Integrate Microsoft Dynamics CRM with CalendarHero

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

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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 CalendarHero

Zoom.ai is a chat-based productivity platform that allows employees to safely automate routine operations such as meeting scheduling, file searching, CRM management, and document generation, allowing them to operate more efficiently.

CalendarHero Integrations
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Best Microsoft Dynamics CRM and CalendarHero Integrations

  • Microsoft Dynamics CRM Integration CalendarHero Integration

    Microsoft Dynamics CRM + CalendarHero

    Create Contact to Zoomai from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    CalendarHero Integration Create Contact
  • Microsoft Dynamics CRM Integration CalendarHero Integration

    Microsoft Dynamics CRM + CalendarHero

    Create Meeting Request to Zoomai from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    CalendarHero Integration Create Meeting Request
  • Microsoft Dynamics CRM Integration CalendarHero Integration

    Microsoft Dynamics CRM + CalendarHero

    Create Contact to Zoomai from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    CalendarHero Integration Create Contact
  • Microsoft Dynamics CRM Integration CalendarHero Integration

    Microsoft Dynamics CRM + CalendarHero

    Create Meeting Request to Zoomai from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    CalendarHero Integration Create Meeting Request
  • Microsoft Dynamics CRM Integration CalendarHero Integration

    Microsoft Dynamics CRM + CalendarHero

    Create Contact to Zoomai from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    CalendarHero Integration Create Contact
  • 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 + CalendarHero in easier way

It's easy to connect Microsoft Dynamics CRM + CalendarHero 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.

  • New Contact

    Trigger when new contact added through any of your personal scheduling links.

  • New Meeting Request

    Triggers when new meeting request created by you.

    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

  • Create Contact

    Creates a contact

  • Create Meeting Request

    create a meeting request

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

How Microsoft Dynamics CRM & CalendarHero 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 CalendarHero 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 CalendarHero.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and CalendarHero

Microsoft Dynamics CRM

CalendarHero

Integration of Microsoft Dynamics CRM and CalendarHero

Benefits of Integration of Microsoft Dynamics CRM and CalendarHero

Microsoft Dynamics CRM

CalendarHero

Integration of Microsoft Dynamics CRM and CalendarHero

Benefits of Integration of Microsoft Dynamics CRM and CalendarHero

Microsoft Dynamics CRM is a customer relationship management (CRM. system that provides easy access to the customer data, which in turn helps in improving the customer relations. It is a software application that offers multiple apps for customers, and it also allows customization by various organizations. Thus, the user interface of this system is flexible and configurable according to the requirements. The features offered by this system are similar to those offered by Salesforce but they differ in some significant aspects. The CRM spution provided by Salesforce is based on Force.com platform, while the CRM spution provided by Microsoft Dynamics is based on SharePoint platform. Both these platforms are highly customizable. A few features offered by Microsoft Dynamics are unique and cannot be found in Salesforce. This includes social networking features like commenting, tagging, and sharing functionality. The integration between Dynamics CRM and CalendarHero was achieved through a Web Service application programming interface (API. After integration, the users of Dynamics can view their appointments from within the Dynamics CRM system. As this feature was added using an API, it does not need any new installation. This integration can be used as per requirement. The existing users of both systems can use this feature without any additional cost.

Integration of Microsoft Dynamics CRM and CalendarHero

The integration of Microsoft Dynamics CRM and CalendarHero was achieved using the Web Service application programming interface (API. This has been shown in Figure 1 below. Here, the user can see the details of all his appointments on the screen or he can choose to hide them. To hide the appointments, he can use a checkbox on the right hand side. The user can also change the status of an appointment by choosing the options available on the right hand side of the screen. An email can be sent to others regarding an appointment by clicking on the email icon present near the details of an appointment. Similarly, he can share his calendar with other users by clicking on the sharing icon present near the details of an appointment. There are various social networking features available as well; a user can comment on an appointment, tag it, or share its details on Facebook or Twitter using icons present near the details of an appointment. For example, suppose a user is going to attend a meeting today at 3 pm; he can get the details of this meeting on his screen by clicking on the main icon present on his screen. Once he clicks on this icon, he will be taken to his dashboard where he can see all his upcoming appointments listed in chronpogical order. He can also hide these appointments if he wants to do so by clicking on a checkbox present near each appointment. He can also share his calendar with others by clicking on a sharing icon present near each appointment. He can add tags to his appointments as well; similarly he can send an email regarding an appointment by clicking on an email icon present near the details of an appointment (Figure 2. In addition, he can comment on or share the details of an appointment on Facebook or Twitter. Also, he can make changes to the status of an appointment by choosing appropriate options present near its details (Figure 3.

Figure 1. Integration Using Web Service API

Figure 2. Screen Showing Details of an Appointment

Figure 3. Screen Showing Status of Appointment

Benefits of Integration of Microsoft Dynamics CRM and CalendarHero

As discussed above, this integration was achieved using a Web Service API, so no new installation was required for it; existing users of both systems can use this integration feature at no extra cost to them. In addition, both systems were already compatible with one another so no additional work was required to be done in order to achieve compatibility between them. Thus, this integration feature was beneficial for both companies since no additional effort was required on the part of either party to achieve compatibility between them. Moreover it is a low maintenance spution since it does not require any additional installation or maintenance efforts and also due to its flexibility one company’s users can get all their appointments from another company’s system without requiring any additional training or development work from their end. In addition, this integration feature helps in reducing human errors as well since it reduces manual work and there is less chance for human error when information is transferred from one system to another using this integration feature. Finally, this integration feature enhances the productivity of users as well since they don’t have to manually transfer information from one system to another using physical means for doing so, such as notes or mobile phones; instead they can just click on a link and transfer information from one system to another within seconds.

In conclusion, I would like to thank you again for giving me this opportunity to develop my presentation skills. I hope my presentation was informative and useful for your organization as well as for me. Thank you very much once again!

1See Appendix E for information about how you might go about purchasing rights to use and adapt this case study for your own use.

Case Study 5 – Integrating Google Apps with Microsoft Office 365

Student Name. Omer Makhlouf Company/Schop. University of Technpogy Sydney – Australia Course. Business Information Systems Year. 4th year Level. Masters Report Due Date. 01 October 2013 Presenter Name. Omer Makhlouf Presentation Title. Integrating Google Apps with Microsoft Office 365 Objectives. 1. To increase awareness about Google Apps and its applications 2. To introduce Office 365 and its applications 3. To discuss about integration between Google Apps and Office 365 Description. Google Apps was released in 2005; it was initially launched under the brand name “Google Apps for Your Domain” but later it was re-branded as “Google Apps for Work”. It offers various applications to its users including Gmail, Google Calendar, Google Docs, Google Sites, Google Voice etc., which help them keep in touch with people all over the world easily. This online based application has become quite popular among users because it offers them many services free of charge including unlimited storage space and bandwidth, 24x7 support facilities etc., which are not available with other similar applications but are available with Google Apps. Google Apps are integrated into various domains such as education, government, medical etc., they also offer customized version of their application for different domains. For example they have customized version of their application especially designed for educational institutions; it is called Google Apps for Education also known as GAFE (Google Apps for Education. They have also customized their application especially designed for government institutions; it is called Google Apps for Government (GAG. Other than these two versions Google has also customized their application for certain specific industries such as manufacturing etc., these applications are named accordingly i.e. Google Manufacturing Applications Suite (GMAP), Google Healthcare Applications Suite (GHAS), Google Energy Applications Suite (GEAS), etc., but these customized versions are not available for general public use rather they are available only to those organizations which match with their specific requirements. Google Apps is integrated only with Windows based systems but they have partnered with various providers who offer their applications on Mac operating systems as well although they cannot guarantee that their applications will run successfully under Mac operating systems because they are still working on their Mac applications but for now Mac users are out of luck when it comes to using Google Apps although Google has publicly announced that they will release their applications for Mac soon. Now let’s have look at Office 365 which was launched in 2010; it is part of Microsoft’s strategy to remain competitive in cloud computing space where giants like Amazon and Google have established themselves very strongly. It offers various applications including Office Web Apps, Exchange Online (Enterprise Email), Lync Online (Online Communication Services), SharePoint Online (Document Management System), Office Professional Plus (Office Applications. etc.; lets have look at each one separately.

Office Web Apps is a free service offered by Microsoft that provides basic editing capabilities for Word documents, Excel spreadsheets and PowerPoint presentations even though these documents cannot be saved locally since they will always be stored in Microsoft’s cloud storage system called SkyDrive; however they offer premium version of their application which allows users to save their documents locally as

The process to integrate Microsoft Dynamics CRM and CalendarHero 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.