Features That Let You Easily Track
Check-Ins And Check-Outs In Dynamics 365
Easy Check-Ins & Check-Outs
With easy check-in & check-out tracking in Dynamics 365, let your field members tag the geo-coordinates (location) and time of an activity while performing any check-in. Keep a check on daily scheduled activities within Dynamics 365. Calculate the time each activity (demo, appointment, etc.) takes to complete and find the activities with better performance potential to focus more on. Also get a clear picture of ongoing events as well as finished ones.
Approve/Reject Pending Requests
Manage your team members’ check-in and check-out requests after the specified time with the approve/reject pending check-in/check-out feature. Get rid of manual approvals and in-person communication over basic queries with a streamlined automated process.
Notes/Attachments at Check-Outs
Give your on-field resources a means to add notes and upload any relevant attachments at checkout. Avail of the centralized view of all the notes and attachments from the “Note” section to get the real-time progress of your daily activities. Get help optimizing your team’s efforts by focusing more on potential prospects and customers.
Map View of Check-Ins and Routes
Visualize your overall daily activities by plotting entities your resources check in to in a day. Get an easy and clear idea of the count of check-ins to different entities throughout the day with check-in & check-out tracking in Dynamics 365. Get to view all possible routes and the best optimized routes based on the means of transportation. Share the optimized routes with your resources and boost their productivity.