6 Ways Busy Managers Can Balance Workload With Dynamics 365 Calendar

By Author: Maulik Shah
Total Articles: 84
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If you are a manager, you know the struggles of handling everyone's schedule, assigning tasks, keeping up with the meetings, and so on. Undoubtedly, the need for effective workload management tools has never been so urgent. But what is workload management, after all?

In brief, workload management is the process of planning and distributing tasks evenly and effectively among team members. If done correctly, this simple but critical process can help you streamline schedules and avoid related conflicts such as double-booking, uneven task assignments, etc.

Now, if you are wondering which tool is best for managing the workload, it is the Dynamics 365 Calendar. It is ideal for managers who are always on the go and need an all-in-tool for scheduling, managing tasks, viewing leave requests, etc.

But are you aware that this advanced calendar for Dynamics CRM can do much more? Let us see what managers can do on this advanced calendar for CRM.

=> 6 Ways Managers Can Manage Workload with Dynamics 365 Calendar

Listed here are a few ways busy managers or team leads can use Calendar 365 to balance their ...
... and the team's workloads.

* Two-way calendar sync

The calendar tool for CRM seamlessly integrates with Google Calendar and Microsoft Outlook, thus helping managers stay updated about the meetings booked on them. Put simply, without having to check manually, managers can see all the meetings and other details on a single calendar.

In short, the meetings booked on these calendars are automatically reflected in Calendar 365.

* View workload report

Managers can access the selected team member's workload report right from Calendar 365. This report basically includes the activity type, activity count, and duration of each activity.

It helps managers see the overall tasks assigned to the user. They can also see everything in detail, such as when the task was completed, how many tasks were finished on a particular date, and so on.

* Setting priorities

Managers can use the Dynamics 365 Calendar's priority setting feature to assign priorities to different tasks. This simple feature helps them highlight high-priority projects or tasks within the calendar.

Additionally, on Calendar 365, managers can filter the high-priority tasks and see all of them at once.

* View resource availability

Managers can easily keep an eye on their team members’ schedules. They can view daily, weekly, and monthly schedules of all the resources.

A grand view of all the resources’ schedules allows managers to assign them other activities, reorganize the tasks, or simply resolve possible issues.

* Quick event booking

Managers can quickly book events such as conferences and meetings on the calendar along with a note. This note can include the agenda of the meeting so that everyone stays on the same page when joining the meeting.

* Pre-define off days and working hours

Another important thing that managers can do is define holidays or off days. This helps them ensure that everybody on the team knows their availability.

Furthermore, they can configure the time of the meeting slots scheduled with them such as 30 minutes, 60 minutes, etc.

=> Final Words
Using these smart features, managers or team leads can efficiently create their schedules. Moreover, they can manage their team's workload using the Dynamics 365 Calendar.

In summary, if you are a busy manager and want a tool to make things easier by helping you manage resources, balance workloads, and improve productivity, then Calendar 365 is exactly what you need.

Maulik Shah is the Founder and CEO of AppJetty, a fast growing software add-on store selling extensions and plugins for various technologies, including Odoo themes and odoo apps Magento 1 extensions and Magento 2 extensions. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.