7 Productivity Boosting Features of Dynamics 365 Calendar

Author: Maulik Shah

Have you ever faced a situation where you end up wasting an hour sending any important information to all your team members by adding their email addresses individually? Yes, this is not at all productive but complex. And before you loop into such complex processes, let me give you a productive option - integrating a Dynamics Calendar into your work system.

Of course, using a Google Calendar is also an option but, if you are working, you probably need a calendar that syncs with the Dynamics 365/CRM. This will relieve you from shuffling between two solutions. Also, many additional features in the Dynamics 365 Calendar can speed up your business operations. Let me enlighten you with the Dynamics CRM calendar features that can make your work life much easier.

  1. Multiple Calendars

It is essential and complex to manage multiple users and activities at once. Thus, Dynamics 365 calendar allows you to create multiple calendars for different tasks or teams. And this is not it; you can even view them in different formats. For instance, using a resource calendar, you can check the availability of all your allocated resources. Similarly, the Dynamics 365 calendar entity will help you to manage entities and their respective attributes.

A separate customer calendar will help you to manage team member's ongoing tasks and activities. Dynamics 365 manages multiple purposes for you and ensures that there is no repetition of any tasks, and nothing is left out.

  1. Schedule Activities

A Dynamics CRM calendar helps you to plan your meetings, appointments, to-do tasks productively. How? It lets you create your activities in the manageable form of a day, week, month, or year. Additionally, you can perform various operations like editing, rescheduling, deleting, and scheduling activities directly from the calendar itself.

You can even tag users or members to an activity. The activity can be anything like a phone call, appointment, meetings, task, reminder, etc. You can also manage resources and their activities. It is possible with Dynamics Calendar to track their activities like:

  • What they are working on

  • Approve/deny their leaves directly from the calendar

  • Check their working hours

  1. Real-Time Reminders

This calendar reminds you of your schedule and keeps you on top of the deadlines. This is one of the best features for a reason. It ensures that you don't miss out on any meeting or task. How? By reminding you in your preferred way, i.e., via desktop notification or email.

Also, while you are getting notifications, you can add notes to be prepared with whatever is required. And if it is a reminder for a meeting, the Dynamics calendar also notifies you about the documents you might need for the meeting.

  1. Multi-Language Support

You might have often noticed that your users are not comfortable with the default language. You can give them the freedom to add and manage their activities in their preferred language in such a situation. That's right! Calendar 365 supports multiple languages so that your users can manage their operations in their preferred way. This also decreases the misunderstanding levels.

  1. Work Report

Switching to CRM just to view the progress report is frustrating, right? You can totally skip that process when you are managing everything from the calendar. A Dynamics CRM calendar provides you with a complete report of the activities and statuses of your team's work. It also provides you with insights and allows you to assess an individual's performance.

This means that you can both view the tasks you assigned to your team members and their completion status. In this way, you can analyze an individual's strengths and develop ways to boost their productivity.

  1. Perform Quick Actions

Calendar 365 lets you perform multiple actions quickly in few clicks like:

  • Assigning

  • Reassigning

  • Scheduling

  • Rescheduling

You can use drag and drop functionality to convert the activities into cases. This way you can assign them directly to the specific resources from the calendar. Additionally, it is easy to create, edit, copy or delete activities too.

  1. Save Calendar Settings

If you want a custom calendar view, it provides you with the 'Save as Templates' feature. So that you can save multiple calendar settings as templates and can use them whenever required. Also, you can share it with other team members.

Bottom Line

All in all, the Dynamics 365 service calendar can save your time by enhancing your management process. It also helps you to stick to your schedules by reminding you in real-time. And it also helps you in leadership tasks like managing your team efficiently.