Employees frequently encounter the problem of scheduling a meeting and then learning that some participants have other obligations. Alternatively, the participants may be absent or arrive late even if an appointment is correctly expected.
Your staff may feel uneasy in such circumstances. If your staff members have these problems, you need a calendar to keep their schedules organized and provide real-time reminders to ensure they always remember everything.
All it takes to reap these wonderful benefits is to link a Dynamics 365 Calendar with your Dynamics 365 system. Here mentioned are the wonders of the Dynamics 365 calendar for future proof of your schedule:
What is the Dynamic 365 calendar?
The Dynamics CRM and Dynamics 365 Calendar are both integrated using a plugin. Utilizing this plugin is primarily intended to handle meetings, tasks, and activities effectively.
Due to the plugin’s integration with the CRM, all of the CRM’s entities are available in the calendar and helpful when setting up a meeting for that assignment.
Research shows top staff members and upper management spend 50% of their time in meetings. It stands to reason that they would also spend time planning the sessions. Nearly 51% of workers agree that there are more meetings now than previously.
The information above shows that a calendar plugin can increase staff productivity and free up time spent preparing instead of executing.
Enhancing security, dependability, and extensibility
Dynamics 365 connects data from ERP and CRM platforms to provide a 360-degree view of your company. Through unified data that is available through Microsoft 365, it offers useful insights.
Dynamics 365 is adaptable and can be customized to fit the needs of different industries due to its more than 5,000 developer extensibility points. With numerous layers of cybersecurity, Microsoft security protects the dependability and security of Dynamics 365 in the cloud.
Improved team productivity:
Formerly centralized teams are now distributed across the world. Employee stability and productivity have increased as a result of working from home. However, the organization’s struggle to get all the project participants on the same page was significant.
A significant problem is getting everyone to collaborate. Multi-team updates are common on large projects. As new team members arrived, they encountered communication challenges since they needed clarification on who was working on what.
Even the current team members thought they needed to be more informed of how their team was doing and whether or not they had finished their mission.
When scheduling meetings, a shareable calendar has another benefit. A meeting’s scheduling requires careful consideration of everyone’s schedules and if there is a mistake, it must be redone several times. Otherwise, some participants risk missing it.
Multiple calendars:
You should create tasks for a brand-new hire or a trainee. That information must be distinct from your calendar. Monitoring your activities would be challenging.
This is not a concern when using a Dynamics calendar. Multiple calendars can be created with it. You can keep it for yourself or send it to the appropriate personnel.
Clarity about your productivity is provided with a clear calendar. If necessary, switching calendars will provide real-time notification as soon as the other calendar is visible.
Using entities as per your requirement:
A company has many sections, which means it has various needs. Consider requiring different entities from your development team or your sales team. Accordingly, the calendar needs to be set up differently depending on the user to be useful.
The calendar plugin lets you modify the calendar according to the desired entities. While sales teams may be able to access all the characteristics of leads and customers, developers may have access to the commodities needed for development, testing, designing, etc.
Additional saved calendars with various entities are also possible. The calendar is, therefore, adaptable and can be customized by users.
Easy task management:
When scheduling a meeting, managers frequently encounter difficulties since they need to be aware of everyone on their team’s schedules to choose a time that suits everyone.
Similarly, when distributing tasks to team members, they may occasionally give them to someone whose plate is already full.
These circumstances confront managers on a nearly daily basis. They must constantly communicate back and forth to fix the situation, which takes up a lot of their time.
Additionally, giving someone a task when they already have a full day of work can provide the wrong picture of the organization’s leadership.
The drag-and-drop function makes assigning a task or planning a meeting simpler. To reschedule an appointment or job, drag it to the desired period.
It prevents the need for repeated data entry. The calendar plugin also eliminates the possibility of schedule conflicts.
Real-time remainders:
This is a calendar’s most fundamental but crucial feature. You will need to remember meetings when you are busy at work. It could be more comfortable for everyone present when people arrive at meetings late or after someone calls. With the help of Dynamics 365, you can have real-time remainder.
Sending users reminders before the meeting ensures they get all the information. They can choose the reminder time that works best for them to get ready for the discussion and arrive on time. Users can be alerted to forthcoming meetings via e-mail and push notifications.
Additionally, they have various calendar displays that make it simple to view all of the tasks added to it. For better visualization, you can set up different colors for multiple jobs.
Reporting and insights:
The robust query function in Dynamics 365 CRM lets you get information on clients, contracts, actions, and more. In the software, you may also create dashboards to display the charts, reports, and data most pertinent to your job.
You may quickly import data from the Dynamics 365 calendar into Power BI for data visualization and compare it to other data. Even better, you can integrate Dynamics 365 data with Power BI dashboards to keep the facts you care about close at hand.
These insights provide you with a better idea of how your company is doing and how you may grow. They help to maintain the right flow of the work.
Shareable calendar:
It can be exhausting to ask everyone about their schedule to find out what they are working on or their spare time to plan a meeting. You might occasionally not receive prompt responses, or you might accidentally interrupt them in the middle of a crucial meeting.
Finding the proper moment to ask their senior for advice may take time for a junior employee.
The Dynamics calendar has a sharing calendar function that enables company employees to share calendars. So, your schedule and tasks are visible to everyone with whom you have shared your calendar.
Therefore, anyone wishing to schedule a meeting or assign a job to a specific employee only needs to consult their calendar.
E-mail registration:
Consolidating the client’s communications history is easier by saving e-mails with only one click to be added to Dynamics 365 or automatically keeping Outlook e-mails in D365.
Users can choose which e-mails to save to the CRM by automatically storing outgoing e-mails.
Augmented efficiency:
You might observe a spike in the organization’s optimized performance and efficiency by integrating Dynamics CRM with Outlook. The integration is functional offline, so the development is apparent without network connectivity.
Due to the data filtration feature, users can access the information they need depending on their needs. Through a uniform and common interface, it can relate to sales data, donor invoices, and meeting updates, among other things.
Mobile compatible:
Mobile devices are compatible with Dynamics Calendar. As a result, it offers consumers flexibility because it functions just as well on mobile devices.
The staff members may update the calendar on their phones and receive real-time notifications for any updates, impending events, meetings, or other reminders. It works with tablets, online views, model-driven apps, and mobile devices. It makes your work simpler.
Multiple language support:
The chosen language of every employee must be taken into account in a company with personnel from all over the world. The words you offer might only be suitable for some.
It could be more efficient for businesses with international staff to provide a calendar only available in that language for the workday. Just because an employee struggles to grasp what is written, it can negatively affect their productivity.
You can have various languages while using Dynamics 365 Calendar. The tool’s difficulty can be simplified by adding multiple languages to the calendar.
Wrapping it up:
The Dynamics 365 calendar is a quick and easy approach to increase staff productivity. You may monitor employee productivity based on the tasks an employee accomplished before the deadline.
Users, on the other hand, can manage their tasks and activities without difficulty and update the task status on their own. You can hunt for a business offering a Dynamics 365 calendar plugin to take advantage of all these advantages.
