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Have you missed out on opportunities because you could not guide your sales agents on time? Maintaining communication with the on-field team is the hardest part of field operation management. The sales agents often have to juggle between multiple apps for different things like instant messaging and document sharing. But if the mobile app of the geolocation mapping tool has a live chat feature, it would become much easy for the managers and on-field agents to connect instantly. Sounds exciting, isn’t it? So, let’s explore how the new Live Chat feature benefits Dynamics 365 map users. 1. Instant Query ResolutionIf the sales agents can find the Live Chat feature in the mobile app of the mapping tool, communicating with peers would become much easier. With Live Chat, on-field agents no longer have to wait or rely on emails or phone calls to seek guidance or resolve queries. They can now directly connect with managers in real time. This will bring rapid resolution to the query. Whether it’s a complex task, a technical challenge, or a customer query, Live Chat empowers agents to receive instant support. On the other hand, if managers have any updates that they want their sales agent to know before they start the meeting, they can instantly do it with live chat. 2. Document and Image SharingManagers might want to share some important documents that they just received to the sales agent before they head for the meeting. Or the agents would want to share the documents with managers after the meeting is over so that they can plan things ahead. Whatever the scenario is, Live Chat makes it easy for you to share important documents and images with your peers. 3. Enhanced Efficiency and Productivity:The Live Chat feature significantly enhances efficiency and productivity across field operations. Agents no longer need to interrupt their workflow or waste time searching for information or solutions independently. Instead, they can instantly connect with managers, reducing downtime and improving decision-making capabilities. Thus, as the sales agents get instant resolution, they can quickly move on to their next task without wasting any more time. ConclusionHence, the Live Chat feature can revolutionize field service management by enabling seamless communication and collaboration between on-field agents and managers. The instant query resolution, real-time insights, and streamlined information sharing offered by Live Chat enhance the productivity of your field agents. This feature can help your teams achieve better outcomes in today’s dynamic and competitive business environment. All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/live-chat-mappyfield/ Having a clear visualization of the resource’s schedule plays a huge role in planning conflict-free, smooth schedules. It is very much possible with Calendar 365. Calendar 365 is a powerful productivity-driven tool that helps you in managing your default and custom activities. Managers can have clear visibility of available resources, the activities assigned to them, automate appointment booking, etc. Let’s find out how Calendar 365 can help in viewing other users’ calendars to plan better. Clear Visualization of Resource AvailabilityCalendar 365 is a powerful calendar to manage the resource to visualize the schedules of their team members, managers, or colleagues. With a resource calendar, you can easily identify when someone is occupied, the type of activity they are engaged in, and the duration of their commitments. This clear visualization ensures that you have a comprehensive understanding of each team member’s availability before scheduling an appointment. Multiple Calendar Views for Enhanced VisualizationDynamics 365 calendar offers a range of intuitive views, including Top Down, Gantt, Timeline, and Agenda views. Each view provides a unique perspective and allows you to tailor the visualization according to your specific needs.
It does not require multiple clicks and complex flow to view one type of activity at a time. This centralized approach of Calendar 365 ensures that all the default and custom activities are available in one place. Conflict ManagementOne of the standout features of Calendar 365 is its ability to handle conflicts efficiently. When attempting to book an appointment with a team member who is already occupied, you receive a warning message that the invitee is already occupied. This prompt enables you to quickly identify conflicting appointments and make adjustments accordingly. By avoiding double bookings and overlapping schedules, you can minimize disruptions in your daily operations. ConclusionCalendar 365 provides a robust and intuitive solution for effective calendar management. With it, you get:
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/sharable-calendar-appointment-booking/ Managing appointments without missing out on any or having a collision-free schedule is a task in itself. If you want to make the most out of your time or deliver the best experience to the customers approaching your business, a centralized system is a must. In this case, it is Dynamics 365 CRM. When customers (non-CRM users) book appointments, their appointment information gets reflected to the Dynamics 365 CRM. This is possible because of Calendar 365. In this blog post, we will explore how you can seamlessly share your availability with customers via a booking link, let them book their preferred time slot and the synchronization of all this data to Dynamics CRM and Calendar 365. Generate Meeting LinkIf you want your customers to have a smooth appointment booking experience while avoiding the back and forth of emails, Dynamics 365 calendar has the perfect solution for you. For that, you can generate a meeting link with Calendar 365. To do so, you and your team have to:
The interface is easy to use, and it navigates customers through the process without making them feel lost. Such interactive and user-centric UI elevates their experience of interacting with you. As the customers click on the personalized link that you have shared, it will directly take them to the booking page. External Booking:External users/customers, be they clients, partners, or prospects, can click on the provided meeting link, which redirects them to a dedicated booking page. This interface shows the available appointment slots based on your availability. Customers can then select their desired time slot, enter their personal details, and confirm the booking. Hence, automated appointment booking is a good way to expand your business reach and store the data for future reference. Sync with Dynamics CRMThe data of non-CRM users is stored in Dynamics 365 CRM via Calendar 365. Thus, you can keep track of appointments booked via the booking link. You can sync it to resource and customer calendar to have a more elaborate view of activity status, resources allocated, time spent on all the activities so far, and much more. Thus, you don’t have to navigate to multiple places to view one piece of information. You can find it all in Calendar 365. ConclusionAllowing external users/customers to book appointments through a shared meeting link and seamlessly syncing the data back into Calendar 365 and then into Dynamics 365 can significantly streamline your appointment management process. Calendar 365 can help your business enhance customer satisfaction, improve productivity, and ensure accurate record-keeping. So, embrace the power of technology and optimize your scheduling workflow today with Calendar 365. All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/automate-appointment-booking-external-users/ Ahmedabad, 3rd July 2023 – AppJetty, a leading software products company, is thrilled to announce its partnership with TEX-IT, a dynamic IT company specialising in Microsoft 365 solutions and implementations. This collaboration marks the strengths of both companies to deliver enhanced services and products to customers seeking seamless integration of Microsoft’s solutions. TEX-IT’s expertise lies in setting up, maintaining, and securing Microsoft 365 environments. With their no-nonsense approach, ready-to-use delivery, and easy communication, they have established themselves as a trusted Microsoft implementation partner. By joining forces with TEX-IT, AppJetty aims to further amplify the value provided to customers and empower them with their tailor-made solutions that meet customers’ unique business requirements. Tex Grit, Owner of TEX-IT, said, “From the moment we engaged Biztech, it was evident that their collaboration was built on trust, innovation, and a shared commitment to customer success. With our combined expertise and deep understanding of Dynamics 365, we are able to deliver tailored solutions that meet the business requirements of our customers. This partnership has truly elevated our digital transformation journey and positioned us for continued success in the ever-evolving business landscape.” “We are excited to partner with TEX-IT and combine our expertise to bring innovative solutions to the Microsoft 365 ecosystem. This collaboration allows us to offer tailored products and services that meet the evolving needs of businesses,” said Maulik Shah, CEO at AppJetty. As AppJetty and TEX-IT move forward with their partnership, they are committed to jointly driving innovation, simplifying Microsoft 365 implementations, and ensuring customer satisfaction remains at the forefront of their collaboration. The partnership between AppJetty and TEX-IT is built upon shared values of trust, innovation, and a commitment to customer success. This collaboration will enable businesses to leverage AppJetty’s cutting-edge solutions alongside TEX-IT’s Dynamics services opportunities. About TEX-IT: TEX-IT is a young and dynamic IT company that believes in Microsoft’s information systems. The company specializes in setting up, maintaining, and securing Microsoft 365 environments. TEX-IT offers a no-nonsense approach, ready-to-use delivery, and easy communication to ensure customer satisfaction and success. About AppJetty: AppJetty is a leading software products company specializing in apps, extensions, and plugins for various technology platforms. With a focus on creating innovative and feature-rich solutions, AppJetty has earned a reputation for delivering exceptional products and services to customers worldwide. All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/appjetty-texit-dynamics-partnership/ Ahmedabad, 26th June 2023 – AppJetty, a leading technology solutions provider, is thrilled to announce its partnership with Leaders Zone, one of the top suppliers of information technology and IT solutions in Saudi Arabia and the Middle East. The partnership between AppJetty and Leaders Zone is driven by a shared vision to empower businesses by providing exceptional Dynamics CRM solutions. This partnership will fulfill the requirements of Leaders Zones Dynamics CRM customers with AppJetty’s Dynamics services and products. “We are excited to join forces with Leaders Zone and combine our expertise to deliver exceptional Dynamics CRM solutions to businesses,” said Maulik Shah, CEO at Biztech. “This partnership will enable us to support businesses in their digital transformation journey by providing cutting-edge technology solutions that drive efficiency, productivity, and customer satisfaction.” Mohamed Samir, CEO of Leaders Zone, said, “With our comprehensive Microsoft ERP solutions, which include Dynamics 365 Finance and Operations integrated with Dynamics 365 CRM, businesses can modernize their business processes, adopt intelligent automation, provide real-time performance insights, connect the enterprise, and more—all of which will hasten the effects of the digital transformation.” The collaboration between AppJetty and Leaders Zone represents a significant milestone in their shared commitment to delivering high-quality technology solutions to businesses. By combining their respective strengths and expertise, the two companies are well-positioned to support businesses on their digital transformation journey and help them achieve their goals. About AppJetty: AppJetty, a Biztech venture, is a technology solutions provider that offers a wide range of products and services for different technology platforms to empower businesses worldwide. With a focus on delivering user-friendly and feature-rich solutions, AppJetty helps businesses streamline their operations, enhance customer experiences, and achieve sustainable growth. For more information, visit www.appjetty.com. About Leaders Zone: Leaders Zone is a leading supplier of information technology and IT solutions. As a Microsoft Certified Partner, Leaders Zone specializes in implementing and supporting Microsoft Dynamics 365 business technology solutions, enabling businesses to accelerate their digital transformation journey. For more information, visit www.leaderszone.co. All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/appjetty-leaderszone-dynamics-partnership Ahmedabad, 23rd June 2023 – AppJetty, a leading provider of software products and solutions, is pleased to announce its partnership with novaCapta, a prominent IT consultancy and implementation firm specializing in Microsoft Dynamics solutions. This strategic collaboration aims to deliver advanced Dynamics solutions and services to medium-sized and large companies, empowering them to achieve greater success in their operations. novaCapta has built a strong reputation with its expertise in consulting and implementing digital solutions that drive customer success and efficiency. As part of the partnership, AppJetty will serve as a Dynamics partner, leveraging its extensive portfolio of Dynamics solutions to offer the best solution to customers. “With Biztech, we have a trusted partner at our side, with whom we are happy to cooperate. Helpfulness and qualitative cooperation characterize our partnership,” said Nico Lahier, MS Dynamics Consultant at novaCapta. “We are excited to join forces with novaCapta and embark on this partnership,” said Maulik Shah, CEO at Biztech, “Together, we aim to provide our customers with unparalleled solutions that leverage the power of Microsoft Dynamics. This collaboration commits to delivering high-quality products and services that drive business growth and success.” The collaboration between AppJetty and novaCapta opens up a range of Dynamics services opportunities, enabling both companies to deliver comprehensive solutions to their clients. Combining AppJetty’s technical expertise and innovative products with novaCapta’s vast experience and deep knowledge of the Microsoft environment, the partnership is expected to deliver exceptional results for businesses seeking Dynamics solutions. About novaCapta: novaCapta is an IT consultancy and implementation firm that delivers digital solutions within the Microsoft environment. As a trusted partner for medium and enterprise companies, novaCapta provides comprehensive consulting, implementation, and support services that enable organizations to maximize efficiency, productivity, & growth. About AppJetty: AppJetty, a Biztech venture, is a leading software products and solutions provider specializing in ecommerce extensions, CRM extensions, and mobile app development. With a robust portfolio of innovative products, AppJetty serves diverse industries and businesses of all sizes. The company is known for its quality offerings, exceptional customer support, and commitment to delivering value-driven solutions. All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/appjetty-novacapta-dynamics-partnership/ [Ahmedabad, 21st June, 2023] - AppJetty and Decidem are pleased to announce that they have partnered to combine AppJetty’s powerful business & technology solution with Decidem’s specialization in executive services, audit, and strategic planning. This collaboration aims to leverage the expertise of both companies to enhance the Dynamics product line offered by AppJetty. Decidem is known for its exceptional services, and high-quality solutions that help customers optimize their resources and achieve significant economic gains. Decidem's commitment to provide executives with superior information system structure, and tools, aligns perfectly with AppJetty's mission of delivering cutting-edge Dynamics products and services. "The collaboration between us and Biztech’s teams has been excellent. We feel like the ability to be able to help our customers in having better information system structure and tools," said Philippe Guy, founder of Decidem. With Decidem's deep industry knowledge and expertise, AppJetty can now expand its reach and provide an even broader range of solutions to its customers. Maulik Shah, CEO of Biztech, said, "We are thrilled to partner with Decidem. Their extensive experience in finance management and information system will help us enhance Dynamics' offerings to new audiences. This collaboration will empower us to deliver exceptional products and services, and strengthen our position in the market." The partnership between AppJetty and Decidem is set to bring to the table a wealth of expertise, industry-leading solutions, and unrivaled customer support. Together, the two companies are committed to delivering cutting-edge Dynamics products and services, ensuring that businesses can optimize their operations and drive success. About AppJetty: AppJetty, a Biztech venture, is a leading software solutions provider specializing in a wide range of business software products for different technology platforms. They offer ready-to-use solutions and custom services for Dynamics 365 CE, SugarCRM, SuiteCRM, Magento, and Shopify, to name a few. For more information about AppJetty and its Dynamics products and services, please visit www.appjetty.com. About Decidem: Decidem is a trusted company providing executive services, audit, and strategy planning. With a strong emphasis on information system architectures, Decidem assists organizations in optimizing resources and achieving substantial economic gains. To learn more about Decidem and its executive services, audit, and strategic planning solutions, please visit http://www.decidem.fr. This Article is originally published on: https://www.appjetty.com/blog/appjetty-decidem-dynamics-partnership/ Optimizing operations and providing exceptional customer experience is the way to stay in the heart of your customers, or they might not think twice before switching. With the increasing influence of mobile devices, having a mobile app has become essential for businesses to stay competitive in the market. Magento, a leading e-commerce platform, is used by many businesses. Mobile app builders like MageMob are the best solution for businesses to streamline their operations and provide a seamless shopping experience to their customers. MageMob is affordable and the fastest way to build a fully functional, feature-rich mobile application. Let’s discuss the features and benefits of Magento 2 Mobile App Builder and explore how it can revolutionize your business. Understanding the Importance of Mobile Apps in E-commerce
MageMob is a Magento Mobile App Builder, a feature-rich extension that allows businesses to create fully customized mobile apps for their Magento-based e-commerce stores. It provides seamless integration between the app and the Magento store, enabling businesses to manage both platforms effortlessly. Using MageMob, it is possible to develop an Android and iOS app within two days, the fastest and the most affordable way to develop mobile apps. Key Features of MageMobCustomizable App Design Magento Mobile App Builder offers a range of design templates and customization options, allowing businesses to create visually appealing apps that align with their brand identity. Seamless Integration with Magento Store The App Builder ensures real-time synchronization between the mobile app and the Magento store, enabling businesses to manage inventory, product catalogs, and customer data efficiently. Push Notification Businesses can send push notifications to app users, notifying them about new products, promotions, and order updates. Real-time updates ensure customers stay informed and think of your app when they need something. Personalized User Experience The app builder incorporates advanced personalization features, such as personalized recommendations, that enhance customers’ overall shopping experience. Secure Payment Gateways Magento Mobile App Builder supports secure and convenient payment options, allowing customers to make transactions confidently. Businesses can integrate the payment gateways that they use. Social Media Integration Integrating popular social media platforms enables businesses to expand their reach and attract new customers. It is a must-have feature to look for in a mobile app builder. Streamline Operations with MageMob Inventory Management and Order Processing MageMob streamlines inventory management by providing real-time synchronization with the Magento store. This means the stock levels are accurately reflected in the app to prevent overselling. Businesses can efficiently process orders directly from the app, improving operational efficiency. Simplified Catalog Management With the App Builder, businesses can easily update and manage their product catalogs, like adding new products, modifying prices, updating product descriptions, etc. These changes are instantly reflected in the mobile app, ensuring customers always have access to the latest offerings. Efficient Customer Support and Communication MageMob offers built-in customer support features, such as live chat and support tickets, to provide prompt customer assistance. It helps the support team address customer queries, resolve issues, and enhance customer satisfaction. Enhancing Customer Experience with MageMob Mobile-Friendly Interface and Navigation The App Builder ensures a mobile-friendly interface with intuitive navigation, making it easy for customers to browse products, access categories, and search for specific items. MageMob’s well-designed and responsive interface enhances the overall user experience. Easy Checkout Process The App Builder simplifies the checkout process, allowing customers to complete their purchases quickly and effortlessly. Integration with secure payment gateways ensures a smooth and secure transaction experience. One-page checkout helps minimize cart abandonment rates. Loyalty Programs and Rewards By integrating loyalty programs and rewards into the mobile app, businesses can make repeat purchases. Moreover, exclusive discounts, referral programs, and points-based rewards encourage customer loyalty, driving long-term growth for businesses. Conclusion Mobile apps have become crucial for businesses to thrive in the competitive e-commerce market. MageMob offers a comprehensive solution that streamlines operations and enhances customer experience. By leveraging the key features and functionalities of Magento 2 Mobile App Builder, businesses can create customized mobile apps, streamline inventory and order management, provide personalized user experiences, and increase customer loyalty and sales. For more information, connect with our team for more information. Book your demo All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/magento-mobile-app-builder/ Marketing and Sales teams work hand in hand to achieve targets. Tracking incoming leads, conversions, sales numbers, client conversations, etc., are some of the most important factors for any business, especially the heart and soul of the Marketing and Sales Team. As technology has advanced, businesses have started investing in tools that add more to the technology they already use. For example, CRM is something that businesses use to store and analyze customer data. But when analyzing team productivity or visualizing data, CRM has lengthy and time-consuming processes. However, you will find out how this complexity can be eliminated with one single click later in the blog. As we know, location details of a client are crucial. Location details play an important role in presenting a product/service or connecting with the client. This data is not just latitude and longitude but a storehouse of information. Marketing people will highly relate to this tweet! There is a lot marketers can do with data, like analyzing campaign performance across regions and countries. Marketers can use location data to see what campaigns work well in different areas and learn more about the engaged audience, like from where they belong, etc. This can help them make important short-term and long-term decisions. MappyField 365, which is a mapping tool for Microsoft Dynamics 365 CRM users, can help you plot the location data. This is not it. There is a lot this tool can do for your Marketing and Sales team. So, let’s get started. For example, ACX is a Pharmaceutical company, that uses Microsoft Dynamics 365 CRM and has integrated MappyField 365 with it. This blog explains how MappyField 365 helps their Marketing and Sales Team to overcome challenges. Problem Statement: Before integrating MappyField 365, Carol, the head of Marketing for ACX Pharma often complained it was getting hard for her to analyze the leads as the company started attracting more eyes, and the number of leads eventually increased. It became difficult for her to find which data is important or relevant for her next action. She felt lost and required better analysis and visualization to run her next campaign. She would manually analyze leads in CRM, create a marketing list based on that analysis, and share it with the Sales team. She was not happy with the outcome as she was missing the visualization of regions that were attracting more leads and which region could be their next gold mine. Carol knew the power of location intelligence and how it can help convert location from a challenge to a competitive advantage. She integrated MappyField 365 with their Microsoft Dynamics 365 CRM. She started using MappyField 365 to leverage location-based data by geographically plotting relationships, trends, dependencies, and patterns on a map. So, basically, Dynamics 365 map turned the data into powerful information which holds the potential to solve her problems. Carol and team often plan campaigns based on customer revenue or divide the contacts by doctors and pharmacists, or by the specialization of the doctor, etc. But before MappyField 365, they were facing challenges while documenting or visualizing the data. They often find difficulty in finding answers for these questions:
Once she was ready with the target audience, she filtered the contacts she wanted and created a marketing list out of it. It had a list of contacts that needed to be approached as a part of their campaign. Carol assigned the marketing list ‘Regional Marketing List 01 – USA’, to Olivia, Sales Manager at ACX Pharmacy. She explained the agenda behind targeting those contacts. Olivia opened the marketing list and plotted all the contacts in the marketing lists on the map. The reason for plotting the marketing list on the map for Olivia was totally different from Carol’s. MappyField 365 gave Olivia the visualization of how many contacts were in which territory, how many sales field agents would be required to cover the marketing list, and so on. Once the sales manager had analyzed all the aspects, she would assign those contacts to different sales agents. Suppose the marketing list was of 200 contacts, and Olivia had assigned 10 contacts to each of 20 sales agents in her team. Map enhanced visualization and made it easy for Olivia to assign contacts to sales agents one by one or by territory/region/drawing/etc. Once it was done, she could view all the accounts assigned to any user (sales agent) at any time. She then created routes for the sales agents by selecting the start and end locations. The route could be shared with respective agents so that they could carry out their day. The route optimization feature used location information to map the best route to meet the clients. MappyField 365 saved sales agents’ time as they didn’t have to spend hours on Google Maps to try different routes. It helped with traffic patterns, speed limits, meeting time and length, finding gas stations, and more. Better routing options not only saved their time but also saved sales agents from getting frustrated waiting for hours stuck in traffic. Agents were able to offer better customer service by responding to urgent requirements on time. The company saved on commute costs as fuel consumption was reduced because more time was spent selling and less traveling. Sales agents could use the Dynamics 365 mobile app to view the route and the contacts assigned to them. But this app had limitations. Olivia was unable to track her teams as it lacked advanced features like live tracking and automatic check-in/out. But MappyField 365 had a solution for that as well. Olivia started creating daily schedules for her sales agents on MappyField 365. She created a route connecting all the locations they had to visit in a day and shared it with the respective field agents. This feature is called a Visit Planner, where managers create and assign schedules to their team members. Before using MappyField’s mobile app, the agents often forgot to check in, note the start time of the meeting or check-out time of the meeting. Thus, it became difficult for them to prove that they had attended the meeting. But with live tracking, auto check-in, and check-out features meeting tracking wasn’t an isssue. The app was tracking the live location of the field agent. When the field agent enabled live tracking, the app helped them check in and check out (automatically, whenever they were within the radius of the customer location or when they left the customer location), kept track of the number of customers visited and the total time spent in meeting & traveling. All these meeting timings were noted in MappyField 365 and visible to Olivia as well. Moreover, the agents added meeting notes so that Olivia could see them in real-time. The MappyField 365 mobile app made resource productivity tracking a lot easier for managers. Managers had all the answers to the questions below because of MappyField!
So, that’s how Carol and Olivia used and use MappyField 365 daily! They have observed that they were able to work smartly and their strategies were bringing desired results. Their agents were working without any worries as they had optimized routes to navigate through the whole day. Agents also had access to some other amazing features like POI, proximity search, and more. Moreover, all of these were available in the language of their choice. MappyField 365 ensures that language was never a barrier to utilizing it to its fullest. As a business ACX Pharmacy was able to:
Contact our team at [email protected], or simply click on the button below for a live demo to know MappyField 365 works. Book a Demo All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/mappyfield-sales-marketing/ How do you keep track of impending meetings, tasks, deadlines, or any kind of activities happening on different projects? Having multiple calendars to manage different activities is chaotic. And that is why you need a calendar that has features for project management as well. A project management calendar can help in planning and organizing projects. It becomes easier to keep track of the timeline of the project. Let me give you a glimpse into why you should use a calendar for Project Management:
Calendar 365 is an online appointment scheduling and activity management tool. Along with appointment scheduling, you can manage your resources and activities from Calendar 365. Calendar 365 fulfils all that is required for project management. It has three types of calendars, namely Resource Calendar, Customer Calendar, and Entity Calendar. For project management, you can use Resource and Entity Calendar. Let’s find out how. Entity Calendar for Project ManagementEntity Calendar allows you to visualize any entity on Calendar. So, all the projects in Microsoft Dynamics 365 CRM can be seen on the Calendar. Not only projects but all the activities related to the respective projects can be seen in the image. The images show a list of project entities and the ongoing activities in respective projects. For more details about the activity, you simply hover over it, and it will show detailed information about the type of activity, start and end date, task owner, priority, assigned resource name, and more. Let’s discuss the above calendar view in detail. As you can see, the activities are easy to visualize. Here are some factors considered to improve your visualization power.
2. Color Coding You can color code tasks based on their priority. For example, you can keep red color for high-priority tasks, green for normal priority tasks, and yellow for low-priority tasks. You are free to choose the color of your choice. Colors help you differentiate tasks easily without clicking on them for more information. 3. View Day, Week, Month wise Whether you want to see the list of activities for today, for two days, a week, or a month, Calendar 365 has it all. So if you are planning to see what all activities are planned for this week, it becomes easy to see them in one place. 4. Task Status While visualizing the tasks on the calendar, you might just want to know the open/ongoing tasks. So Calendar 365 gives you filters like Open, Canceled, Completed, and Scheduled. You can choose according to your need or select all to know all the tasks created so far for that particular project. Resource Calendar for Project Management The other way to manage project tasks is with Resource Calendar. Calendar 365 lets you visualize which resource is associated with which task. And here is how the Resource Calendar looks. You can see which resource is associated with which task. Filter resources by user name, teams, business units, or any entity you use in your CRM. Select the name of the user, team, or business unit. Most users prefer the Gantt view, but Calendar 365 allows you to use a view of your choice from Gantt, Agenda, Top Down, and Timeline views. The next in line is the list of different activities like tasks, appointments, phone calls, leave, birthdays, etc. Select one, two, or all to see the activities your selected resource is indulged in. Moreover, all the activities are color coded so that it is easy to visualize. As you can see, all the greens are birthdays and leaves. Colors help in differentiating the activity when you are visualizing multiple at the same time. Like Entity Calendar, Resource Calendar also lets you filter task status. So, if you want to know all the tasks that John William has completed so far, you can do it with a few clicks. Similarly, you get the task priority filter. If you want to see only the high-priority tasks completed by John William in the selected time period, you have it all on Calendar 365. For more details about the tasks or any activity plotted on calendar, you can hover over it for more details. That is how you can use Calendar 365 for project management. To know more about it, you can book a demo with us and enroll for a free trial to have hands-on experience. It will help you understand how it streamlines schedules and works as a productivity booster for the team. Book Your Demo All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. This Article is originally published on: https://www.appjetty.com/blog/calendar365-project-management-d365/ |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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