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Showing posts with the label dynamics 365 calendar

Unveiling Exciting Upcoming Features in Calendar 365!

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    In a world where every minute counts, efficient scheduling is the key to success. We’re thrilled to unveil the latest enhancements to Calendar 365, designed to streamline your scheduling process and maximize productivity. Here are the upcoming cutting-edge features that will revolutionize the way you manage your appointments. Introducing Global, Group, and Round Robin Events: Tailoring Meetings to Your Preferences Calendar 365’s latest update introduces three game-changing features: Global Events, Group Events, and Round Robin Events. These features are crafted to provide users with the flexibility they need to schedule meetings according to their preferences seamlessly. Global Events : Say goodbye to the chaos of scheduling meetings. With Global Events, you can effortlessly schedule meetings across the organization. It lets the user effectively schedule one-on-one meetings without any fuss enhancing the overall productivity and communication of the teams. Group Events : Collaborat

Stay on your Toes with Dynamics 365 Calendar

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  We always have that one person in our group who is always late for a movie, Sunday brunch, or submitting tasks. I am one of those people, and often my reasons for the delay involve spending too much time on planning or trying to accomplish multiple tasks simultaneously. I am stuck in a loop until the last minute panic comes in, and I have to submit the work. The work submitted is not upto the mark, and that nagging feeling “I could’ve done better only if…” makes me the mute spectator in my own life. I feel like I’m losing control. Do you feel as if you are losing control or being unproductive? It might be while keeping up with your tasks or ensuring your team is sticking to their schedule. Don’t you think it’s time to take back control? One sure shot way to stick to the tasks is to set a deadline for it. For that, you can plan your task in the Dynamics 365 Calendar. The calendar will notify you and your team about their current and upcoming tasks. The remi

Five Must Have Plugins For Microsoft Dynamics 365 CRM

  We cannot ignore the fact the world sculpts itself in a new shape every day with the injection of ecommerce. Entrepreneurship also has its own kind of technology driven motivation. Ecommerce, Entrepreneurship, and technical innovations, all go hand in hand. Moreover, they all play a major role in sculpting our world.     What does an eCom entrepreneur need? The primary thing that creates a mature entrepreneur is an idea. In addition to an idea, having a knack of grabbing opportunities develops entrepreneurship. Entrepreneurs must know that the growth of their business is directly related to the user's happiness! The more the users enjoy their shopping experience, the more they tend to like you.   Apart from the shopping experience, another aspect you need to focus is on customer relationship management. Microsoft Dynamics CRM is one such tool that governs this. To boost relationship management, various other tools from AppJetty are the products that you need.   Inventory and Ware

AppJetty's Activity Calendar is Now a “Preferred Solution” for Microsoft Dynamics 365

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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

How to Manage Your Dynamics Remotely amid Corona Lockdown

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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

Rescheduling Made Easy with “Drag and Drop” in Dynamics 365

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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

Create and Manage Custom Activities with Dynamics Calendar

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One of the most beneficial aspects of Dynamics 365; tracking activities, lets you log your important calls, tasks, emails, and appointments. It enables you to overview the interactions your sales reps have with your customers. How? Your sales team can create activities for each record according to the activities they perform like logging a phone call with all the required details like time of the phone call, setting the next task based on the response, and so on. This makes your operations more organized. Apart from the available activities in Dynamics CRM, there might be scenarios when you want to record custom activities. For example, birthday celebrations, internal team discussions, or other events. For such events and activities, you can add a custom activity in Dynamics CRM. In today’s blog, we will show you how to create and manage them with your Dynamics calendar. Navigate to Settings → Customizations → Customize the System to open the default solution. In the d