/* Zap Team Calendar App is now Zap Calendar PRO App – which has 100 times more functionality!! */
When working with Microsoft Dynamics 365 for Sales & Customer Service CRM, a very common report request that we have come across from our customers is “What is my sales team doing?”
In out-of-box CRM, all the activities (tasks, appointment, phone calls, emails etc) are displayed in list view format which is not very readable. Users are more comfortable and efficient working with date-oriented information on a calendar like interface.
Here Zap Team Calendar App can help!
Zap Team Calendar App provides a calendar like interface which display’s the team activities in a very intuitive manner. As your team make calls, send emails, set appointments and completes tasks, you’ll have access to an overview of all their activities. The activities can be easily filtered by activity type and status. Besides the user and team level filters can also be applied.
Below is the screenshot of Team Calendar showing “Timeline” view:
Below is the screenshot of Team Calendar showing “Month” view:
Below is the screenshot of Team Calendar showing “Day” view:
The activities are color coded for easy reading. New activities can also be created.
So now no more struggling with the CRM Views for checking out activities, you would always be updated of your team’s activities using a friendly calendar from within Microsoft Dynamics 365 CRM.
Take a free trial of Zap Team Calendar App from below link:
/* Please note that Zap Team Calendar App is now Zap Calendar PRO App – which has 100 times more functionality!! */