Calendar in CRM to track all salespeople activities

[jmoleman]

I'm new to CRM and have been given the job of exploring its capabilities. Is
there a way to incorporate a calendar that contains the appointments of all
of the salespeople for a sales director? He wants to be able to look at a
central calendar and know what everyone has scheduled in CRM for any given
date and time. Does this sound like something that CRM can do?

[Dave Ireland]

Hi jmoleman,

Unfortunately this feature is not available out of the box. However if all
of your users are synchronizing their CRM calendars with their Outlook calendars,
your sales director could just view their Outlook calendars as a group.

If you wanted this CRM feature, you would have to develop it yourself, or
have a look at one of the several vendors that have already built it. Here
are a few, but I'm sure there are others:

http://www.c360.com/GroupCalendar.aspx
http://www.mscrm-addons.com/Products/AddonsforMSCRM40/GroupCalendar/tabid/133/Default.aspx

Hope this helps,

Dave

Post by jmoleman
I'm new to CRM and have been given the job of exploring its
capabilities. Is there a way to incorporate a calendar that contains
the appointments of all of the salespeople for a sales director? He
wants to be able to look at a central calendar and know what everyone
has scheduled in CRM for any given date and time. Does this sound like
something that CRM can do?

[manick]

We have received a similar request from our client, working on the solution
approach. Please drop an email to learn.

Post by jmoleman
I'm new to CRM and have been given the job of exploring its capabilities. Is
there a way to incorporate a calendar that contains the appointments of all
of the salespeople for a sales director? He wants to be able to look at a
central calendar and know what everyone has scheduled in CRM for any given
date and time. Does this sound like something that CRM can do?

[LeonTribe]

Post by jmoleman
I'm new to CRM and have been given the job of exploring its capabilities. Is
there a way to incorporate a calendar that contains the appointments of all
of the salespeople for a sales director? He wants to be able to look at a
central calendar and know what everyone has scheduled in CRM for any given
date and time. Does this sound like something that CRM can do?

There is the service calendar which shows everyone's appointments.
You'll find this as part of the service section of CRM.

Leon Tribe
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