Microsoft Dynamics CRM: Adding A Group Calendar

By Microsoft Dynamics CRM No Comments

Is it possible to add a group calendar to Dynamics 365?  As of 2020, there is no out-of-the-box solution or workaround to add a group calendar to Dynamics, though third-party plugins/solutions can make this possible.  So, instead of going through these options (a quick Google will give you a list of these solutions), I’m going to show you how to A. create a view in Dynamics that displays as a calendar, and B. add that view to Microsoft Teams.  Read More

Dynamics 365 CRM: Integrating with Applications via the Market Place

By Microsoft Dynamics CRM No Comments

Microsoft Dynamics CRM allows for integration with a multitude of applications that your organization may use today or want to use in the future. Having your CRM, which houses your Client data, integrate with an Accounting or email Marketing application can create operational efficiency by eliminating duplicate data entry, full history of Client communications and provide a more holistic view of your Clients.

Integrating Microsoft Dynamics CRM with other applications is easy and the steps below will provide a high-level overview on how to do so.

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Microsoft Teams: Add a Group Calendar to Teams

By Microsoft Office 365 31 Comments

2020 Update: Microsoft is still working on implementing an out-of-the-box solution for this as of February 2020.  I’ve made a few wording updates to the steps below to make the steps a bit more clear.

Per this UserVoice post, Microsoft is working to make Group Calendars native to Microsoft Teams via the “Meetings”/Calendar view, but below you’ll find one potential workaround in the meantime.  Please note that the below workaround may not work for users with On Premise mailboxes.
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Zoho Zia Voice – For Your Mobile Phone!

By Zoho, Zoho CRM No Comments

Last week we discussed Ask Zia and how to chat with it to get quick answers when you need them. But did you know about Zoho Zia Voice? It’s like Ask Zia for your mobile phone. If you’re on the road often you know the importance of being available for your clients when you’re on the go. Zia Voice makes it easy to handle basic tasks for you! Read More

Zoho CRM Ask Zia

By Zoho CRM No Comments

Have you ever utilized Ask Zia in your Zoho CRM? You’d be surprised at how easy it is to update records and access analytics using this AI function! In previous posts I’ve been shining a light on Zoho CRM’s Zia, including Data Enrichment, Sales Trend Analysis, Conversion and Closure Predictions, and Help with Templates. Today let’s take a look at how you can use Ask Zia as your very own personal AI assistant to manage your CRM activity!

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