Boost Productivity & Simplify Resource Management for Dynamics 365

Scheduling Tool transforms your Dynamics 365 activities into a visual calendar, giving you a clear overview of your team's workload and resource availability.

Easily manage and schedule resources, tasks, or activities within Dynamics 365 with this easy-to-use solution. Visualise scheduled items on a timeline, and simply drag-and-drop them to different resources or times.

Group Dynamics 365 users (schedulable staff), Contacts, or any bespoke resource record (e.g., Vendor / other specific Accounts) into teams or categories

Unify all resources with Visual Scheduling on Dynamics 365

Whether you're managing service activities, tasks, or custom records, our fully configurable Scheduling Tool adapts to any standard Dynamics 365 entity or bespoke entity, ensuring seamless integration.

Key Features:

Drag-and-Drop Scheduling: Effortlessly reschedule activities like tasks, appointments, and meetings with intuitive drag-and-drop functionality.
Visual Calendar View: Gain a clear overview of your team's schedule and their availability at a glance.
Resource Management: Optimise resource allocation to identify overlaps and avoid time clashes.
Visual Calendar: Customise your calendar to display specific activities and data.
Views Customisation: Choose between day, week, and month views. Show / Hide business hours or weekends to best suit your needs.
Colour-Highlighting: Visually distinguish different types of activities and statuses with timeline colours, category colours, and border colours.
Detailed Activity Information: View key details for each activity directly on the calendar for quick reference.
Team Collaboration: Share calendars, track activity progress, and ensure everyone's on the same page.
Unscheduled Tray: Keep pending events visible and readily accessible for efficient scheduling.
Email Action: Auto-generate or Click to generate pre-filled email with activity details within Dynamics.
Integration with Dynamics 365: Seamlessly integrate with your existing Dynamics 365 environment.

Benefits:

Increased Efficiency: Simplify scheduling processes and reduce administrative overhead.
Improved Communication and Collaboration: Enhance team visibility and communication with a shared calendar.
Boost Productivity: Empower team members with a clear view of project schedules and deadlines.
Enhanced Resource Utilisation: Optimise resource allocation and avoid scheduling conflicts.
Reduced Scheduling Errors: Eliminate double-bookings, ensure accurate scheduling, and achieve timely project completion.
Empower Decision-Making: Gain valuable insights into activity progress and resource utilisation.

Visualise your schedule, Optimise resource allocation, and Facilitate collaboration

Experience the difference with our versatile scheduling tool

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Scheduling Tool for Microsoft Dynamics 365

by CRM Dynamics Ltd