calendar. It seamlessly integrates with your CRM. So when you update the status of your tasks on either platform, it gets updated in both of them.
Besides this, you can check the status of your tasks from the calendars. So, no need to access CRM while making schedules or assigning tasks. You can quickly check the current status and plan your day accordingly.
Wrapping upThe Dynamics 365 calendar plugin will surely help you manage and remind tasks, meetings, and all that is important to you and your business. We hope you find this article helpful in understanding how this calendar is helpful to your business.
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