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Creating team calendar for planning and collaboration

HI:

While creating an idea for the creation of sales teams (https://feedback.acumatica.com/ideas/ACU-I-1604 , I further realized that creating and managing team calendars, and sharing individual calendars helps a lot to plan work properly, monitor the work status and spot potential problems on time. A  cross team should be fully responsible for it's product or project or service. A cross team can be rewarded for it's team's achievements. 

A company requires the following:

  • team calendars so that the team knows what is planned, when deliverables are due, when meetings take place, etc. Team manager must be able to assign activities to team members. 
  • personal calendar per employee, that can be shared by an employee with others

Some example can be seen at: https://www.youtube.com/watch?v=kWu_-4S_lAA

Currently in Acumatica Cloud ERP, there is no calendar. You can assign leads, opportunities, activities, etc to another user. However we need a visual calendar. There is no team concept. 

Regarding a possible solution, I suggest not to reinvent the wheel but  to use what MS Office 365 offers with MS Sharepoint Online and with MS Teams. I would tightly integrate MS Office 365 with the creation of teams (https://feedback.acumatica.com/ideas/ACU-I-1604 ) . MS Teams enables email, contacts, calendars, web conferencing, chat, live events via MS Stream, Sharepoint portal sites, sharing of documents or any files, team project workspace, etc. Anywhere you have a team in Acumatica ERP, you could embed the MS Office 365 Teams site. Collaboration portals and engagement is the way to go. Customers could become part of a customer team consisting of employees and customer contacts. The customer team would be part of the customer portal. 

Thanks for your support

Toon Six

c: 973 727 9665

 

I tried to categorize this idea but, could not find any proper category. Please create a category Other, and later create new categories based on ideas in Other. Thanks

  • Toon Six
  • Jul 15 2018
  • Gathering Feedback
CRM
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  • dan_00 commented
    July 16, 2018 04:14

    Great idea! Especially integration with the Microsoft Group Calander.

  • Toon Six commented
    July 15, 2018 23:19

    HI:

    Now I realize that the Acumatica Field Service Management Edition has a calendar. Maybe some of these features can be used in the Acumatica Suites. However embedding MS Office 365 Teams is still needed because of the collaboration features of MS Teams. 

    Thanks

    Toon SIx