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Acuity Scheduling + Microsoft Dynamics 365 CRM

Create blocked off times in Acuity Scheduling for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your incoming leads and schedule time for nurturing them with this automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will block off time in your Acuity Scheduling calendar, ensuring you have the necessary space to focus on building relationships with potential clients. Enjoy a seamless scheduling process while maintaining a steady funnel of new business opportunities.

Efficiently manage your incoming leads and schedule time for nurturing them with this automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will block off time in your Acuity Scheduling calendar, ensuring you have the necessary space to focus on building relationships with potential clients. Enjoy a seamless scheduling process while maintaining a steady funnel of new business opportunities.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Acuity SchedulingAcuity Scheduling
    Add Blocked Off Time

    Block off a new range of time on your schedule.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
acuity-scheduling logo
acuity-scheduling logo

About Acuity Scheduling

Easy online appointment scheduling software. Save time by having clients book appointments, complete custom intake forms, and pay in advance 24/7 anywhere in the world.
Learn moreHelp

Related categories

  • Scheduling & Booking

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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