Skip to main content

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.

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Understanding Microsoft AppSource and Dynamics 365

On July 6, 2016, Microsoft announced the introduction of Microsoft Dynamics 365 and Microsoft AppSource. Scheduled to be available in the fall of 2016, Microsoft Dynamics 365 will allow new ways for customers to consume Microsoft's current CRM and ERP cloud offerings based on business functions such as financials, field service, sales, operations, marketing, project management and customer service.

Microsoft AppSource will be an online store for cloud services from Microsoft and third party providers such as InfoStrat and other Microsoft partners.  Microsoft expects to offer more than 200 business SaaS apps, add-ins and content packs when AppSource launches.



The announcement garnered quite a bit of response in the press, including the Wall Street Journal and Forbes
Although all the details of Dynamics 365 have not been announced, the essence is bundling and un-bundling of products and features from Microsoft's extensive Dynamics catalog.  Microsoft is enhancing the integrat…