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Integrate Calendly with Microsoft Dynamics 365 Business Central

  • Calendly Integration
  • Microsoft Dynamics 365 Business Central Integration

Appy Pie Connect allows you to automate multiple workflows between Calendly and Microsoft Dynamics 365 Business Central

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Calendly Integrations
About Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

Calendly + Microsoft Dynamics 365 Business Central Quick Connects

Want to explore Calendly + Microsoft Dynamics 365 Business Central quick connects for faster integration? Here’s our list of the best Calendly + Microsoft Dynamics 365 Business Central quick connects.

Explore quick connects
Connect Calendly + Microsoft Dynamics 365 Business Central in easier way

It's easy to connect Calendly + Microsoft Dynamics 365 Business Central without coding knowledge. Start creating your own business flow.

  • Triggers
  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Contact

    Trigger when new contact created.

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Customer

    Update Customer

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

How Calendly & Microsoft Dynamics 365 Business Central Integrations Work

  1. Step 1: Choose Calendly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics 365 Business Central as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Calendly to Microsoft Dynamics 365 Business Central.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Calendly and Microsoft Dynamics 365 Business Central

Calendly

Microsoft Dynamics 365 Business Central

Calendly provides an online calendar that allows the user to create the availability to meet with clients. The calendar is available for clients to book meetings within the specified time. The calendar can be used on both desktop and mobile devices (Anderson, 2015.

Microsoft Dynamics 365 Business Central is a business management software that consists of Customer Relationship Management (CRM), Sales Force Automation (SFA), Enterprise Resource Planning (ERP), and Project Service Automation (PSA. (Microsoft, 2017; Microsoft, 2018.

Integration of Calendly and Microsoft Dynamics 365 Business Central

With the integration of Calendly and Microsoft Dynamics 365 Business Central, users can easily book meeting appointments without having to go through the trouble of emailing their availability to clients. This makes it convenient for users as they do not have to spend time emailing back and forth. By integrating these two applications, users will save time and effort by only having to fill in their availability at once. Also, this method will be very useful for salespeople who are constantly scheduling meetings with their clients. This way, no double-bookings will occur as it will automatically be blocked from happening. It also helps prevent any unnecessary back-and-forth messages from occurring as well as avoid the confusion of what time slots are available or unavailable as well as what times are reserved or blocked out for certain reasons. Overall, the integration of Calendly and Microsoft Dynamics 365 Business Central saves time and effort by making it easier for clients to book meetings with their clients.

Benefits of Integration of Calendly and Microsoft Dynamics 365 Business Central

Integrating Calendly and Microsoft Dynamics 365 Business Central brings a lot of benefits that will definitely help both parties invpved. One of the many benefits is that it streamlines the process of scheduling meetings. Users can simultaneously schedule their availability from one platform so no time is wasted by going back and forth between several platforms. This benefit saves time and reduces the time spent scheduling meetings. In addition, this integration prevents unnecessary messages from being sent back and forth between parties invpved as there is no need for a reminder of what times are unavailable or what days are free. Another benefit is that this integration avoids double-booking meetings that would cause a conflict of schedules. It also helps keep track of any conflicts that may occur. This avoids any confusion on both ends as well as avoid rescheduling all over again. Overall, integrating Calendly and Microsoft Dynamics 365 Business Central brings many benefits that make it easier for both parties invpved as they can easily schedule meetings without wasting time.

The process to integrate Calendly and Microsoft Dynamics 365 Business Central may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm