Zum Hauptinhalt wechseln

Calendar 365


3.8 (4)

Streamline your operational activities with a well-designed Dynamics CRM Calendar 365.

  • Note: The Free Trial option on AppSource will work for Online (On-Demand) CRM Integrations. If you have an Offline (On-Premises) Integration, you would need to visit https://www.appjetty.com/dynamics-crm.htm and opt for trial.

Dynamics CRM Calendar helps you to manage all your CRM activities and view them in calendar format. It also enables the CRM users to go through different activities and view them based on different timelines including day, day span, week, and month formats. The plugin is flexible enough and lets the CRM users schedule and reschedule activities through the drag and drop option. If you are looking for a Dynamics CRM based plugin that provides you with a bird’s eye view of your and your team members’ task, Calendar 365 is the right choice.

What Challenges Does Calendar 365 Overcome?

  1. Don't miss important deadlines by getting timely reminders through notifications and emails.
  2. Manage your activities of you and your team members through a bird’s eye view of the activities of you and your team members with the help of our Dynamics CRM Calendar Plugin.
  3. Super admin can customize the look of tasks as per their type or priority and manage tasks better.

Product Features

  • Users can create and manage multiple activities like tasks, appointments, emails, phone calls, letters, fax, service activity, and custom activities in this Dynamics CRM Calendar Add-On.
  • Get a reminder of the activity through a notification as well as email before the start of the activity.
  • Customize the look of the activity in the calendar through admin settings through our Dynamics CRM Calendar plugin.
  • Drag and Drop activity to reschedule day and time of the activity.
  • View customer activities related to opportunities, leads, cases, quotes, sales orders and invoice modules.
  • View all the activities in multiple view formats including List view, Gantt view, Timeline view, Top Down view, and Agenda view.
  • View list of activities in grid format.
  • Perform actions as such copy, export to CSV-excel-pdf and print activities.
  • Reassign user/team of particular activity directly from the calendar itself.
  • Print the activity calendar for any of the selected view formats.
  • Get a list of all upcoming events based on time span selected.
  • Convert activities to case and opportunity directly from calendar.
  • Convert email activities to lead.
  • Multi Language Support

If you want to be more specific and centered to your business needs, you can send us your requirements and we will get you the solution that matches all your business objectives.