CRM systems help sales teams manage data and gain actionable insights. Being in sales has its challenges; sellers must enter data manually. In addition, data scattered across disparate systems make it difficult for sales reps to get a clear view of customers, forcing them to work blind. The Dynamics 365 Customer Relationship Management (CRM) system helps sales teams manage customer data, helping management deliver actionable insights.
How can sales teams benefit from Dynamics CRM?
More than 67% of sales managers and professionals see many benefits in choosing CRM or CRM. In addition, a study showed that 65% of sales reps who use Mobile CRM achieve their sales goals, while 75% of those who don’t struggle to achieve their desired goals.
Various Dynamics 365 CRM combination choices
Dynamics means connecting your Dynamics 365 calendar CRM to third-party/internal applications for a seamless workflow experience resulting in increased productivity and fast sales turnover. In addition, by integrating multiple applications into your CRM, your sales force will benefit from better visibility into customer data.
Integration of Dynamics CRM with ERP
Integrating your Dynamics 365 CRM with an ERP system such as Dynamics 365 for Finance and Operations gives your sales team immediate access t data stored in the ERP. This speeds up customer communication,s data accuracy, and sales visibility.
Dynamics CRM and DMS integration
Integrating a document management system like SharePoint with a CRM can benefit teams working with disparate documents. For example, dynamics 365 integration with SharePoint allows quick access t documents stored in SharePoint directly from the CRM.
Integration of Dynamics CRM with Power BI
Power BI reports can combine information from Microsoft Dynamics 365 with data from other systems and use this data to create comprehensive reports and dashboards. Integrate Dynamics 365 with Microsoft Power BI to enhance your CRM reporting capabilities, Dynamics CRM and Email Integration. For example, sales teams should share with prospects and customers and track sales-related email correspondence in the CR. Email integration helps sales teams reduce repetitive manual tasks, use custom email templates, increase productivity and save more time selling.
Integration of Dynamics CRM with Office 365 suites
Integrating your CRM with your office suite can improve data sharing and collaboration. For example, you can easily import data from Excel to Dynamics CRM and export from Dynamics to Excel for further analysis. In addition, Microsoft Teams and Skype can help you streamline internal and external communications, while Microsoft Exchange lets you manage meetings.
Why do you need a calendar plugin?
With a calendar plugin that integrates with Dynamics 365, you don’t have to manage additional tools. Also, it will remove the need to review tasks in two different places. Updating the task status from the Calendar will update it in CRM, and vice versa Calendar tools are everywhere. Still, one of the great benefits of the Dynamic 365 Calendar plugin is to reserve time for tasks, meetings, events, etc. Because Dynamics 365 CRM has your back No need to add data manually, the plugin will get it for you!
Improved meeting scheduling features
Every organizer who tries to find the ideal meeting time for all the guests gets frustrated. They have to reschedule the meeting because someone is busy, Or they should individually text or email all guests asking if they are available. They waited for a solution from all the guests and then decided on the time. As a result, there is more risk of human error. To make this process easier, we’ve included features that can help simplify the planning process.
Another way to simplify the meeting scheduling process is to use a shareable calendar. They can share calendars internally. Therefore, no one who organizes the meeting needs to ask the guests if they are available. Instead, they can view it on the Calendar and adjust meetings accordingly. Another benefit of a shareable calendar is that it makes it easier for managers to keep track of their team’s plans. So if they have something in mind, they can design accordingly.
Additionally, it becomes easier for teams to talk to executives or senior managers who are already busy with many meetings.
External meeting
Most sales teams have to figure out how to schedule meetings with customers and prospects. Your first impression of the company won’t be good if the first meeting isn’t scheduled, especially if you don’t respond to their emails promptly. The Calendar may have a meeting link feature that allows you to add your availability, and the Calendar will only show time slots between those time slots. For meeting duration, you can divide meetings into different types.
Alert message
If you have a process or feature to know the availability of all invitees, you might miss something and schedule a meeting when someone is unavailable. This is when warning messages can help. To avoid this, it would be easier if you had something that immediately told you that the guest was busy with another meeting at some point. So when you book a meeting, you set the desired meeting time. Then you select the guests one by one from the list. If the invitees you selected are already busy with someone’s meeting, a statement will appear that they are unavailable. This way, you will know that the person is not open at any given time. You can adjust the appointment time or ask the person if you can manage it another way. So even after using the other components mentioned above, the warning message will not cause you to miss anything.
Accessible to everyone
Anyone working for your company, onsite or remotely, can easily schedule meetings and send invitations. You will be able to access the meeting calendar using the calendar plugin Employees do not need to use their desktop or laptop computers to book meetings as the plugins aremobile-friendlyy. Smartphones provide access to all calendar functions.
Hassle-free event planning
With Dynamics 365 Calendar, you can get rid of duplicate data entries. You can create and manage your events directly from the calendar screen. A calendar can remind you and your team of upcoming events Plus; your team can stay on top of meetings and plan their schedules accordingly. This reduces your efforts. Let’s say you sent out an important invite earlier but forgot to add a team member. At the last minute,e it can confuse you as you are unsure of their schedule. Then Dynamics Calendar can be your savior. It helps you consider everyone’s schedule when creating and managing events in one place. This means you don’t have to juggle activities in multiple locations.
Real-time reminder
What is a CRM that only stores data? It’s like working on Excel and using different tools to manage meetings and reminders. For example, you can stay informed of appointments with Microsoft Dynamics CRM Calendar. Depending on your preference, you can receive event reminders on screen or via email. With Calendar, you will never miss your schedule and meetings. This will send you an alert directly in the CRM.
No recurring tasks
How often should you reschedule meetings? Unfortunately, you still must go through the planning process from the beginning. You are adding team members, updating the time, and sending invitations to take too long. Instead, Dynamics Calendar saves it with a quick reschedule. It offers easy drag-and-drop functionality to create, assign, or reassign events and meetings. You can change the meeting table to a different date or time with a simple pick-and-place operation. It frees you from repetitive tasks.
To work efficiently
Usually, after completing tasks on a simple schedule, you have to log into your CRM and update it manually. Sometimes, if you have an urgent meeting or task, you may forget to do it, causing inconsistencies. But Dynamics 365 Calendar makes it simple. It is useful to change permissions directly in CR.M This means that when you update a task as complete on your Calendar, it automatically updates the status in CRM. You don’t have to switch between your Calendar and your CRM. For example, you can convert your calendar contacts into leads. It will sync directly to your CRM final thoughts.
Using Entities to Meet Your Needs
Distinct departments within a company have different requirements. For example, your sales team may have different requirements than your development team! This means that the Calendar must be configured differently depending on the user type. Otherwise, it will be useless. The calendar plugin lets you customize the Calendar based on the entities you wish to use. For example, sales teams may have all of the properties of leads and clients, whereas developers can have all the entities they need for development, testing, designing, and so on. You may also save numerous calendars with various entities. As a result, the Calendar is adaptable and can be customized as users desire.
Final Thoughts – Integrating a Calendar Plugin to your Dynamics 365 CRM
Employees are a company’s most valuable asset. Therefore, it’s critical to manage their time and work efficiently. The productivity of a company’s personnel determines its success. If your staff is having difficulty managing their schedules, it is time to take action.
