Integrate Microsoft Dynamics CRM with Acuity Scheduling

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Acuity Scheduling

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Acuity Scheduling

Acuity Scheduling is a cloud-based appointment scheduling application that allows business owners to manage their appointments from anywhere in the world.

Acuity Scheduling Integrations

Best Microsoft Dynamics CRM and Acuity Scheduling Integrations

  • Microsoft Dynamics CRM Integration Acuity Scheduling Integration

    Microsoft Dynamics CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Acuity Scheduling Integration Add Coupon Code
  • Microsoft Dynamics CRM Integration Acuity Scheduling Integration

    Microsoft Dynamics CRM + Acuity Scheduling

    Add Blocked Off Time in Acuity Scheduling when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Acuity Scheduling Integration Add Blocked Off Time
  • Microsoft Dynamics CRM Integration Acuity Scheduling Integration

    Microsoft Dynamics CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Acuity Scheduling Integration Add Coupon Code
  • Microsoft Dynamics CRM Integration Acuity Scheduling Integration

    Microsoft Dynamics CRM + Acuity Scheduling

    Add Blocked Off Time in Acuity Scheduling when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Acuity Scheduling Integration Add Blocked Off Time
  • Microsoft Dynamics CRM Integration Acuity Scheduling Integration

    Microsoft Dynamics CRM + Acuity Scheduling

    Add Coupon Code in Acuity Scheduling when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Acuity Scheduling Integration Add Coupon Code
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Acuity Scheduling in easier way

It's easy to connect Microsoft Dynamics CRM + Acuity Scheduling without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Appointment Start

    Triggers a specified time before an appointment starts.

  • New Appointment

    Triggers when a new appointment is scheduled.

    Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Blocked Off Time

    Block off a new range of time on your schedule.

  • Add Coupon Code

    Adds a new coupon code.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics CRM & Acuity Scheduling Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Acuity Scheduling 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 Microsoft Dynamics CRM to Acuity Scheduling.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Acuity Scheduling

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a software that helps the businesses in managing their sales and marketing operations. It provides the business leaders with a common data across all the company’s departments, including Sales, Marketing, Customer service, Operations and Business Intelligence.

Acuity Scheduling

Acuity Scheduling is a web-based employee scheduling software. It helps in reducing payrpl expenses by utilizing an algorithm to determine the most productive schedule while using job building features to easily add and edit shifts.

Integration of Microsoft Dynamics CRM and Acuity Scheduling

The integration of Microsoft Dynamics CRM with Acuity Scheduling offers great benefits for both business organizations. For example, if a customer contacts the company via email or phone, the customer information is automatically populated from the CRM system into Acuity Scheduling. The CRM system will also update automatically when a shift or appointment is created by the scheduler. Hence, employees will have all the details of the customer at their fingertips. In short, this integration can increase productivity by minimizing time spent on data entry and improving customer service. Integrating these two systems also allows for improved visibility into data across departments. This can help to improve sales forecasts and enable better allocation of personnel to meet sales goals.

Benefits of Integration of Microsoft Dynamics CRM and Acuity Scheduling

Integration of CRM and Acuity Scheduling has many benefits such as increased productivity, reduced payrpl expenses, improved data visibility, etc. Let’s discuss them one by one:

Increased productivity. As mentioned above, employees will have all the customer details (name, contact details, other information. at hand. Hence, there will less time spent on the data entry. Also, employees will not have any issues carrying out their daily tasks efficiently in spite of having multiple appointments scheduled. This is because they will get an automated notification reminding them about their appointments and shifts. These reminders can be received via SMS or email, depending on the preference of the employees. In short, employees will manage their schedules more effectively and hence work more efficiently.

Reduced payrpl expenses. The integration between these two systems will help to reduce payrpl expense by minimizing time spent on data entry. This is because the data entered once by an employee will be available on other systems (such as CRM and Acuity Scheduling. as well. Hence, the employee can save time that would otherwise be spent on entering data again in other systems. This way, employee’s time will be utilized more efficiently and hence there will be less time spent on repeating tasks. Also, since employees are more aware of their pending tasks in other systems (such as Acuity Scheduling), there will be lesser chances of missing important appointments or meetings. Thus, employees will not feel overburdened with their workload and will not miss important responsibilities. This way, companies can save money that would have been otherwise spent on paying additional wages to employees for their missed tasks due to overwork or inadequate awareness of their daily activities.

Improved visibility and data access. The integration between these two systems will allow managers to see real-time reports of employee productivity and utilization during meetings and conference calls. This way every manager will know which employee is not working efficiently and hence action can be taken accordingly to rectify it. Also, this integration will help managers to take decisions related to resource allocation based on actual data rather than gut feeling or intuition. Hence, managers can use their precious time more effectively to analyze data rather than sifting through floods of paper notes looking for relevant information to make decisions based on them. Thus, this integration saves time and reduces costs associated with digging through stacks of paper files. Also, this integration will allow every manager to access real-time information from his/her laptop or mobile device even while traveling or traveling between offices (provided internet connectivity is available. This way, managers can spend time more productively instead of wasting time on seeking out relevant information from paper files or records manually maintained at other locations. Thus, this integration saves companies from having to spend money on extra staff who can do this job for them.

In conclusion, Microsoft Dynamics CRM and Acuity Scheduling integrate well together because they can help business organizations reduce payrpl expenses by minimizing time spent on data entry and improving customer service by providing accurate information about customers at hand.

The process to integrate Microsoft Dynamics CRM and Acuity Scheduling 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.