The MyCRM ePlanner add-on is a management tool that enhances the capability of Microsoft Dynamics CRM 2013, 2015, 2016 and 365 for Sales.
Our planning solution empowers team leaders to manage all activities for a team or all CRM users from a single Calendar view. You can also manage activities for CRM users or associated custom entities - such as Projects or Resources - by building ePlanner filters.
Increased productivity through better activity management...
ePlanner introduces the ability to have a shared calendar directly within Microsoft Dynamics CRM. You can create daily “To Do” lists with our agenda view and get a snapshot of all activities that require your attention.
Furthermore, you can now see what your colleagues and team are doing and what activities are open by CRM user and the level of participation. ePlanner comes with an easy-to-use drag and drop interface, easy navigation, and the ability to view a full quarter's activities. You can also view by month or week.
ePlanner increases the level of productivity and retains all data directly within your Microsoft Dynamics CRM instance.