{"id":2207,"date":"2020-03-04T17:39:52","date_gmt":"2020-03-04T12:09:52","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2207"},"modified":"2024-12-13T14:30:19","modified_gmt":"2024-12-13T09:00:19","slug":"calendar-365-streamlining-dynamics-crm-operations","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/","title":{"rendered":"Dynamics Calendar 365: Streamlining your Operations"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Scheduled_Activities\" >Scheduled Activities:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Reminders\" >Reminders:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Rescheduling_at_Fingertips\" >Rescheduling at Fingertips<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Effective_Operations\" >Effective Operations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Filters\" >Filters:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Shared_Calendar\" >Shared Calendar:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Interactive_Overviews\" >Interactive Overviews:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#You_can_do_it_all_with_Calendar_365\" >You can do it all with Calendar 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p><span style=\"font-weight: 400;\">To stay on schedule and manage time effectively are the most important things for anyone including YOU.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Right?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, with hundreds of emails, tasks, and meetings, we often get caught up in the mess.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When the basic operations like tasks, appointments, meetings are managed in your CRM system, keeping track of them separately in your calendar can be a hurdle. At the same time, managing the status for each task is not that easy, as there are separate modules involved, it can be a bad idea when updating them on the go. There are chances of discrepancies, inaccuracy, and missing out because of the back and forth.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Together all these can affect your productivity and also make your data inaccurate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hence, Dynamics Calendar 365.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">An exclusive plugin for Dynamics 365 that is a preferred solution on MSApp source, brings your Dynamics data and calendar at a single place.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">As it becomes a part of the CRM, you can easily manage all your CRM tasks and appointments right from its calendar screen. That means, no more back and forth between modules, or managing separate calendars.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here is how it can boost productivity:<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Scheduled_Activities\"><\/span><b>Scheduled Activities:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">You have an important meeting. You sent an invite to all the team members but missed to include one of them. Now, it might create a mess as you will have no idea about their schedule. But, when you have our Dynamics CRM calendar plugin in place, you can easily create and manage meetings from a single place that includes all the team members\u2019 current schedules. Means, no more managing a single activity at multiple places.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Reminders\"><\/span><b>Reminders:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">What is the point of having a CRM containing 99.9% of your details, and then choosing other <a href=\"https:\/\/trafft.com\/best-appointment-scheduling-software\/\" target=\"blank\" rel=\"noopener\">tools for managing meetings and reminders<\/a>? With Dynamics Calendar 365, you can keep up with all your meetings by setting reminders. Now you will never miss a meeting as you get reminders directly in your CRM.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Rescheduling_at_Fingertips\"><\/span><b>Rescheduling at Fingertips<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With the Drag and Drop option, users can quickly shift the meeting slab to any other day or time. This will save you from the need of filling the redundant data over and over again!<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Effective_Operations\"><\/span>Effective Operations<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2208\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/08\/business-team-working-as-mechanism_1262-19220.jpg\" alt=\"\" width=\"626\" height=\"410\" srcset=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/08\/business-team-working-as-mechanism_1262-19220.jpg 626w, https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/08\/business-team-working-as-mechanism_1262-19220-300x196.jpg 300w\" sizes=\"auto, (max-width: 626px) 100vw, 626px\" \/><\/div>\n<p><span style=\"font-weight: 400;\">Once you mark an event as completed in a simple calendar, you generally log in to the CRM and make the same update. Calendar solution for Dynamics CRM facilitates you with editing rights in the CRM calendar itself. You do not have to go back and forth between calendars and CRM to add the summaries. For example, after a meeting, you can easily convert that contact into the lead from the calendar which directly gets synced in the CRM system as well.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Filters\"><\/span><b>Filters:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Color: Red, Style: Polo, Size: L. This is how our filters look like when we shop from many varieties of products. Specified with essential aspects. The same thing is required in calendar management because sometimes our schedules are packed for as long as a month. Hence, with filter, you can easily select the day, time, name or any other details, and apply the filter to fetch the necessary information you were looking for. And done! No more confusion.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Shared_Calendar\"><\/span><b>Shared Calendar:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">At the time of scheduling any meeting, you may have to check what other members are up to and have to ask them about their daily schedules. But with the calendar plugin installed, you can stay on top of that. It eliminates this redundant communication and helps you get more done in less time. As they share their calendars with you, you can monitor their activities and add your suggestions to improve their overall productivity and manage other meetings.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Interactive_Overviews\"><\/span><b>Interactive Overviews:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With the extended functionality of the calendar, you can leverage the views it provides. You can easily see what your team members\u2019 daily schedule looks like. With the neat and clean bifurcation of data, color adjustments, it becomes easy for you to make timely decisions. If needed you can even delete one or the other activity to manage their overall schedules. Download it, send it to others, save it. It\u2019s all based on your requirements.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"You_can_do_it_all_with_Calendar_365\"><\/span><b>You can do it all with Calendar 365<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We made Dynamics Calendar 365 with an intent to extend the functionalities you get with a simple Dynamics CRM calendar. Basically, it will enable you to manage all your tasks and appointment-related data at a single place.<\/span><\/p>\n<div class=\"buttons-row\"><a class=\"btn btn-primary\" href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\" target=\"_blank\" rel=\"noopener noreferrer\">Start a 30 Days Free Trial<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><b>Conclusion<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To make a difference in your business, getting started with small changes can make a big difference. Adding a calendar to your everyday tool kit will definitely save a lot of your time &amp; resources. It also helps your team to manage their tedious schedules, improve productivity, and efficiency which contributes to streamlining business operations.<\/span><\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>To stay on schedule and manage time effectively are the most important things for anyone including YOU. Right? However, with hundreds of emails, tasks, and meetings, we often get caught up in the mess.\u00a0 When the basic operations like tasks, appointments, meetings are managed in your CRM system, keeping track of them separately in your&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/calendar-365-streamlining-dynamics-crm-operations\/\">Continue reading <span class=\"screen-reader-text\">Dynamics Calendar 365: Streamlining your Operations<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":2204,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[54,58],"tags":[],"class_list":["post-2207","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-dynamics-crm","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dynamics Calendar 365: Streamlining your Operations - AppJetty<\/title>\n<meta name=\"description\" content=\"To stay on schedule and manage time effectively are the most important things for anyone including YOU. 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