Corporate people regularly use calendars to manage their day. But managing the calendar can become a tedious task in case you have rescheduled the meeting, tasks created with wrong data, updated the task status at multiple places, and many more. Employees have to spend a lot of time just managing their task details in calendars and CRM.
Dynamics 365 has a solution to this problem. The Dynamics 365 CRM can be integrated with the Dynamics Calendar. The CRM allows you to use all the entities while using the calendar so that you do not have to make tags or project names while creating a task.
Here are some reasons to help you understand why you need a plugin that integrates with your CRM rather than using CRM and calendar individually.
When the calendar is integrated with the CRM, scheduling meetings and assigning and managing tasks becomes easier. All the CRM entities like project names, employee names, and all the other details can be selected while making a task or scheduling a meeting. This makes it easier when you have to reschedule the meeting.
The size and colors of the entities are totally customizable. So it becomes easier to view and understand when all the details are color coded. Also, it has a drag and drop feature that makes a complicated scheduling process easier.
Huge teams often face difficulty in finding the right time to meet and discuss with the other team member/s. Someone or the other is busy with meetings or between important tasks.
But with the Dynamics 365 Calendar, you can share your calendar with your team members. The employees would find it easier to meet the senior employees who are often busy in meetings. The schedule would help them find the slot they are free so that they can meet them.
The managers would not have to manage multiple tools to manage resources. They can easily manage their teams’ daily schedules, leaves, activities, etc., from the calendar itself. The employees can apply for leaves, and the managers can approve the leaves from the calendar itself.
Also, it is easier to track the performance of the team members with the Dynamics CRM calendar. The tasks they have worked on, the status of the tasks, leaves, working days, everything is available in the Dynamics calendar.
Multiple calendars are required when you have to manage someone else's schedule. For example, you have 5 new joinees today. You have to manage their whole day's schedule. Now, it would get messy if you added all the activities they are supposed to do throughout the day with your daily schedule.
You would not be able to track your performance if you have someone else's tasks added to your calendar. However, with Dynamics 365 calendar, you can create multiple calendars and save them. So, create as many calendars as you want and save them individually. Thus, other details would not mix up with your schedule.
Calendars help in designing the daily tasks and managing the whole day. We use a calendar to never miss out on any appointments, meetings, or tasks. But if the user cannot use the calendar because of the language, then there is no point in having one.
It is possible that your team has members from different states or countries. To ensure they are able to use the calendar to the fullest, Calendar 365 is the best choice as it is available in multiple languages. The user can choose the language of their choice.
Calendar integration with CRM saves time for employees in creating tasks, scheduling meetings, and basically planning their whole day. You just need to find the plugin that covers all the features that your work requirements demand. You can also get it customized if required.
Mr. Maulik Shah is the founder & CEO of AppJetty, a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.