Using a calendar to automate tasks, manage activities, and resources for appointments may seem exciting, but the real challenge lies in determining how and where to store and retrieve the necessary data.
To effectively manage projects and resources, you will require the integration of Dynamics 365 CRM data with your calendar. However, if the calendar you’re using or the subscription plan you’ve chosen lacks CRM integration capabilities, you won’t be able to utilize the calendar’s features to their fullest potential.
For instance, Calendly, a popular online appointment scheduler, doesn’t offer CRM integration in their Basic and Essential plans. To access CRM integration features, you must upgrade to a plan costing $12 per seat per month or higher.
For small business owners or startups, it becomes difficult to allocate a significant portion of their budget every month.
However, why pay more when you can obtain similar functionalities and CRM integration at a much lower cost?
To discover how this can be achieved, stay with us until the end. Learn how you can integrate Microsoft 365 CRM with Calendly, what plan you have to choose for that, challenges you may face and an alternative solution.
Calendly and Dynamics 365 CRM Integration
Integrating Microsoft Dynamics 365 CRM with Calendly can be a bit complex, as it requires the use of a third-party extension. Calendly has partnered with Zapier to enable this integration with the CRM.
To get started, you will need to create an account with Zapier to access this functionality.
However, there are some challenges to consider when integrating Calendly with Zapier. Since Calendly is a standalone application, the only way to integrate it with CRM is through third-party extensions. You have to choose a premium monthly plan to unlock this feature.
While configuring the integration, you may encounter certain challenges and limitations. For instance, you will need to set up multiple triggers to retrieve data from the CRM, and this process can be manual and time-consuming.
Additionally, customization options are limited. You will only be able to perform actions based on the available triggers, and there may be constraints on how much you can customize the integration.
Calendar 365 is a highly recommended alternative to Calendly for Microsoft Dynamics 365 users, offering several advantages. Unlike Calendly, Calendar 365 is a Dynamics plugin that integrates directly with Dynamics 365 CRM. It is an extension that enhances the capabilities of your CRM and is not a standalone application.
With Dynamcis 365 calendar, you can conveniently schedule meetings directly within the CRM and efficiently manage project activities. You have the flexibility to create custom calendars with any CRM entities and save them for future use.
In addition, Calendar 365 is more cost-effective than Calendly while providing a broader range of features that encompass not only appointment scheduling but also project management.
One significant advantage of Calendar 365 is its full customization options, allowing you to tailor it according to your specific business requirements or CRM structure. This makes it ideal for branding purposes.
While Calendly only permits changes to your logo, Calendar 365 can be completely redesigned to align with your unique business needs. Calendar 365 empowers its users to customize meeting forms, which is often not possible with Calendly due to limitations associated with using Zapier as a mediator for integration.
Conclusion
Calendar 365 is the way to save money and effort. The customization power of the tool is incomparable. If you want to know more about how this plugin can be beneficial to Dynamics 365 CRM users, contact our sales team for a live demo at [email protected] or visit our website .
