Calendars are most effective for organizing and managing daily tasks. Some people like to write it down
in a daily planner, while others prefer to use an app. We’ve all used a calendar app in some capacity. It is
often used in organizations to organize meetings and daily routines.
Many people have stated that they only use calendars for meetings and have stopped using them for
task control since it was taking too much time. They needed to make changes to the task in the calendar
and CRM. They couldn’t keep the same item in two distinct places, so they gradually came to a halt.
Why is a calendar plugin needed?
A calendar plugin that interfaces with Dynamics 365, eliminating the need to manage an extra tool.
Furthermore, it will reduce the necessity to modify work in two places. Updating the status of a task
from the calendar will also update it in CRM, and vice versa.
Calendar applications may be found anywhere. The main advantage of using a dynamic 365 calendar
plugin is saving time when generating and updating tasks, meetings, events, and so on since Dynamics
365 CRM has your back. There is no need to manually enter data because the plugin will do it for you!
We’ve all used calendars and are familiar with its fundamental capabilities, such as meetings,
scheduling, and task management. However, calendars have evolved in recent years. These tools assist
you in overcoming the obstacles of identifying invitee availability while organizing a meeting. Let’s look
at some calendar plugin features that can be useful to your staff.
Components to Help with Meeting Scheduling
Every organizer who tries to locate an optimum time for a meeting that works for everyone gets
annoyed since they have to continually delay the meeting because someone is unavailable.
Alternatively, they must text or contact each invitee individually to inquire about their availability. They
continue to wait for all of the invitees’ solutions before deciding on a time. There is a bigger chance of
human error. We offer options that can assist you streamline the scheduling process to make it easier.
External Gatherings
Most sales teams must figure out how to organize meetings with clients and prospects. If meeting
arrangements do not work out the first time, especially if you are unable to react to their emails on
time, the initial impression of your organization will be negative.
Calendars can contain a meeting link function that allows you to specify your availability and the
calendar will only show time slots that fall within that time frame. Meetings may be divided into several
sorts based on their length. For example, an introduction call may go up to 15 minutes, a demo call
could last 30 minutes, and so on. The time slots will be presented when the user picks the sort of
meeting they desire. As a result, meeting scheduling becomes much easier.
Message of Caution
If you have a process or functionality in place to determine the availability of all invitees, you may
overlook something and schedule a meeting while someone is unavailable. This is when warning
messages come in handy. It would be easier to avoid such scenarios if you had something that could
instantly tell you that the invitees are busy in another meeting at the given time.
When you reserve a meeting, you will first specify the time of the meeting. Then, one by one, choose
the invitees from the list. If you choose an invitee who is currently in a meeting, a message will appear
indicating their unavailability. As a result, you will know that the individual is not available at the
specified time. You can either change the time of your appointment or ask the person if there is another
way to handle it. As a result, even after employing the other components discussed above, warning
messages will ensure that you do not overlook anything.
Everyone has access to it
Anyone working for your company, whether onsite or remotely, may easily schedule meetings and send
out invitations. A calendar plugin will provide you with access to meeting schedules. Because these
plugins are mobile-friendly, employees are not forced to arrange meetings using their PCs or laptops. All
calendar functions are available on smartphones.
There are no errors.
If you manually plan a meeting or just fail to add the appointment to your calendar, the date or time will
almost certainly be inaccurate. These errors are more likely to occur if you visit a large number of clients
each day. When you have a calendar, though, it is much easier to schedule a meeting. When a calendar
plugin is used with Dynamics 365 Calendar, all capabilities are made available and errors are eliminated.
Spend less cash
There is no need to engage an administrator to handle client call booking because operations like
appointment scheduling are automated. As a consequence, no data entering or emailing is required. All
of these processes are automated using the calendar plugin.
A calendar will only show the time slots you want your clients to see. When they confirm the
appointment with a single time frame, the calendar reserves that time slot for other people. As a
consequence, you will never have schedule problems and will never miss an important call.
Avoid scheduling conflicts during meetings.
Because invitees are distracted with other duties, many meetings are canceled or postponed. This is a
rather common issue that many employees confront. Meetings must be rescheduled due to scheduling
conflicts. But what if the calendar shows that the person you’ve invited will be attending another
meeting? As a consequence, the meeting organizer is aware that the participant is already scheduled to
attend another meeting. As a consequence, instead of canceling meetings at the last minute, people
may check their availability and reschedule them.
Give the Best Customer Service
Your relationship with your clientele is one thing that distinguishes you from your competition. To do so,
you must improve your communication with them and gain their trust. A calendar can help you enhance
your relationship. Calendar plugins make it simple for your consumers to schedule appointments. Clients
can make meetings with you if you share your calendar with them. The link will display your availability
along with time slots. They can select their desired time zone, and the timings will be reset. When they
choose a time slot and confirm the meetings, you and the customer will receive a meeting link with all of
the necessary information.
Many conditions are met.
A corporation’s numerous departments work in diverse ways. This indicates that they will have separate
requirements. Your sales team, for example, will have different requirements than your marketing or
development teams. As a result, in order to maximize calendar usage, it must be customized based on
user type. The calendar plugin includes the ability to customize entities based on your requirements. For
example, the sales team may demand characteristics such as a list of leads and clients, whereas the
development team may require testing, design, and so on. Using the plugins, you can additionally store
the calendar with other entities. As a result, users have the ability to choose and save entities.
Exchange of Calendars
Scheduling meetings with a large number of invitees is tough since you must take into account all of the
invitees’ schedules. It takes time to enquire about each invitee’s availability and then schedule a
meeting. Simply use the calendar plugin to share calendars with coworkers to avoid this. As a
consequence, whomever is organizing the meeting may open their calendar and schedule a meeting. As
a result, you do not have to wait for invitees to answer to whether they are available at a given time.
This works effectively for senior personnel who attend meetings regularly. Their team members are
finding it tough to get time to speak with them. However, managers would benefit by sharing their
schedules with their team members.
Compatible with Microsoft products
Dynamics 365 is completely integrated with Office 365, making Outlook, Power Bi, and SharePoint
accessible. When you utilize Microsoft Dynamics 365, switching between apps is quick and easy. You
don’t have to be concerned about your personnel taking longer to enter consumer data into other
systems. You are also not required to give further employee retraining. This program will provide you
with a comprehensive image of your firm, which you can study and enhance.
Customization and scalability
Dynamics 365 has a plethora of workflow tools and modules. They may assist you in automating
processes and tasks in marketing, customer support, field service, sales, and project management. If you
discover that the built-in tools do not provide the features you want, you can alter them. You may utilize
the program’s customization tools to add additional fields and objects. The architecture of the software
will also be flexible. There are many pricing tiers available, allowing you to tailor the programme to your
budget and team size.
Bottomline
Dynamics Calendar plugin for Microsoft Dynamics 365 Calendar?365 has a number of capabilities for organizing and tracking CRM activity from the customizable calendar. Admin users will be able to manage existing and impending activities such as appointments, calls, and meetings. They may alter the calendar’s default display and view all activities in the list view.
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