Group Calendar for Dynamics 365

Group Calendar is a MSCRM add-on that enables CRM users especially managers and team members to become more productive and collaborative by allowing them to visualize all activities on Calendar with different filtering and color coding options available.

Objective

To enable CRM users such as managers and team members to become more productive and collaborative by allowing them to visualize all activities on Calendar with different filtering and color coding options.

Business Scope

Most companies often struggle to synchronize their ground staff with the business goals and client expectations in the absence of the proper activity tracking and visualization mechanism. Though Microsoft CRM addresses these concerns to an extent it still lacks in providing the flexibility that most companies demand today. MTC offers “Group Calendar” which gives company-wide visualization of activities belong to individual users, teams and facilities available within that Microsoft CRM instance. As a result, every user will exercise full control over the assigned activities and contribute greatly towards the business goals.

Key Takeaways

·         Create activities (Appointment, Phone Call, Fax, Letter, Campaign Activity, Task, and Service Appointment) on the fly saving many clicks.

·         Managers can create activities for team members and track the same.

·         My Calendar view to visualize activities of that particular logged in user.

·         View Calendar User Wise, Team Wise and Facility Wise or collectively.

·         Calendar (Day/Week/Month) and Timeline (Day/Week/Month) views of activities for better visualization.

·         Drag and drop facility to reschedule activities.

·         Color coding of activities and other attributes for better visualization.

·         Create and save personalized calendar views.

·         Share calendar views with team members.

·         Export calendar views.

·         Better collaboration among team members

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