The first thing you learn in a school of business is time management. As an entrepreneur, you have to run a lot of errands, in addition to balancing personal and professional life.
Sometimes, maintaining this balance while keeping up with the appointments and plans may hamper your ability to achieve high profits or productivity.
You might even miss out on informing your team about an upcoming meeting or so.
Keeping up with this balance can be challenging. However, a Dynamics 365 calendar extension can ease up your work to a great extent.
By helping you manage your time, schedule meetings, and plan staff routine, the Microsoft Dynamics CRM calendar optimizes your time, giving you time to breathe and get things done.
Want to know how Enterprise Appointment Scheduling Software can benefit your business? Keep reading to know more!
Benefits of an Enterprise Appointment Scheduling Software
Suppose you have a popular salon or spa business. With growing customers, management can get difficult. In such a scenario, the beneficial option would be to book appointments instead of trying to attend to ten at a time.
Let see how Microsoft Dynamics CRM calendar can help you out:
Many times, you might have allotted the same time to two or more customers. Alternatively, you may have unknowingly spent your precious time on booking appointments over the phone or manually on your phone calendar.
With Dynamics 365 calendar, you can rest assured that bookings will not take your time, and you will not have to manage different platforms. The calendar extension will directly work with your CRM system, and all the bookings will automatically sync with your CRM database. Besides, you can view the appointments directly from the CRM calendar without updating it manually.
It would be a seamless experience for customers as they can directly book through an integrated appointment scheduling system.
Once you know the number of bookings for the day and its nature, you can plan your routine. The advanced knowledge of the appointments, staff availability, events, and meetings will help you plan more effectively.
The Dynamics CRM customize calendar option allows you to plan your routine directly on the calendar, just like the Google Calendar. The best thing is that the auto-reminder lets you stick with your routine.
Along with the self-routine plan, you need to manage your staff’s routine too. And the Microsoft Dynamics CRM calendar can come in handy at that time.
Like yours, you can allot work to your staff and manage their working hours, break timings, and more. All this can be quickly done from your CRM system. You can create activities and assign customers and resources accordingly. Overall, Dynamics 365 calendar helps you streamline resource management.
How do you update or cancel a booking? You do it manually or, in most cases, create a new entry.
Dynamics 365 calendar lets you create and manage all your customers’ appointments from within the calendar. Along with their appointments, you can even manage every activity related to customers, staff, or business through this feature.
Everyone needs an intuitive and easy to use interface and, most importantly, a configurable dashboard. The requirement of every business individual varies. Where one may prefer to look at the sales, others might want to know about the audience.
Microsoft Dynamics CRM calendar allows you to choose your required entities, modules, and activities. Based on it, you can easily configure your dashboard look. As a salon business owner, bookings are essential. You can track bookings on the dashboard.
Another most important feature of the Dynamics 365 calendar is that it allows saving different calendar view settings. It means the software is not just a boring piece of management. It also allows you to create different views and designs.
Customers can book their appointments. Well, that is a fantastic idea! But what about managing them afterward?
From keeping track of their details to appointments, you need to maintain it well. Moreover, it becomes necessary if you have regular customers or premium members.
An enterprise appointment-scheduling tool makes it easy to record customers’ data and manage their bookings. The admin can easily make any booking changes requested by customers. Admin can also share the changes with the customers and the assigned staff, making it easier for them to prioritize the work.
Just booking an appointment is not enough. Customers should receive push notifications and reminders about the same. If you do not remind them, they might miss the appointment, and it may disturb your business and staff’s schedule.
Or what if you have an appointment with another business/vendor? No reminder results in a missed appointment.
Thus, it is advantageous to have Dynamics 365 calendar. It updates you about your routine and activity of the day. It ensures that reminders are set as per your preferences that include on-screen or on email.
Multiple Language Support
Though the appointment is a simple action, customers prefer to experience the digital wave in their native language. After all, it may include payment transactions and other relevant data.
Thus, it would help if you integrate the Microsoft Dynamics CRM calendar. With it around, you can manage and perform actions in your preferred language. Multiple language support makes it easy to use without any ambiguity.
An enterprise appointment scheduling is the first step towards a customer-centric business approach. By automating all the tasks and management process, it ensures that the business meets its sales objectives.
The cherry on the cake is the addition of extensions like Dynamics 365 calendar that makes appointment scheduling a comfortable victory. With mobile compatibility and cloud access, you can seamlessly manage the data from anywhere, anytime.