Why Calendar 365 is the Best Choice for Dynamics 365 CRM Users

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Amidst your busy schedule of meetings and a long list of tasks, it's important to stay alert and ensure all the activities are completed flawlessly and on schedule. By making some small adjustments, you can increase your productivity. 

However, managing multiple activities manually can lead to confusion and mistakes, such as scheduling two meetings for the same time slot. Luckily, you can streamline your productivity with the help of Microsoft Dynamics 365 Calendar.

One of the main advantages of using the Dynamics Calendar over other calendar apps is its extensive range of features. These include activity scheduling, multi-language support, work reports, and automatic synchronization, among others.

With the Microsoft Dynamics 365 Calendar, you can easily add, edit, and delete tasks while receiving real-time reminders.

Let’s take a closer look at the additional features of the Dynamics Calendar.

  • Automate Appointment Scheduling

Relying on mental planning to estimate time required for each task and arrange them accordingly doesn’t really work well. There will be instances when unexpected tasks would come up in the middle of ongoing ones, consuming valuable time. It becomes challenging to keep track of everything and ensure a smooth workflow.

To prevent such issues from occurring, Microsoft Dynamics 365 Calendar provides a solution. It allows you to create and manage various activities in one central location. Whether it's customer training, board meetings, team meetings, or product launches, you can easily create tasks and add them to the calendar. Additionally, you can even include custom activities like sending birthday wishes or checking in on your team members.

  • Share Calendar

It can be quite overwhelming not knowing what tasks your team members are currently working on. Imagine a scenario where your team is working on-site, and you have to constantly call them for updates, or they have to call you to provide updates on their activities. This kind of communication and management can be a significant obstacle to productivity. Moreover, interrupting your team's work with frequent calls can be distracting and disrupt their focus on important tasks.

With the transition to remote work, managing employees has become even more challenging. However, Calendar 365 offers a solution to these challenges. It allows employees to share their calendars with their team members and managers. This eliminates the need for back-and-forth emails, sharing of multiple links, and frequent phone calls, as everyone can easily see what each team member is working on. 

As a manager, you also have the ability to edit and add tasks directly to your employees' schedules. This feature promotes better transparency, collaboration, and reduces unnecessary interruptions, enabling everyone to stay informed and focused on their respective tasks.

  • Reminders

Imagine being in a situation where you have a meeting scheduled in just 10 minutes, and you assume that your calendar will notify you in advance, but unfortunately, it fails to do so. After 15 minutes, you receive a call from a team member asking you to join the meeting, which can be quite embarrassing. Not only that but arriving late to a meeting can cause you to miss out on important points and discussions.

To prevent such mishaps, this integrated CRM calendar tool allows you to set reminders for specific tasks or meetings. These reminders can be tailored to your preferences, such as screen notifications or pop-ups, ensuring that you receive timely alerts. What's even better is that you'll also receive reminders and detailed information about the tasks or meetings via email. This way, you have all the necessary details before a meeting.

  • Manage Multiple Activities

You don't have to juggle multiple calendars or use various tools to manage your multiple activities. With Microsoft Dynamics 365 Calendar, you can handle everything seamlessly in one place. Whether it's adding, editing, or deleting tasks or meetings, assigning or reassigning tasks to team members, filtering data, scheduling recurring activities, or sending follow-up reminders to customers, Calendar 365 for Dynamics CRM has got you covered.

Let's say you want to view activities specifically assigned to a particular user. In that case, you can easily filter the data based on the account and even apply advanced filters to view tasks based on priorities or status. For recurring activities, simply select the recurring option and add the email addresses. This eliminates the need to send a separate invitation each time. Additionally, if a customer has forgotten about an upcoming meeting, you can send them follow-up reminders directly from the calendar using the CRM data.

With Microsoft Dynamics 365 Calendar, you can efficiently manage all your activities without needing multiple tools or complicated processes.

  • Configurations

When you have a busy schedule filled with numerous meetings and tasks, it's essential to customize your calendar to suit your preferences. Not everyone may be fond of the color blue or prefer the default list view. That's why you have the flexibility to color-code your activities and view them in various views, such as Gantt charts, lists, graphs, and more. This allows you to personalize your calendar and easily visualize your tasks and schedules.

To get a comprehensive overview of your own tasks as well as your team members, you can configure the dashboard. This means you can customize the dashboard to display the entities and data that are most relevant and important to you. It provides a centralized view of all the essential information you need at a glance.

Moreover, you have the ability to create and save different calendar settings as templates. This is incredibly handy as you can switch to different calendar formats or views quickly by selecting the appropriate template. It ensures consistency and saves time by eliminating the need to manually configure the calendar each time.

Conclusion

If you are a Dynamics 365 CRM user using a standalone app to manage calendar, give Calendar 365 a try. Calendar 365 is moldable and can fit any industry. You can configure it as per requirement. Reach out to our sales team for more information about Calendar 365 at sales@appjetty.com. You can also visit www.appjetty.com to know more about all our products.

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