Activity Calendar for Microsoft CRM is a very useful add-on that allows CRM users across the organization to view their individual activities as well as others to effectively coordinate, cooperate and collaborate for the faster completion of tasks at hand. CRM users can navigate to a particular record entity and click on Activity Calendar to see the list of activities attached to it. Users can in turn drag and drop the activities between dates and timings for easy rescheduling.

All activities such as Appointment, Campaign Activity, Fax, Letter, Phone Call, Service Appointment can be created on the fly using Activity Calendar for any given record entity. The number of activities attached to a record entity can also be viewed on the Activity Calendar. The status of the activities can be tracked through differentiated color coding easily. Activity Calendar helps to eliminate any duplicate efforts associated with a record entity thereby ensuring optimal resource utilization.

Panoramic view of users and their activities
Avoid conflicts and manage resources deftly
Drag and drop activities across dates and timings
Differentiated color coding to track the progress of activities
Relationship either on 1: N relation or N: 1 relation
Day/Week/Month wise Calendar and Timeline Views

MTC is a leading Microsoft Dynamics 365 / CRM global engineering services firm. MTC offers a “right-fit solution” model leveraging its over 50 packaged Dynamics 365 / CRM products, all customizable for you to fit unique needs, with deep CRM and CRM Portal design, development, and life cycle engineering and support for an affordable solution-gap 1-stop resource globally to end-users and Microsoft professionals of all sizes.

Don’t Forget to Register Your Add-on from Within Your Dynamics 365 / CRM Settings

You will receive an email with helpful instruction links after download, a 2nd email confirming “License Activation” is also sent upon product license activation.

Activity Calendar

Видавець: MTC