9 Reasons to Integrate Calendars with Dynamics CRM

Do your employees have their calendar and Dynamics CRM tasks to create and maintain? If the answer is yes, then your employee’s productivity is being hampered by such repetitive chores. Employees also frequently discover after scheduling a meeting that some of their coworkers have other obligations.

Alternatively, the participants may be absent or arrive late even if a meeting is correctly scheduled. Your staff may feel uneasy in such circumstances. CRM and the calendar are connected, so any modifications or updates made in one will also affect the other. 

Dynamics 365 Calendar is the plugin that offers such functionalities to your CRM. Let’s first discuss the Dynamics 365 calendar and the benefits of using it for your company which is mentioned below:

What is Dynamic 365 Calendar?

The Dynamics CRM and Dynamics 365 Calendar are both integrated using a plugin. Utilizing this plugin is primarily intended to handle meetings, tasks, and activities effectively. Due to the plugin integration with the CRM, all of the CRM’s entities are available in the calendar and helpful when setting up a meeting for that assignment.

Your meetings to get task status updates from your team may be fewer if you integrate a calendar plugin with your CRM. A calendar makes daily schedules transparent and easy to see. It also pulls information from the CRM, allowing adjustments to the CRM to be reflected in the calendar and vice versa.

It offers incredible features to help you and your staff manage their schedules better.

Different types of Dynamic 365 Calendar:

Calendar for customer service:

Calendars for customer service are available to measure performance against SLAs. Key performance indicators based on time, such as the time required for the first response or the window before escalation, are usually the foundation of SLAs. 

Calculations to enforce these agreements must consider information from the customer service calendar when these time limitations are restricted to windows when customer service activities are open.

A customer service calendar can be used with a holiday schedule to explain the hours when customer services are available.

⦁ Calendars for scheduling services:

When scheduling services, the default calendar type is used. Calendars for company closures can be created and shared on resource and service entities. The scheduling engine makes sure that while considering an appointment request, all pertinent calendar regulations are taken into account.

When the entire effort necessary for a given service is less than or equal to the total effort available for all required resources, the scheduling engine automatically calculates the relevant time blocks for an appointment.

Reason to integrate Calendars with Dynamic CRM:

⦁ Simple task administration:

Managers need help finding a time that works for everyone when scheduling a meeting since they need to be aware of everyone on their team’s calendar. Similarly, when giving tasks to their team members, they occasionally give them to those whose plates are already full.

These circumstances confront managers practically every day. They spend a lot of time going back and forth, always trying to make things right. Additionally, giving someone a task when they already have a full day of work might reflect poorly on the leader and business.

The Dynamics Calendar plugin can simplify scheduling meetings and assigning tasks. All of the jobs are displayed thanks to this functionality. Due to the calendar’s integration with the CRM and its ability to get entities from there, adding tasks automatically is unnecessary. It is simpler to plan a meeting or assign a job using specific tools.

⦁ Resource Management Improvements:

It takes time to use various tools for various jobs. Keeping track of everyone’s tasks, absences, meetings, etc., might be challenging, especially for managers who supervise a team. For instance, the manager has authorized the leave for that employee after you applied for one using a different platform.

You might be utilizing a different tool to assign jobs. The management may realize they made a mistake after the workday and will have given an essential duty to an employee on vacation. The finest calendar plugin saves you from having to use numerous applications.

Employees can add vacation time to the Dynamics calendar, and managers can approve it from the calendar. As a result, it will be apparent that the employee is on leave if they choose them when allocating tasks or setting up a meeting.

⦁ Various calendars:

If some clients or visitors added their entire day’s schedule to yours, wouldn’t that create more confusion? There may be a new hire or a trainee for whom you need to complete tasks. So, you must keep track of your actions, which will be challenging.

You won’t have to stress about this if you use a Dynamics calendar. You can create several calendars using it. You can keep it for yourself or send it to the appropriate staff.

A transparent calendar makes your productivity obvious. You can switch calendars to view the alternate calendar, giving you real-time notifications.

⦁ Shareable Calendar:

It can be exhausting to ask everyone about their schedule to find out what they are working on or their spare time to plan a meeting. You might occasionally not receive prompt responses or accidentally interrupt them in the middle of a crucial meeting. Finding the right moment to ask their senior for advice may take time for a junior employee.

The Dynamics calendar has a sharing calendar function that enables company employees to share calendars. So, your schedule and tasks are visible to everyone with whom you have shared your calendar. 

Therefore, anyone wishing to schedule a meeting or assign a job to a specific employee only needs to consult their calendar. Senior staff members frequently have sessions, so they can collaborate with others by sharing their calendars to locate a good time.

⦁ Productivity gains:

Employees operating remotely might need to know other people engaged in the same project. As a result, they frequently need to ask people for information when they have questions. If they knew exactly who to ask and when to ask, the time spent inquiring would be sufficient to dispel their skepticism.

But this is physically possible with the Dynamics calendar. The workers can observe who else has been given the same assignment as them. As a result, they can ask the appropriate individual to clarify their questions. People can also keep track of one other’s project progress and completion status.

This can keep the team members on the same page in large teams that work from several places. Everyone can use the same form to fill out their work reports and update the status of their tasks. It lessens misunderstandings among team members, which boosts efficiency.

⦁ Phone Compatibility:

What if your staff members need to meet clients off-site? Using a laptop or personal computer is not the best option in this situation. Mobile devices are compatible with Dynamics 365 Calendar. As a result, it offers consumers flexibility because it functions just as well on mobile devices. 

The staff members may update the calendar on their phones and receive real-time notifications for any updates, upcoming events, meetings, or other reminders. It works with tablets, online views, and model-driven apps in addition to mobile devices.

⦁ Support for several languages:

What if the new employee struggles to speak French? If they are unable to comprehend even half of what is being said, how will they be able to use the calendar? Utilizing the calendar plugin is meant to lessen confusion, not create it.

It could be more efficient for businesses with international staff to provide a calendar that is only available in that language for the duration of the workday. Just because an employee struggles to grasp what is written, it can negatively affect their productivity.

You can have various languages while using Dynamics 365 Calendar. The difficulty of using the tool can be made simpler by adding multiple languages to the calendar.

⦁ Real-time reminder:

Despite their efforts, some attendees still need to show up when the meeting is scheduled. You might have to phone them, and when you do, they might admit that they missed the meeting. Arriving late to a meeting might be awkward.

Everyone has a hectic schedule, and many things can be forgotten. You can combine your Dynamics 365 with the calendar to ensure none of your employees experience these things. Before the meeting, alerts would be sent from the calendar to allow for preparation.

In order to always remember a task, you may also set reminders for client calls, particular assignments, meetings, appointments, etc. With Calendar 365, you may also schedule your daily activities, which brings them to the following point.

⦁ Fully customizable:

The default settings are only for some. Everyone’s preferences can be satisfied if they have some degree of control over the calendar’s colors or views. This calendar can be customized completely. The user can independently configure the picture, color, entities, task, and meeting colors. 

Parting words:

A few critical arguments in favor of the Dynamics 365 calendar for your company are mentioned above. Dynamics 365 calendar is the most straightforward tool for streamlining your team’s schedule. It retrieves CRM entities, making scheduling appointments and meetings more straightforward. The task status in the CRM and calendar would be the same, clearing up any ambiguity. 

All you have to do is locate a calendar plugin that meets all of your business needs. You may also ask the service providers if you want to add or change features. You can sign up for a yearly subscription, and the costs vary according to the users.


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