We are a company that is active in the event business and has to organise personnel for events, among other things.
We use MS Dynamics Sales as our CRM and are very satisfied with it.
Up to now, there have been two parallel processes for scheduling freelance staff, which I would like to automate with the new CRM:
1. so far, without CRM, an internal employee has downloaded an export of all events from Dynamics and then added all events to an Onedrive document. The events were listed manually one below the other by date and, thanks to the shared document, the free employees were able to enter their names live to the right. This meant that everyone knew who was assigned.
2. The internal employee then entered the assigned names in the corresponding contact fields in the CRM at regular intervals so that they were also visible to all internal employees.
Of course, this cannot continue and must be automated.
The easiest way would certainly be to give the freelancers access to the CRM, but we don't want to do that because of the licence costs and the confidential information.
We just want them to know when which event is where and to enter their details next to it.
As Dynamics is new to us, we have so far focussed on larger topics, not yet on those.
Does anyone have any ideas on the best way to solve this?
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