The foundation of a well-run, efficient company is effective scheduling. The effectiveness and total profitability of your business can be greatly enhanced by using the appropriate scheduling application, regardless of whether you are managing meetings, appointments, or resources.
However, handling numerous tasks by hand can result in misunderstandings and errors, such as booking two meetings simultaneously. Fortunately, Microsoft Dynamics 365 Calendar can help you increase productivity.
The wide range of functionality that dynamics calendar offers sets it apart from other calendar applications. These include work reports, activity scheduling, automated synchronization, and multilingual support.
You can quickly add, modify, and remove tasks using the Microsoft Dynamics 365 Calendar and get real-time reminders. Stay here to know about reasons to choose Dynamics 365 calendar for scheduling:
You have a meeting in ten minutes, and you think your calendar will let you know, but unfortunately, it does not. It might be quite uncomfortable when a team member calls after fifteen minutes to ask you to attend the meeting.
Not only that, but you risk missing certain points of discussion if you arrive late to a meeting. This integrated Dynamics 365 Calendar lets you create reminders for particular activities or meetings to avoid such errors.
You may customize these reminders to appear as pop-ups or screen notifications, for example, to make sure you get alerts when you need them. Even better, you will receive emails with thorough instructions and reminders regarding the assignments and meetings. In this manner, you are fully prepared for a meeting.
Easy task management
When scheduling a meeting, managers always need help determining a time that works for everyone on the team. Similarly, they may occasionally give work to someone whose hands are already full when assigning it to their team members.
These are almost daily problems that managers deal with. They must spend much time going back and forth to set things right. Additionally, giving a task to someone overwhelmed with work during the day may reflect poorly on the lead and the business.
The Dynamics Calendar plugin enables assigning tasks and setting up meetings to be simpler. All of the jobs are displayed due to this functionality. Since the calendar is connected to the CRM and pulls entities from it, you don’t need to add the activity manually.
Assigning a job or setting up a meeting is made simpler by the drag-and-drop functionality. To reschedule, drag the meeting or assignment to the desired period. It eliminates the requirement for repetitive data entry. With the calendar plugin, there is also no danger of scheduling overlap.
Integration with Microsoft Ecosystem
Dynamics 365 Calendar’s smooth integration with the larger Microsoft ecosystem is one of its most notable features. Being a component of the Dynamics 365 suite, it can be readily integrated with tools such as Teams, SharePoint, Outlook, and more.
This integration makes it easier to collaborate, share data, and communicate, enabling your team to function as a whole in a comfortable setting.
No repetitive data entry
After finishing an activity or event, entering all the data into Dynamics CRM gets challenging. Consider the scenario where you have to enter your notes on the calendar into the CRM so anybody can see them. It is a time-consuming and ineffective method of working.
It can be very difficult to add data and attend multiple meetings in a single day. You can add and amend data straight from Microsoft Dynamics 365 Calendar, and the changes will be automatically reflected in the Dynamics CRM. You can eliminate time wastage on tedious data entry.
Not knowing what projects your team members are working on at any given time can be very daunting. This type of management and communication can seriously hamper productivity. Furthermore, making frequent interruptions to your team’s work might be annoying and cause them to lose focus on crucial assignments.
Managing staff has become increasingly difficult with a move to remote employment. But Calendar 365 provides a solution to these problems. Employees can share their calendars with managers and other team members.
With this, there is no longer any need for frequent emails, exchange of links, or phone calls because everyone can see exactly what the other team members are working on.
Improved resource management
It takes time to use different tools for different jobs. It can be difficult to keep track of people’s duties, leaves, meetings, and other activities, especially for managers who oversee a team. For instance, you request a leave of absence using a separate tool, and the manager approves the leave.
You may be using a different tool for task assignment. It can happen that the management accidentally gives the employee on leave a crucial duty, which they realize at the end of the day.
Calendar plugins are the best if you want to avoid using several programs. Employees can add leaves using the Dynamics calendar, and managers can authorize those leaves directly from the calendar.
The employee on leave would, therefore, be marked as such when they choose them for a task or meeting schedule. No matter the size of the team, this plugin makes managing them easier for managers.
You find it challenging to know your teammate’s working and rest periods. Most of the time, you have to wait for the end-of-day report, which is inconvenient, particularly if you need to get in touch with your team member right away.
Even though you can check their desk if they are in the office or make a call when working remotely, you cannot be certain. To get around this, Dynamics 365 Calendar allows you to see the working and break hours of your staff members right on the calendar, together with information about their assignments and appointments.
Creating service activities and assigning assignments to your staff members depending on their performance is simple with resource management. Leave requests from your staff can be approved or denied from the calendar.
It is critical to personalize your calendar to your preferences when you have a hectic schedule full of appointments and assignments. Only some people might be fans of the default list view or the color blue.
Because of this, you may choose to color-code your tasks and see them in various ways, including lists, graphs, Gantt charts, and more. This lets you see your chores and schedules clearly and customize your calendar.
You can customize the dashboard to obtain a thorough picture of both your team members and your duties. This implies that you can personalize the dashboard so that it shows the entities and information that are most relevant to you. It offers you a consolidated view of all the crucial data you require at a look.
Additionally, it is possible to generate and store several calendar templates. This is convenient because you can quickly switch between different calendar displays or formats by choosing the relevant template. Removing the need to configure calendar every time manually guarantees consistency and saves time.
The Dynamics calendar is mobile device compatible. As a result, consumers have flexibility because it functions just as well on mobile devices.
The staff members can maintain a calendar on their phones and receive instant notifications on any updates, future events, meetings, or reminders. It is compatible with tablets, web view, and model-driven apps in addition to smartphones.
To handle various activities, you do not require several calendars or software. Microsoft Dynamics 365 Calendar allows you to do tasks all at once. With Calendar 365 for Dynamics CRM, you can create, update, remove, assign, or reassign a task to a team member, schedule recurring activities, schedule follow-up reminders to customers, and more.
Let’s say you wish to see the activity linked to a specific user. If so, you can use advanced filters to display tasks according to their status or priority and filter the data based on the account.
Choose the option for recurring activities and include the email addresses. It is optional to send out messages each time. Additionally, you can use CRM data to send follow-up reminders straight from calendar to customers who may have forgotten about the upcoming appointment.
While speaking with people both inside and outside the team, language is crucial. Everybody needs to be able to easily handle their responsibilities and activities in the language of their choice.
Even if Spanish is widely spoken in the workplace, a recent hire might need to be more fluent. It could be challenging if your program is set to speak Spanish by default. With its multilingual support, Dynamics 365 Calendar maintains its focus on versatility.
It enables you to manage tasks and take required actions in your choice language, as well as that of other calendar users.
Thus, the above detailed area bout the reasons to choose Dynamics 365 calendar for scheduling. In today’s fast-paced business environment, efficient scheduling is crucial to success.
Dynamics 365 Calendar is an excellent option for companies of all kinds. It allows you to stay organized, make decisions based on facts, and improve teamwork, increasing production and customer happiness.