Make Your Busy Schedule a Productive One with Dynamics Calendar - PowerPoint PPT Presentation

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Make Your Busy Schedule a Productive One with Dynamics Calendar

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Title: Make Your Busy Schedule a Productive One with Dynamics Calendar


1
Make Your Busy Schedule a Productive One with
Dynamics Calendar
Over 25 million meetings happen every day in the
United States alone. This gives us an idea of
how difficult it can be to control a calendar
schedule. Now, between these meetings and 5-feet
long to-do list, sometimes you lose sight of the
important tasks. However, there are little tweaks
like changing your schedule, planning it in
advance, etc. that turns an unorganized, busy
schedule into a productive one. Here is how you
can do it. Plan it It is important to plan your
day to day activities. Like what are the things
you will be doing in the morning or throughout
the day? With a Dynamics calendar, you can get a
view of these things in the form of activities.
However, to plan your activities for the whole
day or week, you can opt for calendar extensions
such as calendar 365. After installing, you can
add an activity and perform further operations
like edit, reschedule, delete, etc. to schedule
your day from the calendar itself as it has all
the CRM data available. These activities could be
a phone call, appointment, email, payment, or
even a birthday. The main advantage is that you
become more focused on priority tasks in your
schedule and pay less attention to unimportant
things.
2
Pro tip Keep some buffer time in cases of
impromptu meetings. Also, make sure to add
activities for the travel time as well if you are
going to meet a client.
Share the master calendar It might sound like a
lot, but this calendar contains all the details
of your schedule including meetings, calls, and
everything else. This prevents scheduling
conflicts. For example, you can share your
master calendar with your team members or
assistant so that they know your available slots
before committing to a new request. With Dynamics
calendar, they can directly assign you the
activities.
Use colors
Color-coding your activities can help you
prioritize all the activities you put in the
calendar. For example, marking urgent activities
red-colored. This gives you a quick overview of
whats going on and helps you decide on the
tasks that need your attention first. Find
ideal view Apart from daily, weekly, and monthly
views, there are many calendar views available
that provide all the information you need in an
ideal view. In Calendar 365, there are four views
provided
3
  • Top-Down View
  • Gantt View
  • Timeline View
  • Agenda View
  • - Top-Down View It provides you with a Top-Down
    view of the calendar. You can view daily
    activities with the members names on the
    horizontal axis, time on the vertical axis, and a
    plain view of activities. Members can be
    user/team, account, contact or facilities/equipmen
    t depending on the selection.

- Gantt View It is to view activities scheduled
for a specific day/time. It is a horizontal bar
chart that visually represents an activity or
task with the start and end dates.
4
- Timeline View It provides a simple sequential
overview of the calendar by days and Users/Teams
Facility/Equipment in Resource Calendar and
Accounts Contacts in Customer Calendar.
- Agenda View It provides a sequential list view
with grouping options for resources like
accounts, contacts, facilities/equipment or
users/teams or by date as per your requirement.
5
Create Multiple Calendars
Different views of the same calendar could be
helpful when managing multiple things at the
same time. For example, a separate view of
customers and resource calendar would help you
manage things in an organized way. With the
separate resource calendar, it will get easier
to check the availabilities of the allocated
resource. In the same way, managing your
customers or employees in a separate calendar
will help you manage activities relating to them
in an effective way.
Some extra tips to fuel your productivity Audit
your schedule You will never know what was wrong
if you never looked back. Keep track of your
time. In this way, the next month you can
consciously manage your hours for the tasks which
give you maximum returns. It will prevent
overestimation and helps you set your goals
specifically. Notifications One of the best
features of Dynamics 365 calendar view. It helps
you to stay on top of your deadlines. However,
it is equally important to manage them on a
micro-level. For example, avoid getting
notifications for recurring tasks. Because too
many notifications can cause distractions and
affect negatively your productivity. Moreover,
you can add notes to make sure you have
everything before a meeting.
6
Plan for interruptions These are unavoidable. And
the only way of dealing with them is to keep some
time off. Make sure to add activity related to
such interruptions to your calendar to track the
time spent to make the most out of them. With
the visual representation of data, it will be
easier to manage your schedule, understand the
priorities, and getting more done. To apply
these changes into your Dynamics calendar you can
integrate calendar extension for Dynamics to
extend its functionalities. Other than these,
playing your favorite sport between working hours
can also make you relaxed and boost your
productivity level. Original Blog h
ttps//www.appjetty.com/blog/make-your-busy-schedu
le-productive-one-dynamics-calendar
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