How does Dynamics 365 calendar help Businesses?

In the busy world, every business needs to be able to manage schedules and events to avoid any delays and unwanted time conflicts. 

Businesses are so busy that they even forget if they have any schedule already, and for this they need to hire individuals who will keep track of each minute. Hiring a professional can be expensive and may lead to misuse of information, thus businesses must look for ways that automate this process.

Calendar 365, which is completely connected with Dynamics 365, provides the ideal solution for scheduling and reminding you. 

Imagine a platform for scheduling that manages both your appointments and your progress, all without requiring you to juggle a number of different third-party programs. That’s exactly what the Dynamics 365 calendar does; it makes it simpler than ever to define your business hours and event kinds, and it handles the rest on its own by adjusting dynamically. 

Let’s understand in detail how the Dynamics 365 calendar can help businesses:

Schedule Appointments Automatically

Using mental planning to estimate task time and arrange it doesn’t work effectively. Unexpected jobs will interrupt ongoing ones, wasting time. Managing everything and ensuring a seamless workflow is difficult.

Solutions like Microsoft Dynamics 365 Calendar prevent such concerns. You can create and manage activities in one place. You may quickly create and schedule projects for customer training, board meetings, team meetings, and product launches. Custom activities like birthday wishes and team checks are also possible.

• Share Calendar

Not understanding what your team is doing might be overwhelming. Imagine that your staff is on-site and you have to call them for updates or they call you for updates. Communication and management like this can hinder productivity. Frequent calls can also distract your staff from crucial duties.

Remote work makes personnel management harder. Calendar 365 addresses these issues. It lets employees exchange calendars with bosses and coworkers. Since everyone can see what each team member is working on, this removes the need for back-and-forth emails, multiple link sharing, and frequent phone calls. 

Managers can immediately edit and add tasks to employees’ schedules. This tool enhances transparency, and collaboration, and decreases interruptions, keeping everyone informed and productive.

• Reminders

Imagine having a 10-minute meeting that your calendar doesn’t remind you of. After 15 minutes, a team member calls to invite you to the meeting, which is awkward. Additionally, arriving late to a meeting can cause you to miss vital topics.

This integrated CRM calendar application lets you establish reminders for activities and meetings to avoid such mistakes. You can use screen notifications or pop-ups for these reminders to get timely alerts. Better more, you’ll receive email reminders and specific information regarding chores and meetings. This ensures you have all the information before a meeting.

• Handle Multiple Tasks

You don’t need several calendars or programs to manage your activities. MS Dynamics 365 Calendar lets you manage everything in one location. Calendar 365 for Dynamics CRM lets you create, amend, or delete tasks or meetings, assign or reassign tasks to team members, filter data, schedule recurring activities, and send customer reminders.

Let’s view user-specific activity. In that situation, you can quickly filter data by account and apply advanced filters to display tasks by priority or status. Select recurrent and add email addresses for recurring activities. This avoids the need for repeated invitations. You may also use CRM data to give customers calendar reminders if they forget a meeting.

Microsoft Dynamics 365 Calendar simplifies activity management without different tools or processes.

• Configurations

With so many appointments and tasks, it’s important to customize your calendar. Not everyone likes blue or the usual list view. Because of this, you can color-code and see your actions in lists, graphs, and more. You can customize your calendar and see your tasks and schedules.

Configure the dashboard to see all your tasks and team members. This lets you personalize the dashboard to show your most critical entities and data. It lets you see all the important data in one place.

Additionally, you can store calendar settings as templates. This is quite useful because you can rapidly swap calendar formats or views by picking the template. Avoiding manual calendar configuration saves time and assures consistency.

The End Note

Dynamics 365 Calendar is now essential for raising productivity and client happiness. By automating the scheduling process, businesses can save time, lessen administrative hassles, and offer a seamless experience for staff and customers. The future of Dynamics 365 Calendar is full of intriguing possibilities that promise even more flexibility as technology develops.

Let AppJetty help you integrate Dynamics 365 Calendar to make your business run smoothly, and efficiently. Our solution is designed to make your life easier and keep you notified for everything that matters.

Reach us today to book a demo or to discuss your business needs.