How to Connect Calendly + Microsoft Dynamics 365 CRM

While using appointment scheduling software, Dynamics 365 users always have this question: How to integrate CRM with the Scheduling software?

Popular scheduling platforms like Calendly offer integration via third-party extensions like Zapier. 

But there are a few limitations when you choose third-party extensions for integrations.

How Calendly Integrates MS Dynamics 365 CRM

Dynamics 365 users are often confused about how they can integrate their CRM with Calendly. If you want your CRM integration, you would have to go for Calendly’s premium plans, i.e., $12/month or more. 

So if you are using Calendly’s free plan or the $8 plan, you are certainly not eligible for CRM integration. 

The first thing to note is that you have to opt for a $12/month plan or more for Dynamics 365 plan.

Calendly provides integration with the third-party extension called Zapier. You have to create an account with Zapier if you want this integration.

Challenges While Integrating Calendly With Zapier

Even after paying this high amount monthly to integrate your Dynamics CRM with Calendly, the whole integration process is not smooth.

There are a few challenges you will face while integrating Zapier with Calendly.

Firstly, you will require multiple setups. Along with the Calendly account, you will also need a Zapier account. You will have to set up multiple triggers to collect the data in the CRM. The setup process is manual and a tedious task to do.

You don’t get as many customization options. Calendly offers minor customization in general and with Zapier integration. You can only perform actions as per the limited triggers that Zapier offers.

A Shorter Way – Calendar 365

If you are a Dynamics 365 user and want an appointment-scheduling app for your business, we have a better alternative for you. 

It is a Dynamics 365 plugin called Calendar 365.

Calendar 365 is an appointment scheduling software. Along with easy appointment bookings, it has features for resource, activity, and customer management.

When you use a Dynamics plugin, you skip the longer way of integrating CRM with the scheduling software.

The Dynamics plugin directly integrates with the CRM, which means no need for third-party extensions. You don’t have to pay a premium price to avail integration features.

Moreover, you save on paying third-party extensions like Zapier.

Benefits of Calendar 365

  • Calendar 365 is more affordable than Calendly as it reduces third-party extensions and includes all the advanced features in its main plan.
  • Offers instant sync with CRM and Google and Outlook Calendar.
  • Calendar 365 is fully customizable as per business requirements or your CRM structure.
  • Calendar 365 is best for branding purposes. Calendly only allows you to change your logo, but Calendar 365 can be completely redesigned as per your business requirements. Even the meeting forms can be customized in Calendar 365, but this is not possible in Calendly due to limitations that come while using third-party extensions. 

Conclusion

The above discussion explains that Calendly might not be the best choice for Dynamics 365 users. You have to compromise while integrating your Dynamics 365 CRM with the scheduling software. But if you choose a Dynamics 365 plugin, it will directly integrate with your CRM, so you won’t need a third-party extension for the same. An additional benefit of Calendar 365 is customization. From forms to customizable UI for branding purposes, Calendar 365 is way better than Calendly.

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