Appointment tracking from Outlook

Dynamics 365 provides an out-of-the-box add-on for Outlook, but it has some issues with tracking (it tracks maybe a bit too much and might cause embarrassing situations).

SC Deals provides you a simple solution that tracks Appointments from your calendar into Dynamics 365 – nothing extra.

How does it work?

  • Add SuperCards as a new category label in your Outlook Calendar
  • Set SuperCards category to a meeting that you want to track in CRM
  • A notification card is triggered through the SC Deals bot in your Teams
  • Choose regarding account and classify the appointment (if needed)

Note: This feature needs to be enabled separately as it connects to users’ calendars. Let us know if you want to enable it, we’ll help you.