Microsoft Dynamics CRM supports the user during appointment planning and reporting. Appointment subjects and the appointment location must however be manually entered, although this information is already present in most cases under the contact/account/lead. In sales opportunities and queries, relevant information for the sales representatives can be maintained; however, this information will not be synchronized to the calendar on his or her cell phone.
When creating appointments, Microsoft Dynamics CRM only checks the availability of the user in the CRM system. No availability check takes place in Microsoft Exchange, where, in any case, even appointments managed via Outlook such as private or internal appointments could be entered.
The AddOn Meeting Management speeds up the process of appointment recording and reporting. In this regard, the add-on relieves the user of having to enter the appointment subject and location information and saves important information in the description.
The appointment information (subject, location, description) is synchronized in Microsoft Outlook and thus in Mobile Outlook as well. All important appointment information is thus available to the sales representative on the go as well. In case of delays in arrival or appointment postponements, the customer can also be contacted via telephone.
The AddOn also contain a unidirectional interface between Microsoft Exchange and Microsoft Dynamics CRM The AddOn allows configuration of messages of which appointment types, from Microsoft Exchange/Outlook, should be displayed in the CRM system and for which types they should not be displayed (available, busy, absent, tentative, no details).
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Always the adapted AddOn version!
The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.
|Server license < 51 User||1900 CHF|
|Server license < 101 User||2850 CHF|
|Server license < 201 User||3800 CHF|
Annual Software Assurance is 18% of the license price
In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.
|Date of publication||30.03.2016|
|Language *||DE / EN|
* Additional languages can be provided on request