{"id":8181,"date":"2023-05-16T11:29:07","date_gmt":"2023-05-16T05:59:07","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=8181"},"modified":"2025-11-29T20:31:05","modified_gmt":"2025-11-29T15:01:05","slug":"dynamics-crm-calendly-integration","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/","title":{"rendered":"Challenges While Integrating Calendly with Dynamics 365: A Comprehensive Guide"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/#How_to_integrate_Calendly_with_Microsoft_Dynamics_365_CRM\" >How to integrate Calendly with Microsoft Dynamics 365 CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/#Challenges_While_Integrating_Calendly_With_Zapier\" >Challenges While Integrating Calendly With Zapier<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/#Calendar_365_%E2%80%93_A_better_alternative_to_Calendly_in_many_ways\" >Calendar 365 \u2013 A better alternative to Calendly in many ways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/#Conclusion\" >Conclusion<\/a><\/li><\/ul><\/nav><\/div>\n<p>Using a calendar to automate appointment scheduling tasks, activity, and resource management sounds like fun until you realize how and where you will store and fetch the data.<\/p>\n<p>You will need Dynamics 365 CRM data on the calendar to manage projects and resources. If the calendar you use or the subscription plan you opt for does not have the option to integrate the CRM, you won\u2019t be able to use the calendar features at its best.<\/p>\n<p>If we talk about the popular online appointment scheduler Calendly, it does not provide CRM integration for Basic and Essential plans. To avail CRM integration features, you need to opt for a $12\/seat\/month plan or higher.<\/p>\n<p>These prices might be too much for small business owners or startups who are not ready to pay a big portion every month. Why would anyone pay more when you can get more functionalities and CRM integration at much lesser rates?<\/p>\n<p>To find out how, to stay with us till the very end. This blog will explain how Calendly\u2019s higher subscription plans integrate with the Microsoft Dynamics 365 CRM, the challenges you would face, and how you can overcome them with an alternative tool.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_integrate_Calendly_with_Microsoft_Dynamics_365_CRM\"><\/span>How to integrate Calendly with Microsoft Dynamics 365 CRM<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2023\/05\/Dynamic-365.gif\" alt=\"Dynamics 365\" \/><\/center>Integrating your Dynamics 365 CRM with Calendly might be a little confusing as you have to do it via a third-party extension. Calendly has collaborated with Zapier to integrate the CRM with the tool.<\/p>\n<p>You will have to create an account with Zapier in order to avail yourself of this functionality.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Challenges_While_Integrating_Calendly_With_Zapier\"><\/span>Challenges While Integrating Calendly With Zapier<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Calendly is a standalone app. So, you have to integrate CRM with the help of third-party extensions as<br \/>\nIt is the only way. You have to choose a premium monthly plan to unlock this feature.<\/p>\n<p>Although Zapier lets you connect the CRM, there are some challenges and limitations. While configuring, you have to set up multiple triggers to fetch the data from the CRM. The entire process is manual and tedious.<\/p>\n<p>Moreover, it lacks customization options. There is limited customization available, so you can only perform actions as per the limited triggers available.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Calendar_365_%E2%80%93_A_better_alternative_to_Calendly_in_many_ways\"><\/span>Calendar 365 \u2013 A better alternative to Calendly in many ways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>For Microsoft Dynamics 365 users, Calendar 365 is a better alternative in many ways. Calendar 365 is a Dynamics plugin that directly integrates with the Dynamics 365 CRM. It is not a standalone app but an extension that will add features to your CRM.<\/p>\n<p>So, you can easily schedule a meeting from within the CRM and manage all the activities of different projects. You can create a calendar with the CRM entities of your choice and save it for future use.<\/p>\n<p>Moreover, <a href=\"https:\/\/www.appjetty.com\/dynamics365-all-in-one-calendar.htm\" target=\"\" rel=\"nofollow noopener\">Dynamics 365 Calendar<\/a> is more affordable than Calendly and also comes with a lot more features that not only help with appointment scheduling but also project management.<\/p>\n<p>Calendar 365 is fully customizable as per business requirements or your CRM structure. And that is why it is best for branding purposes.<\/p>\n<p>Where Calendly allows you only to change your logo, Calendar 365 can be redesigned as per your business requirements.<\/p>\n<p>Calendar 365 lets its users customize the meeting forms. This sounds like an impossible deal in Calendly due to the limitations that come while using Zapier.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span>Conclusion<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>It is extremely clear from the above discussion that Calendly is not the best choice for Dynamics 365 users. You have to compromise a lot while integrating your Dynamics 365 CRM with the scheduling software.<\/p>\n<p>However, if you choose a Dynamics 365 plugin, it integrates with your CRM, so you don\u2019t need Zapier. Additionally, Calendar 365 offers customization from forms to customizable UI for branding purposes. All this clearly states that Calendar 365 is way better than Calendly for Microsoft Dynamics 365 CRM users.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using a calendar to automate appointment scheduling tasks, activity, and resource management sounds like fun until you realize how and where you will store and fetch the data. You will need Dynamics 365 CRM data on the calendar to manage projects and resources. If the calendar you use or the subscription plan you opt for&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/dynamics-crm-calendly-integration\/\">Continue reading <span class=\"screen-reader-text\">Challenges While Integrating Calendly with Dynamics 365: A Comprehensive Guide<\/span><\/a><\/p>\n","protected":false},"author":28,"featured_media":8183,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Overcome Calendly Integration Challenges with Dynamics 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writing is something that keeps her grounded. Being a Computer Engineer by qualification, understanding and writing about tech comes to her naturally. It wouldn't be wrong to call her diligent as she likes pushing herself and others to bring the best on table. In leisure time, she likes practicing calligraphy and wishes to master the beautiful concoction of ink and words."}]}},"_links":{"self":[{"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/posts\/8181","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/users\/28"}],"replies":[{"embeddable":true,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/comments?post=8181"}],"version-history":[{"count":4,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/posts\/8181\/revisions"}],"predecessor-version":[{"id":10558,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/posts\/8181\/revisions\/10558"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/media\/8183"}],"wp:attachment":[{"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/media?parent=8181"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/categories?post=8181"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.appjetty.com\/blog\/wp-json\/wp\/v2\/tags?post=8181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}