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Calendar Plus

AppJetty

4.5 (11)

Manage all the activities such as appointments, tasks, calls and many more from one calendar

Dynamics 365 Calendar helps you to manage all your CRM activities from a single screen right from your CRM. Manage different CRM activities like appointments, calls, meetings, tasks, etc. along with multiple filters of Users, Teams, Activities, Facility-equipments, Contacts, etc. The right activity calendar with exclusive features like multiple-language support, mobile compatibility, drag and drop reschedule and many more.

Add any custom activities like Birthdays, Events, etc. and manage them through our calendar 365 with real-time notifications. You can configure your as well as your team members’ calendar according to your business operations and grant access to only necessary actions.

Challenges our Calendar 365 Help Overcome

  • Shared Calendar: By using this Activity Calendar, you and your team members can share their calendar with other team members or superiors as required.
  • Productivity Tracker: Understand your team members and their daily activities by overviewing their daily schedules/activities and their attended activities.
  • Resource Utilization: Easily find the availability of the resources and plan their schedules to utilize their skills and time fully.
  • Duplication Detection: When any two resources collide for a single slot or single resource for different slots, it can be easily identified and resolved accordingly.

Power Features of Activity Calendar

  • Default & Custom Activity Management: All default activities like tasks, appointments, phone calls, service and campaigns as well as custom activity entities can be created and managed using our Dynamics 365 Activity calendar.
  • Drag & Drop to Reschedule: Easily create, assign, or re-assign activities through hassle-free drag and drop functionality.
  • Reminder Notifications: Get timely reminder of the activities through notification as well as email before the start of the activity.
  • Multiple Views Formats: View all the activities in multiple view formats including Gantt view, Timeline view, Top Down view, and Agenda view.
  • List View with Actions: View list of activities in a grid format and perform actions such as copy, export to CSV-excel-pdf and print activities.
  • Quick Operations: Quick operations such as Update event, Copy event, Re-assign event, Mark activity as complete, Convert to case, Convert to lead, and Convert to opportunity can be performed with a single click right from the calendar.
  • Calendar for customers: Manage calendar with specific activities related to customers, opportunities, leads, cases, quotes, sales orders, and invoices.

To know more about how our Dynamics 365 Activity Calendar, contact us with your requirements and our Dynamics 365 Experts will approach you in no time with a perfect-fit solution for you.

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