Dscover the power of the Entity Calendar feature of Calendar 365 for Dynamics 365 CRM. See how it simplifies managing leads, tracking support cases, or booking rooms, enhancing visibility, improving decision-making, and boosting productivity.
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty
Calendar makes it easy to track project progress and ongoing activities on those projects, especially when integrated with the calendar. Calendar 365 plugin lets you schedule appointments and manage projects from within the Dynamics 365 CRM. Find out more in this article.
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Dynamics 365 Calendar is an all-inclusive scheduling tool for IT companies that want to boost their business, facilitate team collaborations, and manage projects!
Maximizing Marketing and Sales Efficiency with Dynamics 365 Calendar.pdfAppJetty
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Guide to better Project Management from SeveraSevera PSA
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AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty
Calendar makes it easy to track project progress and ongoing activities on those projects, especially when integrated with the calendar. Calendar 365 plugin lets you schedule appointments and manage projects from within the Dynamics 365 CRM. Find out more in this article.
Dynamics 365 Calendar for IT Companies_ An Affordable Tool for Better Busines...AppJetty
Dynamics 365 Calendar is an all-inclusive scheduling tool for IT companies that want to boost their business, facilitate team collaborations, and manage projects!
Maximizing Marketing and Sales Efficiency with Dynamics 365 Calendar.pdfAppJetty
Maximize marketing and sales efficiency with Dynamics 365 Calendar. Streamline scheduling, optimize resource allocation, and boost productivity. Learn how this powerful tool can transform your business operations.
Guide to better Project Management from SeveraSevera PSA
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Dashboards are very Important for any organization to know the real-time data on the process,
management, and flow of the business. The dashboard also provides a quick snapshot of the
data in the form of a list, chart, or graphs that can be quickly analyzed to provide better business
reports. Dashboards in CRM help the organization to understand the overall performance on a
real-time basis by consolidating the data and giving the result which would be faster and with
accurate analytics.
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
This presentation provides the highlights of the new functionality of Dynamics CRM 2013.
5 ways project management can optimize your freelancing businessSameerShaik43
Freelancing has dramatically risen in popularity over the last few years. The freedom to make your schedule, the freedom to choose your clients, the freedom to control your workload are just some of the benefits going freelance offers. However, with that freedom comes the caveat that you bear all the responsibility in running your business.
https://www.tycoonstory.com/resource/5-ways-project-management-can-optimize-your-freelancing-business/
This eGuide provides you and your insurance agency the resources needed to better understand your accounting system and consider new ways to make it run more efficiently and effectively.
Topics covered include:
-Cash vs accrual accounting
-Switching to a new accounting system
-Integrated accounting
-Tracking commission
Built on MicrosoftDynamics provides single powerful multi-legislation, multi-language and multicurrency system for the NGO enterprise all within a single system.
Why Do We Need Workforce Management Solutions to Grow?DeskTrack
If you run a customer service-oriented business. You're fully aware that there's a big difference between when your team is performing well and when they aren't. With the right workforce management tools, you can make the most of your employees' time and abilities.
Here on bitcointalk.org the pleasure of having sex with an attractive girl couldn't be more enjoyable when you have a sexy girl in bed. This guy gets horny by the time he came in the middle of his ...
Operational CRM lets you oversee processes and streamline operations to its right end. Analytical CRM assimilates data and form insights , which is better
Obtain ideas for the best ERP tools in an ERP system.pdfJose thomas
Axolon ERP solutions Dubai has become an important element of enterprise resource management because it reduces employee workload while increasing productivity. Workflow is a process that has been designed to make each and every business task faster and more efficient.
Why Integrate the Dynamics 365 Map in Your Manufacturing Firm’s CRM_.pdfAppJetty
Integrating the Dynamics 365 Map into your CRM can quickly transform your manufacturing business. Read more about the mapping tool and how its use can benefit you!
Maximizing Team Efficiency_ Streamlining Task Assignments with Dynamics 365 C...AppJetty
Elevate team efficiency by streamlining task assignments with Dynamics 365 Calendar. Discover how to optimize scheduling, enhance collaboration, and boost productivity within your organization.
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Dashboards are very Important for any organization to know the real-time data on the process,
management, and flow of the business. The dashboard also provides a quick snapshot of the
data in the form of a list, chart, or graphs that can be quickly analyzed to provide better business
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real-time basis by consolidating the data and giving the result which would be faster and with
accurate analytics.
With an entirely new user experience, Microsoft Dynamics CRM 2013 allows you to view everything you need in one spot – fast and fluid, and relevant to the work at hand. No pop-ups. No flipping from one application to the next. What you need, where you need it. Get in, get going and get done. So you can focus on what is most important – your customers.
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UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
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Watch this recorded webinar about real-time monitoring of application performance. See how to integrate Apache JMeter, the open-source leader in performance testing, with InfluxDB, the open-source time-series database, and Grafana, the open-source analytics and visualization application.
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Session Overview
-------------------------------------------
During this webinar, we will cover the following topics while demonstrating the integrations of JMeter, InfluxDB and Grafana:
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AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar of Calendar 365.pdf
1. Supercharge Your Dynamics 365 CRM with Entity Calendar
of Calendar 365
Managing entities in an organized manner is crucial for every business. And that is why
businesses use calendars.
Our Calendar 365 was built with such an intention.
It is a comprehensive solution offering not one but three different calendars to streamline
your business operations.
While the Customer Calendar and Resource Calendar are indeed powerful tools in their own
right, in this blog post, we are turning the spotlight to the third member of the trio, the
versatile Entity Calendar.
With the ability to customize it to match your unique requirements, the Entity Calendar
emerges as the go-to tool for businesses striving for efficiency. From tracking leads and
managing cases to coordinating room bookings, Entity Calendar has it all.
appjetty@gmail.com
2. So, let’s get started!
Understanding the Entity Calendar
The Entity Calendar in Dynamics 365 Calendar provides a visual interface where businesses
can choose the entity of their choice, be it leads, cases, or any other entity that matches
their requirements and operational flow.
Entities are depicted as individual blocks on the calendar, each associated with a due date.
The progress of each entity is color-coded to make it easily separable.
For instance, in the case of leads, the statuses could range from ‘New’ and ‘In Progress’ to
‘Follow-Up,’ ‘Won,’ or ‘Lost.’ Cases might be represented with statuses like ‘Open,’ ‘In
Progress,’ ‘Pending,’ ‘Resolved,’ or ‘Closed.’ The beauty of this system is that it allows
businesses to decide which entities they want to visualize and track.
With the Entity Calendar, it becomes straightforward to comprehend the progress and status
of each entity at a glance.
Tracking Leads with the Entity Calendar
Leads in the Entity Calendar are presented as individual blocks, each associated with a
specific due date and unique color which signifies its current status. This feature is a
significant step up from traditional CRMs, where leads are typically listed in a tabular format.
A lead might start as ‘New’, then progress to ‘In Progress’ as your team begins interacting
with the potential customer. It might then move to ‘Follow-Up’ status if the lead requires
further interaction or nurturing. Ultimately, the lead will be marked as ‘Won’ when it
successfully converts into a customer or ‘Lost’ if it does not.
The Entity Calendar’s visual representation of these statuses allows sales teams to instantly
grasp the situation without diving into extensive data. At a glance, you can identify which
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3. leads need immediate attention, which ones are progressing well, and which leads have
unfortunately been lost.
This visual, easy-to-understand tracking system not only improves efficiency but also
enhances decision-making. Sales representatives can prioritize leads based on their status,
ensuring that high-priority leads are attended first. Managers can also get a quick overview
of the team’s performance and make necessary adjustments to the strategy.
Managing Cases with the Entity Calendar
Like leads, cases appear as individual blocks on the Entity Calendar, providing a clear view.
These statuses can range from ‘Open’ to ‘In Progress’, ‘Pending’, ‘Resolved’, or ‘Closed’. This
real-time visual display not only makes it easier for support agents to manage their workload
but also helps maintain timely issue resolution.
The quick overview of the case status is equally beneficial for management. It allows
managers to monitor the performance of their support team, identify challenges, and
implement strategies for improvement.
Entity Calendar in Action
One of the most powerful aspects of the Entity Calendar is its flexibility. It’s not limited to
conventional CRM entities like leads or cases. It can be adapted to virtually any entity that
suits your business needs. To understand this let’s consider an example of how the Entity
Calendar can be used to manage room bookings in an office setting.
➔ Centralized Room Management: In any organization, coordinating the use of
conference rooms can be a logistical challenge. With the Entity Calendar, you can
visualize the CRM entity of your choice. Conference or room bookings can be
visualized on the calendar, with each booking appearing as an individual block. The
details of the booking, including the booking time and the name of the person who
booked the room, can be easily viewed by just hovering over it.
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