How to Manage Your Dynamics Remotely amid Corona Lockdown
With Greenland, the only country in the
world with zero active Corona cases, the gravity of the novel Corona
issue needs no explanation. With complete or partial lockdowns across
the globe, there is hardly any company that is physically open barring
some government or private essential service and goods provider
companies.
When such is the scenario, remote CRM
management becomes a major challenge. There are various issues that
arise when managing Dynamics CRM operations while being physically away
from the office. When you don’t get to interact with your clients,
customers, or employees face-to-face, it becomes difficult to keep track
of your business/CRM operations.
Here comes a Dynamics Calendar plugin as your savior.
There are a number of calendar plugins
available that help you manage your Dynamics CRM efficiently. An ideal
calendar plugin lets you manage everything right from within the CRM
calendar without having to maintain a separate calendar. It gives you a
single dashboard screen from where you can effectively control and
manage your CRM activities. With every CRM module available right on the
dashboard, you need not go back and forth between different modules.
Let’s understand how a calendar plugin
can help you effectively manage your day-to-day activities and how it
can resolve various issues that arise when working remotely.
Effective Activity Management
Time management can be a big issue while
working remotely at times. Keeping track of daily activities becomes
difficult. Going into individual modules and creating tasks there is
time-consuming and error-prone.
A calendar plugin not only helps you keep
track of CRM activities but also lets you create new activities, edit
and copy them from a single dashboard. Moreover, you can apply filters
to segregate activities based on their priority or status to efficiently
manage them.
It helps you stay on top of time
management with real-time reminders of activities on your screen or in
your email as per your preference.
Easy Follow-ups and Conflict Management
When in office, you can take follow-ups
from your team members about their daily activities at the end of the
day face-to-face and ask them what activities they would take the next
day. However, this is not easy when working remotely. A calendar plugin
lets you share your calendar with your team members and their calendar
with you. You can easily take follow-ups of their due tasks with a
single-screen view of activity statuses through shared calendars.
As everyone knows each other’s schedule,
they can adjust tasks or activities accordingly to avoid any possible
conflicts/time-clashes.
Productive Output
While you may interact with your team
members in person and instruct them to make changes in their priorities
or schedules as per the run-time urgent requirements, it gets a little
tricky when working remotely.
Here comes into play a calendar plugin.
It helps you stay productive with
detailed and actionable calendar views like Agenda, Gantt, List, etc.
along with a dynamic tooltip and a detailed pop-up as per your industry
requirements.
If you are a team lead, you can also
create an individual customer calendar according to tasks related to
them or activities in progress and share such calendars with the
assigned team members to make it easier for them to edit their schedules
accordingly and change priorities if required.
This proper exchange of information and priorities between you and your resources results in increased productivity.
Mobile Responsiveness
When at home, there may be times when
your PC or laptop may break down or may pose connectivity issues due to a
defective Wi-Fi adapter, LAN, etc.
In general, all calendar plugins are
mobile responsive and let you access your Dynamics CRM on the go. With
an interactive user interface, you can manage appointments, calls,
meetings or other activities easily and efficiently through a
mobile-compatible app plugin.
Thus, you can upkeep your productivity even when working on a mobile device.
Are You Ready to Streamline Your Dynamics Operations Remotely?
Since the novel Coronavirus has made
returning to the normal working environment difficult for at least a few
months, it is time you thought of an alternative way to retain your
work efficiency and productivity when away from the office.
If you use Dynamics CRM, a Dynamics 365 calendar plugin is an ideal solution to manage your CRM operations when at home.
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