AppJetty

Ahmedabad, Gujarat, India — April 22, 2020 — AppJetty, Biztech’s child company, today announced the availability of Activity Calendar on Microsoft AppSource , an online cloud marketplace providing tailored line-of-business solutions. Activity Calendar, used and loved by thousands of businesses, is a calendar extension for Microsoft Dynamics 365 that lets you instantly access and manage all CRM appointments and tasks from a single calendar screen. “We realized that our customers were experiencing major management issues by maintaining their CRM activities in multiple places,” said Maulik Shah, AppJetty’s CEO. “To eliminate the back-and-forth, we built a solution so they can add/edit/delete and perform all the operations from a single calendar screen that gets synced into the CRM instantly.” Activity Calendar comes with separate resource and customer calendars so you can manage each of your assets on an individual level. “We’re proud to offer Activity Calendar to Micros

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

Drag and drop feature has cut down our manual efforts of copying and moving files, images, etc. It’s a clean interface solution for a tedious yet important process. You can simply drag and drop elements that improve overall user experience. Because of its simplicity, need, and popularity, it’s a ubiquitous interface feature now. When you merge this action into a calendar, it can save a lot of time spent in adding redundant details to reschedule events. And we’ve done just that with our Dynamics calendar. For users who use Calendar 365, there is drag and drop functionality available for rescheduling events in real-time. Let’s say you have an appointment on the 12th of February. Now for some reason, you need to reschedule this meeting from 12th to 13th of February. In that case, with default  Dynamics 365 Calendar , you will be redirected to the activity page to make the changes. Now, the problem here is that you wouldn’t be able to look at your schedule to m

Activities in Dynamics 365 are tasks related to customer entity like a call, setting up a meeting, appointment, sending pricing quotes or emails, etc. You can assign these activities to yourself or other team members. Here the question arises, how can you make the most out of them? For example, if you are in a meeting with your customers, you need to be specific with what they are looking for in your services. Did they ask for enhancements in your current package or expressed concerns for budgets? Or any highlights of the meeting. Chances are that you might forget these little details. In such cases, you can open your Dynamics CRM in mobile and add these notes in the specific appointment created for the meeting. This can help you focus on the details leading to more clients for your organization. So, let’s see how you can manage activities in   service calendar Dynamics 365 to make the most out of it. Step 1:   Find your activities: → Click on the sitemap and select activi

This blog shows how to share a calendar view with your team members or any of the Dynamics CRM users. If you are managing a team or multiple projects, then you know how messy it can get. Especially the communication part. Be it with the team or with multiple project managers, you might miss some of the other things during meetings.So, what if you could share a calendar view of all priority tasks with the required details among your team or with the project managers? And that’s what we are going to show in this blog. How to save a calendar view and then share it with other Dynamics 365 users in your organization. To do it seamlessly, you can browse on MS AppSource to find the right calendar that fulfills your requirements. In this blog, we are taking   Dynamics 365 Calendar , a Dynamics Calendar extension, to show you how to save and share a calendar view in Dynamics 365. Step 1: Choosing a calendar extension The first step here is that you will need to choose and install the

A few years back Microsoft entered the CRM industry with its Microsoft Dynamics CRM and Dynamics 365, a product line. This product line includes apps for enterprise resource planning (ERP) and customer relationship management (CRM). Dynamics CRM has become popular among enterprises for its focused features around the Sales, Marketing, and Customer Service sectors. Now, these are the sectors that include a lot of planning, meeting with customers, execution, and time management. So, in this blog, we’ll walk you through how to create multiple calendar views in Dynamics CRM to utilize Dynamics CRM calendar to its full potential. Dynamics 365 Unified Interface provides three views of your activities: Day, Week and Month. Steps to create multiple views in Dynamics Calendar: Step 1: Go to Settings → Customizations → Customize the System Step 2: Select Entities → Appointment Step 3: Click on Controls -> Add Control -> Select Calendar Control and then click on “Add”