In your busy schedule, you must need to be alert and ensure that all the jobs are finished flawlessly on time. Your productivity can be raised by making a few minor changes in your business.
However, manually juggling several tasks might result in confusion and mistakes. For instance, booking two meetings for the same period can lessen your business productivity.
To overcome these issues, Microsoft Dynamics 365 Calendar will do a wide range of functions in your business. This calendar integrates with other thing and do activity scheduling, support for many languages, work reports, and automatic synchronization.
Are you exhausted from repeatedly sending separate emails to different individuals? If yes, by adding the Dynamics 365 calendar to your CRM system, you can take advantage of its unique features. Below, you can explore the important functions of the Dynamics 365 Calendar:
Why your business needs Dynamics 365 Calendar?
-
Hassle-free activity scheduling
Repetitive data entry is eliminated with Dynamics 365 Calendar. You can create and manage your every activity directly from the calendar screen. The calendar can also serve as a reminder to you and your group of forthcoming activities.
With the help of Dynamics 365 Calendar, your team member will be aware of any meetings and can adjust their calendars accordingly. This features your workload.
For instance, imagine that you extended a crucial invitation earlier but omitted to include a team member. Because you don’t know their schedule in advance, it becomes a problem. In such a case, the Dynamics calendar is the right thing that can save you.
-
Easy customization options
Using the same feature that the software possesses will drain your business. Including the custom option is the best thing that will make you design your schedule according to your needs.
A distinct link in the process is created when people submit their available working hours. Clients from CRM and non-CRM systems can make appointments with you using this specific link.
With this Dynamics 365 Calendar, it is possible to create personalized call options. For instance, you can make 15-minute introductory calls, 30-minute conversation calls, and 60-minute in-depth demo calls, among other alternatives, to efficiently categorize different calls.
Customize the layout depending on your needs to increase productivity and have a clear visual representation of resource availability.
-
Avoids repetitive task
How frequently do you have to change a meeting’s date? Or do you have to start the scheduling process over from scratch? Yes, that occurs often.
It takes too much time to update the time, add team members again, and send invitations. The Dynamics calendar quickly reschedules it to save it. It offers a simple drag-and-drop tool to create, assign, or reassign activities and meetings.
The meeting slab can be moved to a different day or time with a few simple pick-and-place operations. You can automate your busy work and avoid tedious duties due to this software.
-
Easy data sharing
With Dynamics 365 calendar, data exchange is easy. So that everyone is on the same page, it enables direct calendar sharing within the team.
You can observe the activities of your other members. To increase team productivity and efficiency, you can monitor their actions and make ideas.
With Dynamics, you can also design a unique personal calendar for each person based on their tasks. Share it with the person later so they may set priorities for their job.
It avoids pointless conversations and enables faster completion of tasks. Additionally, it stops you from bothering your team when they are working.
-
Multiple filter options
The other advantage of a Microsoft Dynamics CRM calendar is its filter feature. For calendar administration, it offers several activity filters.
This calendar makes it simple to filter the activities based on status and importance. This feature lets you Open, Schedule, and Cancel activities. You may also apply various filters to contacts, accounts, and other modules connected to them.
You can quickly retrieve the information you need by simply choosing the date, time, name, or additional data.
-
Real-time reminders
Consider adding a meeting to your calendar with the expectation that it will alert you, but it doesn’t, even when the meeting is 10 minutes away.
Your team member calls you 15 minutes into the meeting and requests you attend. It’s embarrassing! If you arrive late, you can even miss some crucial information.
Therefore, you can set reminders for certain tasks or meetings using this CRM-integrated calendar tool. You can choose how you want the reminders to appear, such as pop-ups or screen notifications, to ensure that it meets your needs.
-
Multi-Language Support
Language is a key consideration when communicating with anyone on or off the team. Everybody must be able to conveniently manage their jobs and activities in the language of their choice.
For instance, despite Spanish being the office’s primary language, a new hire might not be fluent in it. It could be challenging if Spanish is your software’s default language.
Dynamics 365 Calendar offers various languages that enable you and other calendar users to manage tasks and take essential actions in the language of their choice.
-
Multiple Activities
Dynamics has characteristics that may be adjusted, allowing you to alter its view. You can change the dashboard. On a single screen, you may see a rapid summary of your team’s daily agendas, meetings, tasks, and other activities.
Your custom dashboard can be made by selecting the necessary entities, modules, and schedules. The data can be divided using several color schemes, and extra ones can be removed to manage timetables, among other things.
Additionally, Dynamics gives you the option to download calendar settings as templates. Even sending and saving it for later use are options.
Final words
A quick and simple method for raising employee productivity is to use the Dynamics 365 calendar. You can assess an employee’s productivity based on the tasks an employee completes ahead of schedule.
On the other hand, users can easily manage their tasks and activities and change the task status on their own. If you had like to use all these features, look for a company that sells a Dynamics 365 calendar plugin.
