Thursday, August 13, 2015

Dynamics CRM for Executive Scheduling

Microsoft Dynamics CRM has obvious uses for sales force automation, customer service, and marketing.  Even more interesting are the uses for other functions.

Elected officials, particularly those in some form of executive office such as governors and mayors, receive numerous requests to appear at public events or private functions, for interviews, and a host of other events. The InfoStrat Executive Scheduling solution enables the official’s scheduling team to conduct these activities in a standard way that ensures all requests are managed and that a timely response is provided.

Microsoft Outlook is the most popular professional scheduling application, and is used in nearly every government agency.  Outlook is a great way to manage a calendar, but Dynamics CRM can add the workflows needed by someone with a staff of assistants whose calendar is much more complicated and fluid.

The solution tracks incoming requests for attendance by the executive at various events. Requests can come in via phone, letter, email or a form on the executive’s website. Details about the event are gathered to provide a briefing to the executive as part of the Calendar record, so that the executive is able to review event details while en route or as part of a daily briefing.

If the event is one in which the executive will not be able to attend, the solution provides the option to select a surrogate. The appropriate surrogate would be identified and an email is sent to that person to coordinate their attendance as well as notification to the event organizer.

Executive Scheduling provides a calendar view of all the executive’s scheduled events for each day. CRM Appointments are used to integrate the executive’s personal calendar with official calendar events.  Executive Scheduling is available for Dynamics CRM 2013 and 2015, on Microsoft Dynamics CRM Online, hosted by InfoStrat or on premise.

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