We have often heard employees complaining about how hard it is to schedule meetings as some employees are busy with other meetings or on leave. When we do not know other team members’ schedules, finalizing a time that everyone can join is difficult. Especially when working from home, it is hard to communicate such small yet important details.
Integrating with your Dynamics CRM can simplify all these problems. The calendar is sharable, so you have a clear view of your team members’ tasks. Any changes in status and activity are notified to all the respected members with pop-ups and emails.
When employees complete the task assigned to them, they can directly update it on the calendar. The status in CRM will be automatically updated as both are synced. The managers can directly see the status of the tasks assigned to the team from the calendars. There are different ways different industries can use Dynamics calendar. Let’s have a look at them one by one.
Pharma Industry
For the pharma industry, timing plays a major role. Their plants are running 24*7, and any mismanagement in it can be a huge loss for the company. For pharma companies having track of pipelines is an important task. Similarly, managing meetings, conferences, and anything related to the project
are crucial and, at the same time, needs to be done on time. The minor tasks might seem small, but they can hamper your working efficiency or speed at the end of the day. And if you forget something, it can create more issues; someone from a pharma company can easily relate to this.
But if you have a Dynamics 365 calendar, many such tasks can be managed properly. It ensures you miss none of your tasks or get delayed. The calendar will keep you updated and alert you about the upcoming events. The calendar syncs with the CRM seamlessly, so if you make changes in your CRM data, it will instantly reflect. You can set reminders that will send real-time notifications as a pop-on screen and as an email as well. With this calendar, it is easier to filter data based on their starting/ending dates, projects, etc.
When working in big teams, collaboration is the key. You can create a calendar and share it with your team members so that everyone is on the same page. The benefit of sharing a calendar is that everyone with whom the calendar is shared can see the schedules of that respective person. It will be easier to know their availability and what task they are working on. When planning next, you probably do not have to personally ask everyone whether they are free or not; you can see it on the calendar and set the meeting accordingly.
Such features help in having more transparency in what your team members are working on and their productivity. The time spent behind a task can be easily tracked with the calendar. Thus, calendar 365 manages all your tasks so that your workflow will move seamlessly, and you will never miss any tasks, appointments, or important events.
Finance Industry
The finance industry is all about numbers; one mistake can be crucial for the organization. It is important to make decisions timely, or else the results can impact the organization badly. Time management is the key to ensuring everything is on track. If anything requires any immediate action, then any issue can be resolved.
A dynamics 365 calendar can help in managing time and work efficiency. It sends reminders to employees connected through a project about all the updates, meetings, appointments, events, etc. It gets easier to send the financial state of a particular day or time to the team members.
The calendar integrates with the Dynamics CRM, so whenever a task is completed, you do not need to update the status of the activity in both the places CRM and Calendar. Instead, you only have to update the status in the calendar, which will automatically update the task/activity status in the CRM data. Similarly, any changes in the CRM data will be notified, and the change will also be reflected in the calendar details.
The finance industry deals with money, and if you have teams overseas as well, the Dynamics 365 calendar supports multiple languages and currencies. This way, everyone in the team can use the calendar in their comfortable language. You can best use all the features if you understand the language. And this feature of the calendar makes it the best of the rest for the finance industry.
Real Estate Industry
Raw materials required for construction are crucial factors that can affect the balance sheet. Purchasing and ensuring it reaches the construction site on time is important. If the raw materials get delayed, the construction will stop, and it could delay the project. Real Estate deals with the market that varies with the changes in the economy.
For larger construction sites, all the data related to the raw material and their requirements are handled in the CRM. You can use the Dynamics 365 calendar and set reminders on what products need to be purchased at what time. This way, no product will go out of stock, and you will not over-buy them. The status of the raw materials can be updated via calendar so that everyone has track of it. The calendar details can be shared with the engineers on-field. They can also update the status on the calendar. You can also use colors to highlight certain entities.
The managers can share daily, weekly, and monthly calendars to the on-site engineers on what task they have to work on and can also send invites for meetings. The manager will be notified once the on-field employee accepts it. The employees can also apply for leaves from the calendar itself. So, while assigning the task, the managers can see how many employees are available. The calendar has a drag and drops feature to make it quick and less complex. For such an industry where managing onfield from the office is difficult, the Dynamics 365 Calendar works best. It brings more clarity and reduces calls that often lead to miscommunication because of noise on the construction site.
Education Sector
Time is an important pillar of education because if one teacher is late, the whole class has to wait. The ethics that you deliver build the future of society. Most of the education nowadays is online. For many education centers, it was challenging as they were doing it for the first time. To manage all the classes online, time is important. Class schedules can be created with the help of the Dynamics 365 calendar.
Admins can share class schedules with all the teachers by sharing a calendar. The teachers will have more clarity on their tasks and timings. They will be sent reminders beforehand so that they do not miss a class and are present on time. They can set reminders for fees and share them with the students. Also, exam schedules, results, etc., are easy to share with the Dynamics 365 calendar.
The students and teachers can mark their presence on the calendar. They can also apply for leaves from the calendar itself. All this data will be updated in the Dynamics CRM as well. Thus, while making reports for students or doing salaries for the teachers, admins can fetch the details from the CRM and see. They do not have to annually update the details in the CRM. The updates in the calendar mean the data of the CRM is also updated. This ensures that all the data is digitally managed.
IT Industry
The IT industry has different departments working on the same project at different locations. It is important to bring everyone in the team on the same page. So while sharing daily, weekly and monthly tasks, calendar 365 is a game-changer. Managers or top authorities can create a calendar and share it with their team members.
The calendars are easily shareable, and everyone can see everyone’s tasks and meeting schedules. If an employee wants to leave, he can apply from the calendar itself, and the manager can approve the same from the calendar. So, planning a meeting will show the manager who is on leave and whether any employee will be in the meeting during that particular time slot.
Managers can create multiple calendars so that their calendar does not look messy. The calendar is fully customizable, from colors to language; everything can be set according to the users’ preferences. The employees save time from updating task status at multiple places. Calendar manages it all.
Conclusion
The Dynamics 365 calendar works best for all industries using Dynamics 365 CRM. It helps in managing the time and schedules of all the employees. It reduces the constant back and forth between CRM and calendar. It brings in clarity and insights that were earlier missing. Other organizations discussed above can also benefit from calendars to manage time and schedules.
