{"id":2381,"date":"2019-11-26T19:15:24","date_gmt":"2019-11-26T13:45:24","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=2381"},"modified":"2024-12-13T14:30:21","modified_gmt":"2024-12-13T09:00:21","slug":"tips-to-manage-dynamics-crm-calendar","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/","title":{"rendered":"Tips to Effectively Manage Your Dynamics CRM Calendar"},"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\/tips-to-manage-dynamics-crm-calendar\/#Dynamics_CRM_integrated_Calendar_to_Track_Events\" >Dynamics CRM integrated Calendar to Track Events<\/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\/tips-to-manage-dynamics-crm-calendar\/#Get_Rid_of_Repetitive_Data_Entry\" >Get Rid of Repetitive Data Entry<\/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\/tips-to-manage-dynamics-crm-calendar\/#Never_Forget_a_Meeting\" >Never Forget a Meeting<\/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\/tips-to-manage-dynamics-crm-calendar\/#Track_Wasted_Time\" >Track Wasted Time<\/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\/tips-to-manage-dynamics-crm-calendar\/#Assign_Resources_Effectively\" >Assign Resources Effectively<\/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\/tips-to-manage-dynamics-crm-calendar\/#Create_Customizable_Calendar_Views\" >Create Customizable Calendar Views<\/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\/tips-to-manage-dynamics-crm-calendar\/#Schedule_Recurring_Meetings\" >Schedule Recurring Meetings<\/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\/tips-to-manage-dynamics-crm-calendar\/#Still_Thinking_About_it\" >Still Thinking About it?<\/a><\/li><\/ul><\/nav><\/div>\n<p>&nbsp;<\/p>\n<div style=\"text-align: justify;\">\n<p><span style=\"font-weight: 400;\">Time is money. And it shouldn\u2019t be wasted.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Especially in the business world, dealing on time makes a huge difference because every second may cost you a million dollars. However, with so many things on our plate, it becomes a little overwhelming to manage everything. Though you have <a href=\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\">calendar tools to manage your schedule<\/a>, it consumes most of the time in adding and updating details of various events in the CRM.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if it takes 15 mins to update 1 of the events\u2019 details into your Dynamics CRM, and you have 15 other events like this, it consumes up to 3 hours of the day to just fill the details with accuracy.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With CRM calendar, it becomes easy as you can update details right from the calendar. Apart from this, here are some other tips to manage your schedule effectively and be more productive:<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Dynamics_CRM_integrated_Calendar_to_Track_Events\"><\/span><b>Dynamics CRM integrated Calendar to Track Events<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">When it comes to business events, planning and scheduling play an important role as businesses attend events for multiple purposes. These include webinars, training for customers, board meetings, monthly team meetings, product launches, press conferences, etc. And if you note them manually, there is no way of you making to any of these events on time. With CRM integrated calendar, you can keep track of all of it in one place. It gives you an idea about what is pending for the current day and therefore an overview of your week is going to be.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Get_Rid_of_Repetitive_Data_Entry\"><\/span><b>Get Rid of Repetitive Data Entry<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It becomes a headache to update data into Dynamics CRM after completing a particular event or task. You may have got a lot of details to fill in. And it can be a little difficult to do it promptly. By integrating <a href=\"https:\/\/www.appjetty.com\/dynamicscrm-all-in-one-calendar.htm\">Dynamics CRM Calendar<\/a>, you get the functionality to edit all the details from the calendar itself.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Never_Forget_a_Meeting\"><\/span><b>Never Forget a Meeting<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">In case you have CRM integrated calendar tool, you can set reminders to make sure you never miss any meeting. It allows you to set up reminders for a particular task. One major plus point you get here is that you get these reminders with meeting details in your email as well. It helps because when you have these details, you can be prepared for the meeting.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Track_Wasted_Time\"><\/span><b>Track Wasted Time<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">It is important to use such a tool effectively. Once you are done with a particular schedule, you can count your total wasted time in a number of tasks. List all your tasks and an average spent time beside them. It will provide you with an accurate number of total hours spent. After bifurcating them into priority tasks, you can count the total hours spent which were not productive. This helps you make your schedule accurately and to eliminate unnecessary tasks.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Assign_Resources_Effectively\"><\/span><b>Assign Resources Effectively<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">While assigning activities to your employees, having a Dynamics CRM calendar lets you track your employees\u2019 schedules. This means you can assess performance individually, and assign tasks according to that. It reduces redundant efforts and helps you manage your time and your team accordingly.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Create_Customizable_Calendar_Views\"><\/span><b>Create Customizable Calendar Views<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">With customized calendar views, your employees can manage it according to their schedule. For example, if they work nine to five, then they can display only weekdays. With available tooltip and pop-ups, it becomes easier as they only see necessary details on the calendar. With their constantly changing schedule, they can choose also to display the whole month in the calendar.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Schedule_Recurring_Meetings\"><\/span><b>Schedule Recurring Meetings<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Many of us have scheduled meetings on a daily, monthly or weekly basis. Now if every time you had to send everyone an invite, it consumes a lot of time and energy. With CRM Calendar you can schedule and send invites for recurring meetings. All you will need to do is add the details and select the email addresses. After choosing daily, weekly or any custom time and date, it will show up on the recipient&#8217;s calendar as a scheduled meeting.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Still_Thinking_About_it\"><\/span><b>Still Thinking About it?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Today most of the software is moving towards cloud-based integration. And not using CRM and calendar integration will not let you make optimum use of your time, business and resources. With available Dynamics CRM Calendar plugins, you can perform almost every activity on a calendar and save yourself and your team from making unnecessary efforts and utilize more time effectively.<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">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.<\/span><\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>&nbsp; Time is money. And it shouldn\u2019t be wasted. Especially in the business world, dealing on time makes a huge difference because every second may cost you a million dollars. However, with so many things on our plate, it becomes a little overwhelming to manage everything. Though you have calendar tools to manage your schedule,&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\">Continue reading <span class=\"screen-reader-text\">Tips to Effectively Manage Your Dynamics CRM Calendar<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":2383,"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":[62],"tags":[23],"class_list":["post-2381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-calendar-365","tag-dynamics-crm-calendar","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tips to Effectively Manage Your Dynamics CRM Calendar - AppJetty<\/title>\n<meta name=\"description\" content=\"&nbsp; Time is money. 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Especially in the business world, dealing on time makes a huge difference because every second may cost\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\" \/>\n<meta property=\"og:site_name\" content=\"AppJetty\" \/>\n<meta property=\"article:published_time\" content=\"2019-11-26T13:45:24+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-13T09:00:21+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/11\/1904_406.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1904\" \/>\n\t<meta property=\"og:image:height\" content=\"406\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Amit Shah\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amit Shah\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\"},\"author\":{\"name\":\"Amit Shah\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/#\/schema\/person\/d964308bc60c7fa2c426895ea8e46fb5\"},\"headline\":\"Tips to Effectively Manage Your Dynamics CRM Calendar\",\"datePublished\":\"2019-11-26T13:45:24+00:00\",\"dateModified\":\"2024-12-13T09:00:21+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\"},\"wordCount\":759,\"publisher\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/11\/1904_406.png\",\"keywords\":[\"Dynamics CRM Calendar\"],\"articleSection\":[\"Calendar 365\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\",\"url\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/\",\"name\":\"Tips to Effectively Manage Your Dynamics CRM Calendar - AppJetty\",\"isPartOf\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/tips-to-manage-dynamics-crm-calendar\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2019\/11\/1904_406.png\",\"datePublished\":\"2019-11-26T13:45:24+00:00\",\"dateModified\":\"2024-12-13T09:00:21+00:00\",\"description\":\"&nbsp; Time is money. 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