Appointment scheduling conflicts are the most annoying part of the corporate world. As a result, they will miss some important high-priority tasks; a client will be waiting for a call and whatnot. There are tons of reasons behind it.
All of this will directly impact your business in one or the other way. To avoid this conflict, we have a suggestion for you. Calendar 365 is an appointment scheduling and project management tool for Dynamics 365 CRM users.
First, let us have a look at the common conflicts users face and how Dynamics 365 calendar can help you resolve them.
Common Scheduling Conflicts
Double Booking
This happens when two tasks or events are booked at the same time. For example, Jim is booked for two introduction calls at the same time. He cannot attend both the calls and hence has to postpone the other. When you assign multiple tasks at the same time, they won’t be able to focus on tasks, and the chances of errors increase. They might not be able to complete either of the tasks on time.
Scheduling Unavailable Employee
Assigning tasks or calls to a resource that is not present and realizing it at the end of the day is the worst-case scenario. When you cannot view leaves on a calendar, managers have to open the different tools to verify the availability of the resources and then assign them any task. All the tasks and appointments assigned to unavailable resources will remain incomplete and might even include high-priority tasks. Sometimes resources are available, but they are involved in some important activity and cannot take any other activities for the day. Assigning tasks to these resources will result in incomplete/unattended activity at the end of the day.
Insufficient Break Time
Scheduling back-to-back meetings without sufficient break time can be troublesome. Sometimes the task/event/call will last longer than expected. The other activities will be delayed if you don’t have a sufficient gap between the two activities. Resources also need breaks in between to survive the day. So not having an ideal system that keeps breaks between activities can sometimes become frustrating.
Unbalanced Shift Distribution
It is important to keep in mind the working hours of all your resources. If any resource has to work for more hours because more tasks are assigned to them, and the other gets fewer opportunities, it can lead to internal conflicts. You must ensure everyone gets equal opportunities.
Last-minute Callouts
Sometimes, everyone is busy, and the meeting is postponed. This happens when the resource backs out from the assigned task at the last moment for unavoidable reasons. Such situations require immediate action, like assigning the same task to someone with a similar skill set.
Overlapping Meetings
With an improper scheduling management system, overlapping is one of the most common issues professionals face. This happens when the end of a meeting overlaps with the start of another meeting. For example, one meeting is scheduled from 3:00 to 4:00 pm, and the other starts at 3:45 pm. Common invites in these meetings will either miss the meeting conclusion or the intro of another.
Booking unavailable time slots
It is important to keep track of resources available in time slots. If a resource is booked when the resource is not available at a particular time slot, the task must be delayed or exchanged with some low-priority tasks.
Ad hoc projects
This is something that is not in anyone’s hands. Getting new leads and projects which require immediate attention forces you to assign a resource for them. If all your resources are assigned full-day tasks, it can conflict with their schedules if a new project/activity is assigned.
Avoid conflicts with Calendar 365
Calendar 365 is an extension that integrates with Microsoft Dynamics 365 CRM. It enhances your CRM capabilities and gives you more visualization power to reduce conflicts.
Calendar 365 gives collision-free appointment booking functionality, which helps users track each and every detail of different projects.
All the challenges discussed above can be solved by simply integrating this plugin with your Dynamics 365 CRM.
The all-in-one calendar ensures that no two meetings are set at the same time. It shows a warning to the meeting organizer that the invitee is occupied with another event.
Moreover, the meeting booking slots are dynamic. The user has to add their available working hours along with the break time they would need between meetings. For example, if the user is involved in a demo call which usually lasts 30 mins, Calendar 365 will dynamically create time slots of 30 mins each between their available hours and keep buffer time.
Calendar 365 also gives rescheduling and canceling options so invitees can make changes before the meeting, and that time slot is not wasted.
Every minute detail is customizable with Calendar 365. If you want to know more about its other features, we suggest you opt for a live demo where our product experts will help you understand the product in detail. We suggest you enroll in a 15-day free trial. Visit our website, www.appjetty.com, or contact [email protected]
