Meeting Management

Enhance the Productivity of Scheduling and Reporting Appointments incl. Availability Check

Meeting Management Meeting Management

Enhance the Productivity of Scheduling and Reporting Appointments incl. Availability Check

Starting situation

Microsoft Dynamics CRM supports the user in planning appointments and in reporting.

Appointment subjects and the appointment venue must be entered manually, although in most cases, this information is saved with the contact/company/lead.

In sales opportunities and cases, the relevant information for field staff can be updated, but these will not be synchronized in the appointment on his mobile handset.

Solution

The Meeting Management add-on speeds up the process of appointment planning and reporting. In addition to this, the add-on relieves the user from having to capture the subject of the appointment and the location information.

The Place field is filled automatically with the address, place and telephone number, the subject field is filled with the name of the company (B2B) or the first name/surname combination (B2C).

In case of delays in arrival for the appointment or in case appointments are postponed, the customer can be contacted from the mobile phone.

Further, CRM attributes from various entities can be synchronized in the description of the appointment, so that the field staff can prepare for the appointment while traveling, without taking the help of the CRM-system.

The information on the appointment (Subject, Place, Description) are synchronized in Microsoft Outlook and hence also in Mobile Outlook.

All the important information pertaining to the appointment are available to the field staff, even en route (including the information about the discussed sales opportunity).

Benefits

  • Less time is required for planning an appointment and for reporting
  • Greater depth of information of the appointment since the field staff are relieved of other tasks
  • waiting periods can be used for preparation of the appointment
  • Improved readiness to provide information through insight into the calendars of colleagues
  • More efficient scheduling of appointments for field staff and call centers
  • Fast access to relevant meeting information by mobile phone

Additional Information

No documents available

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.

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Prices

AddOn MeetingManagement
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.

Releases
Version 4.3.0
Date of publication 10.11.2010
Language * DE / EN

* Additional languages can be provided on request