Resource tracking is a common requirement for business; this includes tracking for people, venue and equipments etc. Outlook calendar is a common resource tracking tool which allows individual to book himself and other’s time slot in a flexible and easy way, however when we are working in a bigger team environment and try to answer a simple question: "who can I allocate this job to?" CRM Service Calendar is the best choice.
CRM Service Calendar provides the best solution to track company resources.
- Be able to share your own booking status easily with others
- Be able to see others’ status easily
- Compare the calendar events side by side to see who is free/busy during a specific time period, then we can quickly allocate new jobs to available resources
- Link calendar event with specific client data, so we can track the events from a client point of view; this will allow us to evaluate the effort/cost that we put into a client
Based on our experience, CRM Service Calendar can help us to meet all these needs.
- Figure: Create a new appointment and track it in CRM
Above form also allow you to link this event with a client by “Set Regarding [4]” and choose a client from your CRM database.
- Figure: Compare calendar items side by side in CRM Service Calendar
By looking at above screen, you will be able see others events and compare them to decide who is free or busy. Very handy.
Other benefits are:
- two way sync between CRM and outlook so you don’t have to worry about update the information twice;
- totally integrated with your current outlook calendar, so you don’t have to switch from different calendars (like you do in SharePoint share calendar solution).
Note: You need to install CRM Client for Outlook in order to sync your Outlook calendar event with CRM Service Calendar.